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How to Create Pay Schedules
How to Create Pay Schedules

If you need to change or add pay schedules in Fingercheck, learn how to create weekly, bi-weekly, monthly, or semi-monthly schedules here.

Jeffrey Mo avatar
Written by Jeffrey Mo
Updated over 8 months ago

When you sign up for Fingercheck, you select the type of pay schedule you want to set up (weekly, bi-weekly, and so on). If you want to change the schedule or create an additional pay schedule, this article explains how.

Note: You see the results of what you set up in the Pay Schedules (discussed in this article) when you go to SETUP > Payroll > Pay Periods.


Weekly schedules

  1. Log in to your Fingercheck account as an Administrator.

  2. Click the SETUP tab > Payroll > Pay Schedules.

  3. Click Add to open the Schedule window.
    If you want to edit an existing schedule, click on the schedule in the list to open it. (In the example below, you would click Weekly.)

  4. Complete the Details section's fields, which are listed below.

  5. In the Pay Batches section, click Add, complete the fields, and click Apply.
    The fields are defined in the Pay Batches section below.

  6. Click Save.

  7. Click Generate.
    The Pay Periods (under SETUP > Payroll) are populated.

Details

Field

Description

Code

An abbreviated name for the schedule.

In combination with the Description field, this makes up the full name of the schedule as displayed in other areas of Fingercheck.

Description

A short, descriptive name for the schedule.

Start Date

The date you want to start generating this pay schedule.

Tip: To avoid issues, do not enter a past date or a date when payroll has been or is being generated.

End Date

The date you want to stop generating this pay schedule.

We recommend that you generate only to the end of the current year. At the end of the year, Fingercheck will automatically generate the next year for you.

Process from Check Date

Leave 2 in this field because checks are processed two days in advance.

Scheduled Week Day

Not used. For future use.

Pay Batches

Code

An abbreviated name for the pay batch.

Description

A short, descriptive name for the pay batch.

Cycle

Select Weekly for a weekly payroll cycle.

Starting Week of

Enter the date of the first check.

Every Number of Weeks

Enter 1 for a weekly schedule.

Check Date Day of Week

Enter the day that employees will receive their checks.

Period Begin Day

Enter the first day of the 7-day pay period.

For example, enter Sunday if the pay period is Sunday through Saturday.

Period Begin Weeks from

Enter the number of weeks from the start of the pay period to the check date.

For example, if payday is Friday (the 25th in the example below), and it is paying for the week before (the 13th–19th below), enter -1.

Using the calendar above as an example:

-2 = The pay period ends within two weeks before the check date

-1 = The pay period ends within the week before the check date

0 = The current week

Period End Day

Enter the last day of the 7-day pay period.

For example, enter Saturday (if the pay period is Sunday through Saturday).

Period End Weeks from

Enter the number of weeks from the end of the pay period to the check date.

For example, if payday is Friday, and it is paying for the week before, enter -1.

Move Holiday

If the check date falls on a business holiday, select whether to move the check date Before or After the holiday.

Auto-run Payroll

Select this checkbox if you want to run payroll automatically.

Block Employee Notifications

Select this checkbox if you want to block employees from receiving a notification about this pay run.


Biweekly schedules

  1. Log in to your Fingercheck account as an Administrator.

  2. Click the SETUP tab > Payroll > Pay Schedules.

  3. Click Add to open the Schedule window.
    If you want to edit an existing schedule, click on the schedule in the list to open it. (In the example below, you would click Weekly.)

  4. Complete the Details section's fields, which are listed below.

  5. In the Pay Batches section, click Add, complete the fields, and click Apply.
    The fields are defined in the Pay Batches fields section below.

  6. Click Save.

  7. Click Generate.
    The Pay Periods (under SETUP > Payroll) are populated.

Details

Field

Description

Code

An abbreviated name for the schedule.

In combination with the Description field, this makes up the full name of the schedule as displayed in other areas of Fingercheck.

Description

A short, descriptive name for the schedule.

Start Date

The date you want to start generating this pay schedule.

Tip: To avoid issues, do not enter a past date or a date when payroll has been or is being generated.

End Date

The date you want to stop generating this pay schedule.

We recommend that you generate only until the end of the current year. A few weeks before the next year, you will create a new schedule.

Process from Check Date

Leave 2 in this field because checks are processed two days in advance.

Scheduled Week Day

Not used. For future use.

Pay Batches fields

Code

An abbreviated name for the pay batch.

Description

A short, descriptive name for the pay batch.

Cycle

Select Weekly for a weekly payroll cycle.

Starting Week Of

Enter the date of the first check.

Every Number of Weeks

Enter 2 for a biweekly schedule.

Check Date Day of Week

Enter the day that employees will receive their checks.

Check Date

Enter the first day of the 14-day pay period.

For example, enter Sunday if the pay period is Sunday through Saturday.

Period Begin Weeks from

Enter the number of weeks from the start of the pay period to the check date.

For example, if payday is Friday (the 25th in the example below), and it is paying for the two weeks before (the 6th–19th below), enter -2.

Using the calendar above as an example:

-2 = The pay period ends within two weeks before the check date

-1 = The pay period ends within the week before the check date

0 = The current week

Period End Day

Enter the last day of the 14-day pay period.

For example, enter Saturday if the pay period is Sunday through Saturday.

Period End Weeks from

Enter the number of weeks from the end of the pay period to the check date.

For example, if payday is Friday, and it is paying from the 6th to the 19th, enter -1.

Move Holiday

If the check date falls on a business holiday, select whether to move the check date Before or After the holiday.

Auto-run Payroll

Select this checkbox if you want to run payroll automatically.

Block Employee Notifications

Select this checkbox if you want to block employees from receiving a notification about this pay run.


Monthly schedules

  1. Log in to your Fingercheck account as an Administrator.

  2. Click the SETUP tab > Payroll > Pay Schedules.

  3. Click Add to open the Schedule window.
    If you want to edit an existing schedule, click on the schedule in the list to open it. (In the example below, you would click Weekly.)

  4. Complete the Details section's fields, which are listed below.

  5. In the Pay Batches section, click Add, complete the fields, and click Apply.
    The fields are defined in the Pay Batches fields section below.

  6. Click Save.

  7. Click Generate.
    The Pay Periods (under SETUP > Payroll) are populated.

Details

Field

Description

Code

An abbreviated name for the schedule.

In combination with the Description field, this makes up the full name of the schedule as displayed in other areas of Fingercheck.

Description

A short, descriptive name for the schedule.

Start Date

The date you want to start generating this pay schedule.

Tip: To avoid issues, do not enter a past date or a date when payroll has been or is being generated.

End Date

The date you want to stop generating this pay schedule.

We recommend that you generate only to the end of the current year. A few weeks before the next year, you will create a new schedule.

Process from Check Date

Leave 2 in this field because checks are processed two days in advance.

Scheduled Week Day

Not used. For future use.

Pay Batches

Code

An abbreviated name for the pay batch.

Description

A short, descriptive name for the pay batch.

Cycle

Select Monthly for a monthly payroll cycle.

Starting Week Of

Enter the date of the first check.

Every Number of Months

Enter 1 for a monthly schedule.

Day of Month

Enter the day of the month for the check date. For example, enter 1 for the first day of the month.

To pay your employees on the last day of the month, enter 31. (For shorter months, the system automatically pays on the last day.)

Period Begin Day

Enter 1 for the first day of the month.

Period Begin Months from

Enter the number of months from the start of the pay period to the check date.

For example, if you pay your employees on the 5th of the month (Day of Month = 5) and you are paying for the previous month's work, enter -1. So, on October 5th, employees will be paid for September's work.

If you pay your employees on the 31st of the month (Day of Month = 31) and you are paying for the current month's work, enter 0. So, on October 31st, employees will be paid for October's work.

Period Ends Day

Enter 31 for the last day of the month. (For shorter months, the system automatically pays on the last day.)

Period End Months from

Enter the same data you entered in the Period Begin Months from the field.

Move Holiday

If the check date falls on a business holiday, select whether to move the check date Before or After the holiday.

Auto-run Payroll

Select this checkbox if you want to run payroll automatically.

Block Employee Notifications

Select this checkbox if you want to block employees from receiving a notification about this pay run.


Semi-monthly schedules

When you set up a semi-monthly schedule, you are paying your employees twice a month (not biweekly). The procedure below assumes you will pay employees on the 1st and the 15th.

Important: You must set up two pay batch rules—one for each pay date.

  1. Log in to your Fingercheck account as an Administrator.

  2. Click the SETUP tab > Payroll > Pay Schedules.

  3. Click Add to open the Schedule window.
    If you want to edit an existing schedule, click on the schedule in the list to open it. (In the example below, you would click Weekly.)

  4. Complete the Details section's fields, which are listed below.

  5. In the Pay Batches section, click Add, complete the fields for the first pay date, and click Apply.
    The fields are defined in the Pay Batches section below.

  6. Click Add again and create another pay batch rule for the second pay date.

  7. Click Save.

  8. Click Generate.
    The Pay Periods (under SETUP > Payroll) are populated.

Details

Field

Description

Code

An abbreviated name for the schedule.

In combination with the Description field, this makes up the full name of the schedule as displayed in other areas of Fingercheck.

Description

A short, descriptive name for the schedule.

Start Date

The date you want to start generating this pay schedule.

Tip: To avoid issues, do not enter a past date or a date when payroll has been or is being generated.

End Date

The date you want to stop generating this pay schedule.

We recommend that you generate only to the end of the current year. A few weeks before the next year, you will create a new schedule.

Process From Check Date

Leave 2 in this field because checks are processed two days in advance.

Scheduled Week Day

Not used. For future use.

Pay Batches fields

Code

An abbreviated name for the pay batch.

Since you are creating two rules for a semi-monthly pay schedule, you might want to use numbers in your code (for example, semi1 and semi2).

Description

A short, descriptive name for the pay batch.

Cycle

Select Monthly for a semi-monthly payroll cycle.

Starting Week Of

Enter the date of the first check.

Every Number of Months

Enter 1.

Day of Month

Enter the day of the month for the check date.

For example, for your first pay batch rule, you might enter 5 for a check date of the 5th of the month.

For the second pay batch rule, you might enter 20 for a check date of the 20th of the month.

Period Begin Day

Enter the day of the month to start the pay period.

For example, for your first pay batch rule, enter 1 for the first day of the month.

When you create your second pay batch rule, enter 16 for the 16th of the month.

Period Begin Months from

Enter the number of months from the start of the pay period to the check date.

For example, for your first pay batch rule, you are paying employees on the 5th of the month (Day of Month = 5) and you are paying for the previous month's work, enter -1. So, on October 5th, employees will be paid for September 16th–30th.

For your second pay batch rule, if you are paying employees on the 20th of the month (Day of Month = 20) and you are paying for the current month's work, enter 0. So, on October 20th, employees will be paid for October 1st–15th.

Period Ends Day

Enter the day of the month to end the pay period.

For example, for your first pay batch rule, enter 15 for the 15th of the month.

When you create your second pay batch rule, enter 31 for the last day of the month. (For shorter months, the system automatically pays on the last day.)

Period End Months from

Enter the number of months from the end of the pay period to the check date.

For example, for your first pay batch rule, if you are paying employees on the 5th of the month (Day of Month = 5) and you are paying for the previous month's work, enter -1. So, on October 5th, employees will be paid for September 16th–30th.

For your second pay batch rule, if you are paying employees on the 20th of the month (Day of Month = 20) and you are paying for the current month's work, enter 0. So, on October 20th, employees will be paid for October 1st–15th.

Move Holiday

If the check date falls on a business holiday, select whether to move the check date Before or After the holiday.

Auto-run Payroll

Select this checkbox if you want to run payroll automatically.

Block Employee Notifications

Select this checkbox if you want to block employees from receiving a notification about this pay run.


Add schedules to the master profile

After you create a schedule, you need to add it to the master profile. Select the pay schedule from the Pay Period drop-down list.

For complete details about creating a master schedule, see How to Set Up a Master Profile.


Set different schedules for different groups of employees

  1. Create a schedule for each set of employees, as described in this article.

  2. Create a master profile for each pay schedule, as described in How to Set Up a Master Profile.

  3. Apply the master profile to the employees as described in How to Set Up a Master Profile.


Watch a short video to learn how to add a new pay schedule for all pay periods.

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