Payroll Schedules dialog

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Our Support department is closed on Friday, April 28th for a company event. However, limited Accounting CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline for quarterly payroll tax forms.

Links to our most popular payroll tax processing topics are available in the Alerts and notices section on the right side of most pages.

Use the Payroll Schedules dialog to set up one or more payroll schedules for your clients based on specified pay frequencies and, optionally, time entry methods. Setting up a payroll schedule and using it for a client auto-fills the period dates and check dates for payroll check entry and also enables you to plan staffing levels based on the resulting payroll processing schedules.

Choose Setup > Clients and click the Payroll Information tab. Click the Ellipsis button button next to the Payroll Schedules field.

You can create an unlimited number of payroll schedules, but each client must have at least one payroll schedule set up.

Fields & buttons

In the Identification section, enter a description to be used as the schedule name.

In this section, specify the time entry method used by the client for this payroll schedule if it differs from the default method selected in the Payroll Information tab of the Setup > Clients screen.

If you choose the Manual option, the selections in the Source drop-down list are:

  • Email in Time
  • Fax in Time
  • Other
  • Phone in Time

If you choose the Import option, the selections in the Source drop-down list are:

Specify the details for the pay schedule you are creating or modifying in the Pay schedule information section.

  • Pay frequency. Select the pay frequency to be used for this pay schedule. The application will use this frequency to fill the Schedule grid when you click the Schedule button (once you've entered information into the first one or two lines, depending on the frequency you've selected).
  • Adjust check date for non-business days. Check dates occasionally fall on holidays or other non-business days. If you want to adjust the check dates in the schedule to account for non-business days, mark this checkbox and then choose one of the following options for adjusting the date.
    • Use next business day
    • Use previous business day
    • Use closest business day
  • Include date for time due in from client and checks due out to client. If you want the Schedule grid to include the date by which time must be entered into the application and the date checks are due out, mark this checkbox and then enter the appropriate number of business days before the check date for both due dates.
  • Payroll Schedule grid. The grid contains the check date, period begin and end dates, time in date, checks out date, and the status for each pay period. If you are adding a new payroll schedule, enter one or more lines and then click the Schedule button to allow the application to automatically fill the rest of the schedule. If you are modifying information, do so and click the Update button to modify all future pay periods within the schedule.

    If a pay period is incorrectly completed or canceled, you can reset the status of the pay period to Not processed. If the check date for this period is after the current system date, it will again be available to process in the Actions > Enter Batch Payroll Checks or to upload to NetClient CS Remote payroll entry.
  • Schedule, Update, and Clear. To auto-fill the Schedule grid based on the information you have entered, click the Schedule button. If you've made changes to the pay schedule information and want to update the Payroll Schedule grid to reflect those changes, click the Update button. To clear the Payroll Schedule grid, click the Clear button.

Related topics

Setting up client payroll information

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