How can the PSP admin set a Payroll schedule in greytHR Pro?

The Payroll Scheduler, helps create a payroll schedule for each client according to the Service Level Agreement (SLA). This schedule sets the timing for payroll activities, whether they happen weekly or monthly, based on the pay policy.

To set a payroll schedule, the PSP admin must perform the following actions:

1. From the greytHR Pro account, navigate to Clients > Payroll Scheduler. The Payroll Calendar page opens.

2. Select the required client account row and click Schedule available on the row. The Select Template pop-up appears.

3. Select Start from blank or any other existing template as per your requirements. The Payroll Calendar page opens.

4. Under the Details column, click the Milestones + icon to select a milestone. The milestone displays options as per your selection. For example: Salary Disbursement.
   Note: 

   1. You can customize your milestones as per your requirements. 

   2. You can move your milestones before or after the Salary Disbursement milestone depending on when you want to schedule it.

   3. You can also select the number of days before or after Salary Disbursement which you would like to schedule each milestone.

5. In the Select your payment schedule(T) dropdown list, your input for payday in Pay Policy will be automatically reflected.

6. From the Owner dropdown list, select PSP/Client as per your selected milestone.
   Note: You can preview the changes made to the milestones in the Calendar displayed on the page.

7. Click Save.

8. The Name Template pop-up appears.

9. In the Template Name text box, enter the template’s name. Click Confirm. 

10. Click Save. You will be redirected to the Payroll Calendar page.

Note: 

• The Status for the client shows as Pending. 

• Click the Download icon to display and get approval of the drafted payroll scheduler or calendar from the client.

• Click Mark as complete if approved by the client. The Status changes to Signed off.

• You can click the Edit icon available on the client row to make any updates.

• Navigate to the Settings icon > Templates to create or use an existing template for the Payroll Scheduler.

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