Managing Work/Pay Schedules

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Table of Contents

Adding Work/Pay Schedules

Editing Work/Pay Schedules

Deleting Work/Pay Schedules

  • A work schedule is the set of hours an employee usually works (for example, Monday through Friday, eight hours per day).
  • A pay schedule is the pattern or recurring time period that determines when employees are paid. Common pay schedules (also called pay cycles, or pay periods) are weekly, biweekly, and monthly.

Planning Maestro combines work schedules and pay schedules to enable you to assign them to Personnel line items. Planning Maestro calculates these schedules based on the days an employee works in a month multiplied by the hours worked per day.

You can set up Work/Pay Schedules in the Work/Pay Schedules application, which is in the Automation module.

This document shows you, a Planning Maestro user, how to add, edit, and delete Work/Pay Schedules.

Locating Work/Pay Schedules

To manage Work/Pay Schedules, open the Automation module and select Work/Pay Schedules.

Step 4: The Work/Pay Schedules page opens. Use this page to add, edit, and delete Work/Pay Schedules.

Adding Work/Pay Schedules

Step 1: To add a new Work/Pay Schedule, on the Work/Pay Schedules page, click New Work/Pay Schedule.

A New Work/Pay Schedule pane opens on the right.

Step 2: Enter the following information in the fields provided:

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Name – Enter a name to describe this Work/Pay Schedule that you and other users can easily understand in this field.

Description (Optional) – Enter a description for this Work/Pay Schedule in this field.

Start Day – Click on this dropdown menu and select the day of the week on which this Work/Pay Schedule should start.

End Day – Click on this dropdown menu and select the day of the week on which this Work/Pay Schedule should end.

Regular Hours per Day – Enter the number of hours an employee would work per day according to this Work/Pay Schedule.

Liability GL Account – Click on this dropdown menu and select a default Liability GL Account for this Work/Pay Schedule.

Cash GL Account – Click on this dropdown menu and select a default Cash GL Account for this Work/Pay Schedule.

Pay Schedule – Click on this dropdown menu and select one of the following Pay Schedules:

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Weekly – Pay employees each week. Pay employees for the work of one week on the payday of the following week.

Bi-Weekly – Pay employees every other week. Pay employees for the work of one two-week period on the payday of the next schedule’s two-week period.

Reference Pay Day – If you select Bi-Weekly as the Pay Schedule, this field appears below. Use this field to select a day that starts the Pay Schedule (in other words, becomes the first Pay Day and the day that starts the two-week cycle).

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Semi-Monthly – Pay employees twice a month.

Monthly – Pay employees once a month.

Period – Pay employees once per period, not necessarily by the calendar if your Fiscal Calendar doesn’t follow the usual, 365-day Gregorian Calendar.

Pay Day – Click on this dropdown menu and select a day of the week to pay employees.

Info.png Please Note: Certain Pay Schedules can only have certain Pay Days:

  • Bi-Weekly – This Pay Day is automatically the day of the week of the Reference Pay Day. For example, if you selected January 1, 2020 as the Reference Pay Day, this Pay Day automatically becomes Wednesday and cannot be changed.

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  • Semi-Monthly – Planning Maestro only allows a Pay Day on the 15th and last day of the month for this Pay Schedule.

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  • Monthly – Planning Maestro only allows a Pay Day on the last day of the month for this Pay Schedule.

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  • Period – Planning Maestro only allows a Pay Day on the last day of the period for this Pay Schedule.

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Cut-Off Days – Enter the number of cut-off days for an employee in this field: in other words, the number of days an employees needs to work before the end of the first Pay Schedule to be paid for that period. If they have not worked enough days, the schedule adds the days they worked to the next pay period.

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Info.png Please Note: You cannot enter a number of Cut-Off Days greater than the length of the Pay Schedule – for example, for a Weekly Pay Schedule, you cannot have more Cut-Off Days than 7.

To save this Work/Pay Schedule, click Save & Exit.

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  • The Work/Pay Schedule is saved.
  • A confirmation message appears.

Editing Work/Pay Schedules

Step 1: To open the Work/Pay Schedules application, see above.

Step 2: Select the name of the Work/Pay Schedule you want to edit.

Step 3: The Work/Pay Schedule’s information opens on the right. Edit as needed and click Save & Exit.

  • The Work/Pay Schedule’s is updated.
  • All Personnel line items assigned to this Work/Pay Schedule are adjusted based on your edits.
  • A confirmation message appears.

Deleting Work/Pay Schedules

Step 1: To open the Work/Pay Schedules application, see above.

Step 2: Click the Delete icon ( Delete.png ) under the Work/Pay Schedule you want to delete.

Step 3: Click Confirm.

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  • The Work/Pay Schedule is deleted.
  • A confirmation message appears.

Info.png Please Note: If you try to delete a Work/Pay Schedule that a Personnel line item currently uses, you receive this error message:

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To delete this Work/Pay Schedule, remove it from any Personnel line items that use it, and then repeat steps 1-3.

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