What This Process Does

  • Pay Groups are assigned to jobs as a grouping/reporting tool.
  • The primary use of Pay Groups is in payroll entry (Pay Jobs in Mass): you can range on Pay Group to select only certain groups of jobs into a Pay ID instead of selecting all jobs at once; this method for selecting jobs into payroll is particularly useful for school districts, when over the summer months, only certain groups of jobs should be paid.
  • Another example of how Pay Groups can be used as a grouping tool is when you are running in-mass processes to change salaries or deduction amounts, and you want to limit those to a group of like jobs.
  • Most reports and processes in the Payroll, Position Tracking and Leave modules allow for ranging on Pay Group.

Best Practices

  • A typical list of Pay Groups includes at least SALARY and HOURLY (or TIMESHEET); Pay Groups should also be set up when the organization has jobs which are paid on a different frequency, such as WEEKLY, BI-WEEKLY, SEMI-MONTHLY and/or MONTHLY.
  • A unique Pay Group is often set up for differences in contract months (for example, MONTHLY-10, MONTHLY-11 and MONTHLY-12), so that the various groups of jobs can be selected together or alone.
  • We recommend that you take care when you name your Pay Groups, so that like groups appear together in alphabetical order in your Pay Group list; this will enable you to range on multiple Pay Groups at once (for example, if you have Pay Groups with names of SALARY 10-MONTH, SALARY 11-MONTH and SALARY 12-MONTH, then you will be able to range on only those jobs that are paid over 10 and 11 months by ranging on a Pay Group of SALARY 10-MONTH to SALARY 11-MONTH).
  • Pay Groups can also be created for jobs that you would not normally want to pull into each regular Payroll, or on reports, because they are paid only rarely; for example, you can create a Pay Group called ANNUAL, and assign it to all jobs that are only paid once per year (an example would be for a coaching supplement), and then range around it so as not to include those jobs in your regular payrolls/reports.
  • Note that Pay Group is simply a grouping mechanism and does not control the actual pay frequency for any job; pay frequency is set either on the Job Master in the Number of Pays field, or, on the Gross ID in the Number of Pays field.

Setup Pay Groups

1. HR → Payroll → Setup → Pay Groups → Pay Groups

2. Click Add (+

3. Populate all fields, as described below:

FIELDS
Opt.
Rec.
Req.
Description
Pay GroupEnter a Unique Name for the Pay Group
DescriptionEnter a Description for the Pay Group
HRM Pay Period CodeEnter the Applicable Code for the Pay Group (for Organizations with ESS)
ActiveSelect to make the Pay Group Active (REQUIRED IF the Pay Group should be Active)
Opt. = Optional  Rec. = Recommended  Req. = Required


4. Click Save

5. Assign the appropriate Pay Group to each job in the Job Masters; this can be done Individually, or in Mass for

    Enterprise clients via Change Pay Groups (non-Enterprise clients would need bundle PR12 Change Pay Groups)