How do I create and apply tasks to specific payrolls and periods?

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Within Cintra iQ, You can create a task list for individual payrolls per pay period so that you can check what tasks need to be performed during that period and what tasks are already actioned.


The Payroll Period must be open.


To create and apply tasks

  1. Navigate to the Payroll Period Tasks window.
    Got to Cintra iQ: Payroll> Payroll Tools> Payroll Period> Payroll Period Tasks
  2. Select the desired Payroll.
  3. Select the desired Period. The buttons become active.
  4. Click the New button. The New Payroll Period Task form appears.
  5. Enter the Sequence in which the task is to appear.
  6. Enter the Subject of the task.
  7. Enter the task's Due Date.
  8. Select the Status of the task.
  9. Enter a description of the task, if necessary.
  10. Click the OK button. The task appears in the Tasks pane. 
  11. Continue to create tasks, if required.

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