How do I set up payroll groups?

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What are payroll groups?

In Cintra iQ, payroll grouping enables simultaneous processing of identical actions across multiple payrolls. It's efficient to group payrolls sharing a similar schedule. For instance, if you have three weekly payrolls disbursing on Fridays, you can generate BACS files for all at once. To qualify for grouping, payrolls must share the same frequency, such as fortnightly or lunar.

How do I set up payroll groups?

  1. Navigate to the Payroll Workflow window.
    Go to Cintra iQ: Payroll> Payroll Tools> Payroll Workflow

  2. Click the Group Setup button. The Payroll Workflow Group definition window appears.
  3. Click the New button. The New Group dialogue appears.
  4. Enter a Group name.

  5. Click the Save button. The Group Edit window appears. 
  6. Select the desired payroll in the Available pane.
  7. Click the Add button. The payroll is added to the Selected pane.
    Important: You can only group payrolls that have the same periodicity.
  8. Continue to add the relevant payrolls.
  9. Click the Save button when finished. The group appears in the Payroll Workflow Group window.
  10. Repeat this process to set up more groups, if necessary.
  11. Click the Close button to exit the Payroll Workflow Group window. The list of payrolls in the Payroll Workflow window is reduced. The groups are listed first. 

How do I add new payrolls to a group?

If in the future you wish to create new payrolls, you can add them to a group by selecting the desired group in the Payroll Workflow Group window and clicking the Open button. You can then add your new payrolls to the list of existing payrolls and save the changes.

How do I delete a group?

You can delete a group by selecting the desired group in the Payroll Workflow Group window and clicking the Delete button.

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