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usercheryle
February 24, 2025
Question

Processing payroll

  • February 24, 2025
  • 1 reply
  • 0 views

We have employees that work on multiple grants and we must keep expenses separated for each grant. With 2 grants the process was simple.. we set up different work locations and pay schedules. But working with more than 2 grants how can we set up a new pay schedule using the same dates of another pay schedule? OR is there a better way to process our payroll and get the reports needed to keep each grants monthly expenses separate? We use classes to separate all other expenditures but I don't see a way to assign classes to payroll. Any help at this point would be welcomed.

1 reply

M
MichaelaS
February 24, 2025

I appreciate for giving us enough details about your concern, @usercheryle. The best approach for separating monthly grant payroll expenses is to use class tracking. Let me help you set up new pay schedule, discuss reporting options to track each monthly grants expenses and way to assign classes to payroll.

 

You can create a new pay schedule for each employee using the same dates of another pay schedule, here's how:

 

  1. Go to Payroll menu, then Employees tab.
  2. Select or add your employee.
  3. From Employment details, select Start or Edit.
  4. From the Pay schedule dropdown, select the pay schedule for the employee moving forward. Or, to create a new pay schedule, select + Add pay schedule.
  5. Fill out the appropriate fields. Then select Save.
  6. When you're done, click Save.

 

 For separate monthly reports, access the Statement of Activity by Class or Statement of Activity Detail. Here are the steps:

 

  1. Go to Reports, then Standard Reports tab.
  2. From Type reports name here, select Statement of Activity by Class or Statement of Activity Detail report.
  3. Click the correct Report period and Accounting method, then Run report.

 

Here's the steps how to assign a class to payroll for each employee:

 

  1. Click on the Gear icon.
  2. Select Payroll Settings.
  3. Choose Accounting.
  4. In the Class tracking section, click Pencil icon and select I use different classes for different employees.
  5. Assign a class for each employee. Then click on Save.

 

For a detailed reference, check this article: Set up and track your payroll expenses by class.

 

To maximize the efficiency of your financial processes by collaborating with our Explore Payroll team. They're veterans in the field, known for smoothing out financial operations and offering insights tailored to your business. One click connects you to a more prosperous financial path.

 

In addition, you can utilize these articles in customizing reports and saving them for future use:

 

 

 Feel free to visit the Community again if you have other payroll concerns. We'll get back to provide the assistance you need.

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