Creating Payroll Groups

Payroll Groups enable you to program your pay runs. You can create multiple payroll groups based on business unit, geographic location, currency, type or frequency of payment, and more.

As a payroll or platform admin, you can create payroll groups for your business.

To create a payroll group, do the following:

1. In the sidebar, in the Business section, click Settings.

   

2. Go to Payroll > Payroll Groups.

3. Click + Add payroll group.

   

4. Enter the following details:

   1. Enter a name for the payroll group in Group name.

   2. Select a Currency.

   3. Select one of the following payment frequencies in the Frequency drop-down menu:

      • Weekly

      • Fortnightly

      • Monthly

      • Ad hoc

      If you select any option other than Ad hoc, enter the following additional details to configure the first pay run and set up the recurring cycle:

      1. In Start date, select the start date of the pay run.

         For example, to configure monthly pay runs that begin on the 1st of every month, you can select the 1st of the next month as your start date.

         The end date for the pay run is automatically computed and displayed based on your configured payment frequency.

      2. In Payment date, select the payment date for the pay run.

         For example, for monthly pay runs, you can set up salary payment on the 25th of each month. To do this, select the 25th of the next month as your payment date.

   4. (Optional) Select a pipeline in the Pipeline drop-down menu.

      You can customize the workflow of your pay run instead of setting up only default pay run actions. To do this, you can assign a pipeline to a payroll group.

      If a pipeline is assigned to a payroll group, pay runs based on the payroll group display pipeline action buttons.

   5. (Optional) If you work with SAP files, you can enter the SAP company code.

   6. In Imports, select options from the following that represent the data from other Yomly features that you want to import and include in payroll calculations in pay runs:

      • Import salaries

      • Import advances

      • Import leave

      • Import business travel

      Selecting Import salaries enables you to import basic salaries of employees to pay runs. However, if you use V2 pay categories in your business to implement and manage payment of employee basic salaries, use scripting (when configuring the pay category) to import basic salary information.

      To import data from Expenses and Benefits to pay runs, use scripting when configuring the respective pay categories.

      We have provided all businesses with pre-configured global (V2) pay categories that facilitate the following features:

      • Ability to route expense reimbursements through Payroll

      • Ability to manage airfare accruals, which are employee benefits, through Payroll

      You must enable these pay categories in your business settings to take advantage of these capabilities. 

   7. (Optional) Select the Is default checkbox to set the payroll group as the default one.

      If you set a payroll group as the default, any new employees you add to the platform are automatically added to this group.

   

5. Click Save payroll group.

The payroll group is added to the list and can be assigned to employees.