Creating pay periods

A payroll in Sahora is always computed for a pay period. This guide shows how to create the periods for each pay group, change a pay date and remove a period you made by mistake.

Before you start

• Set up your pay groups first: how often they are paid, the cut-off days and the pay day. See Pay groups and pay schedules.
• If Attendance shows "No pay schedule yet", click Set up the pay schedule to start from a template in Company setup.

How Sahora makes the periods

You choose a range of dates. Sahora makes the periods inside it from the pay group's own rules:

• Monthly: one period a month, ending on the last day of the month or on the cut-off day you chose.
• Semi-monthly: two periods a month. The first ends on the first cut-off day (usually the 15th). If the second cut-off is before the month ends (for example the 25th), the next period starts in this month and ends in the next, such as 26 October to 10 November.
• Weekly: seven-day periods starting on the pay group's first day of the week.
• Daily: one period a day.

The pay date is either a number of days after the period ends, or a fixed day of the month (for example the 15th and the last day), depending on the pay group.

Create the periods

1. Open Attendance. Each pay group has its own card.
2. Under the list, check the dates in Create periods from and to. Sahora suggests this month and the next two.
3. Click Create periods.

You see how many periods were made. Periods that already exist are skipped, so you can run it again safely; if everything in the range is there, you see "All periods in that range already exist."

You can create up to about a year at a time. The card lists periods from the last four months onward, and the current period is marked current.

Change a pay date

1. In the period's row, change the date under Pay date.
2. Click Save.

The pay date can't be earlier than the start of the period. You can change it only while the period is open. A locked period (its payroll is approved) keeps its pay date.

Delete a period

Delete appears only for an open period with no attendance entered yet.

1. Click Delete in the period's row.
2. Confirm.

If attendance was entered, you see "This period has attendance entered; clear it first."

Next steps

• Enter or fill in the attendance for the period. See Attendance for a pay period.
• Compute the payroll on the Payroll page. See Computing a payroll.

Good to know

• Payrolls of one pay group are approved in order. Before you can compute a period, every earlier period of the same pay group in the same year must have an approved payroll. Otherwise you see "Approve the payroll for … first."
• Once a pay group has pay periods, a policy template in Company setup won't change its schedule.
• Creating and changing periods is for Owner / Management and payroll officers.