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Pay cycles and pay periods (form) 6.2 CU7 and prior

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2

 Click Payroll > Setup > Pay cycles and pay periods.

Use this form to create the pay cycles that are used in your organization and to generate pay periods for each pay cycle.

A pay cycle determines how often payroll is run and on what specific days workers are paid. For example, a pay cycle might be monthly and paid on the last day of the month, or it might be weekly and paid on the Tuesday following the end of the pay period. Each payment recurrence pattern is called a pay cycle frequency.

Pay cycles are assigned to positions to control when workers in those positions are paid. They are also assigned to the payroll calculation frequencies that determine the schedule for processing payroll entities such as benefits or recurring earnings.

After you have created the pay cycles, you can generate pay periods for each cycle. Each pay period includes a default payment date that is based on information that you provide. However, you can modify the default payment date in a pay period to allow for exceptions, such as holidays.

注意

This topic describes functionality that is available only if the Payroll - USA configuration key is selected.

Tasks that use this form

Pay cycle and pay period tasks

Form-level controls

Buttons

Information

New

Create a pay cycle.

The name of the pay cycle and its associated pay cycle frequency cannot be changed.

Delete

There are two Delete buttons on this form. The Delete button at the top of the form deletes a pay cycle.

After you have associated pay periods from the pay cycle with a payroll calculation frequency, the pay cycle cannot be deleted.

Fields

Information

Pay cycle

The unique name or code that you use to identify a pay cycle. For example, you might use w and bw to identify the pay cycles for weekly and biweekly payroll. Similarly, you might use salary and hourly to identify the pay cycles for salaried and hourly positions.

Description

A longer name that describes the pay cycle.

Pay cycle frequency

How often the regular payroll is processed for this pay cycle.

Different groups of positions with the same pay cycle frequency may have different pay dates. For example, both hourly and salaried positions might be paid biweekly. If all positions are paid on the Friday following the last working day of the pay period, you can use the same pay cycle for both hourly and salaried positions. However, assume that the salaried positions are paid on the last working day of the pay period, and the hourly positions are paid on the Friday following the last working day of the pay period. In that case, you would need one biweekly pay cycle for the hourly positions, and another biweekly pay cycle for the salaried positions.

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Pay period grid controls

Buttons

Information

Generate

Open the Enter pay period details form, and then enter the following pay period details to generate pay periods for the selected pay cycle:

  • Pay cycle frequency – How often payroll is processed for the selected pay cycle. This field cannot be changed.

  • Number of periods – The number of pay periods to generate. In most cases, you will generate enough pay periods for at least a full year.

  • First period start date – The first day of the first pay period to generate. This date and the pay cycle frequency are used to determine the first day of all pay periods that you generate.

    注意

    If you have already generated pay periods for this pay cycle, the First period start date is the first calendar day after the last day of the last existing pay period. It cannot be changed.

  • First payment date – The pay date for the first pay period that is generated. This date and the pay cycle frequency are used to determine the default payment date for all pay periods that you generate.

Delete

There are two Delete buttons on this form. The Delete button over the pay period grid deletes a pay period from the pay cycle.

There cannot be a gap of any number of days between the ending date of one pay period and the starting date of the next pay period. Therefore, you can only delete consecutive pay periods that are at the start or at the end of the list of pay periods.

Filter

Information

Status filter

When you open the form, only open pay periods are shown. Use this filter to view only open pay periods, all pay periods, or only closed pay periods.

When a pay period is closed, pay statements cannot be generated or submitted for payment for that pay period.

Grid headings

Information

Period start date

Period end date

The first and last date in each pay period. These dates cannot be changed.

Default payment date

The date when pay for the pay period is scheduled to be issued to workers.

When you generate pay periods, review the dates in this column. If any of the pay dates are on bank holidays or other days when pay cannot be issued, you can change the dates here. You can also change the date when you generate pay statements.

Status

When pay periods are generated, their status is Open. When you change the pay period status to Closed, payments and pay statements for the closed pay period cannot be processed.

Some organizations change the status of all pay periods to Closed as soon as the pay periods are generated. They change the status of a pay period to Open in order to generate pay statements for the pay period. They change the status back to Closed after the pay statements are submitted for payment.

Other organizations change the status only after payments are issued. Some organizations never change the status.

Comments

When you change the default payment date for a pay period, the best practice is to enter the reason for the change in this column. You can also enter other information about a pay period.

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See also

Setting up payroll: Basic topics

Payroll calculation frequencies tasks

Payroll calculation frequencies (form) 6.2 CU7 and prior

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