RB User Guide > Setup > Pay Dates

Setting up pay dates

After setting up Pay Groups and at the beginning of each year, set up the year’s pay dates and their corresponding cutoff dates for each pay group. Doing so drastically reduces the number of payroll errors caused by entering the wrong date when running payroll.

  1. Enter new pay date

    1. Setup > Pay Dates
    2. In the Pay Dates Search By pane, Year From/Year To default to the current year. Click search button to check which pay dates have already been entered into RB9.
    3. To add a pay date, click New.

  2. Add pay date information

    1. In the New Pay Date window:
      • *Pay Date

        Required. Enter/select date checks will be issued (Date Navigator).

      • *Cutoff Date

        Required. Enter/select the last date for invoices to be included in this pay date (Date Navigator).

      • Pay Group

        Default is set in Lists > Resources. Select a different group in the drop-down, if desired.

      • 1099-Issuing Business Unit

        Select a business unit that will be issuing 1099s (i.e., your main office) in the drop-down.

      • Remarks

        Enter a description of this Pay Date listing.

    2. In the *Business Units to include pane, click add button (required).
    3. In the Add Business Units panel, check the BU ID boxes of business units whose jobs should be included in this payroll. Check the box in the header to include all BUs. At least one BU must be selected.
    4. Click Save.

  3. Save date

    In the New Pay Date window, click Save >

NEXT: Customize your company’s invoices

You can add custom headers and messages to your invoices. Start with invoice headers. Add your own headers to use instead of the RB9 defaults. Then add invoice messages to give your clients more information.

Reference
Step-by-step instructions