Skip to main content
Use owner or admin access in employer view. Open Settings → Payroll schedules when it is available to your company. If the section is missing, contact support to confirm availability; your retirement plan’s pay settings remain a separate place to review the default cadence.

​
Add a schedule

  1. Select Add schedule.
  2. Enter a unique Schedule name. Use no more than 80 characters, no commas, and a name other than Default.
  3. Choose Frequency: Weekly, Every two weeks, Twice a month, Monthly, or Quarterly.
  4. Complete the fields for that frequency. Weekly schedules use Pay day; every-two-weeks schedules also need a Cycle anchor date. Month-based schedules use First pay day of month, with Second pay day of month for twice-a-month schedules. The form uses -1 for the last day of the month.
  5. Check the cadence against your actual payroll calendar, then select Save schedule.
  6. Review the saved schedule in the list.
Creating a schedule does not assign everyone to it or run payroll.

​
Assign current members

From Team Members, use the person’s action menu → Assign payroll schedule. Select the intended Payroll schedule, then select Assign and check the result. Where bulk assignment is available, select the intended rows, choose the schedule under Assign selected members, and check the number on Assign before selecting it. Assign no more than 50 current members at a time. Check the resulting assignments before continuing with another group. For new invitations and CSV imports, use the payroll-schedule field when offered. A blank schedule value in a supported import uses the default schedule. See Import team members for its format.

​
Edit or archive a schedule

For an active custom schedule, choose Edit, update its name or cadence, and select Save schedule. Check the people assigned to it before making a change. A new cadence does not itself correct historical contribution runs. To stop using a custom schedule, reassign its current members and resolve its pending invitations first. Choose Archive and read Archive payroll schedule before confirming. Archived schedules cannot be restored or edited. The Default schedule cannot be edited or archived from this page. If archiving is blocked, follow the specific member or invitation issue. Do not remove an employee merely to archive a schedule. Contact support if the remaining assignment cannot be resolved.