Setting Up Pay Period for Your Team

Who this is for

Team owners, managers, and payroll admins who need to define how and when employees’ time is grouped for payroll or reporting.

Before you start

• You have manager or owner role in the team.

• Know your preferred schedule, such as Weekly, Bi‑weekly, Semi‑monthly, or Monthly.

Video guide

In this video, I walk you through how to set up the pay period for your team using both the web and mobile apps.

When you create your account, your pay period is set to monthly, but you can easily change it to bi-weekly or another option in the Settings under the ‘pay period’ tab.

I explain that these changes will automatically propagate to all team members' timesheets.

I encourage you to make these adjustments as needed to align with our payroll practices.

Video Transcript:

0:00 All right, let's talk about how we can set up the pay period for our company, or for our team. Uh, right now, let's start with the web app.

0:11 So for now, my current pay period is set to monthly, basically, when I do this. You can see it's from the start of August to the end.

0:19 Previous one, it's going from July to the end of July. And most companies, well, some companies, is they would do bi-weekly or some other setup.

0:32 We can change that by going into the settings down here and finding the pay period tab. Here, you can change and adjust the type of pay period you have, once a month, bi-weekly, or anything else, and just set it up to match what you do in, what you do for your, for your team.

0:52 And when you set this up, let's say we do twice a month, first of every month on the 12th of every month, save, this will propagate to all of your team members.

1:08 So when they look at their timesheets and they're on the pay period view, they'll also see the same, they'll have the same settings.

1:15 Let's take a look at how this can be done on the mobile app in case you're using that. To manage your team.

1:22 So in the mobile app, I can go into the settings tab, and to pay period, you can even search up here if that's more convenient for you, and make adjustments.

1:35 So same options as what you had on the web app, and, uh, it's already updated here, as you can see, because it was the same account as what I had on the web app.

1:46 It's set to twice a month on the 1st and 15th, uh, 12th. And when I go into the Crew tab and I select, say, Patriot, you can see it's already using the new setting that I set up.

2:00 Uh, you can look at it on the web app too. If I go here, current pay period is already set to the, the custom weird pay period that I set up.

2:11 And, yeah, so managers and owners can adjust these things. For employees, uh, if they go into the settings tab on their phone, they won't have this option.

2:21 They'll just use whatever setting that, uh, you guys, the, the manager owner have, have set for the team. And that's about it.