An employee assignment identifies who receives a transaction and its applicable value and effective dates. Its optional Schedule identifies when an occurrence is due. The transaction definition still controls calculation, tax treatment, employer cost, and payslip visibility.

Steps

  1. Open the employee assignment

    In Employees, select Edit employee and open Recurring payroll inputs. Add or edit an eligible assignment, then turn on Use a recurring schedule. Keep the assignment’s effective dates distinct from the schedule dates.

  2. Choose the frequency and amount basis

    Choose once off, every eligible payroll, weekly, fortnightly, monthly, quarterly, every six months, annual, every N months, selected months, or explicit instalment dates. Set Amount basis to per occurrence, annual commitment, explicit instalment amounts, or an existing variable calculation where offered.

  3. Set dates and end conditions

    Enter the contract or anchor date. Add an end date or occurrence limit when the arrangement has one. Choose selected months, a month interval, or each instalment’s due date and amount when the selected frequency requires them.

  4. Review processing rules

    Choose the explicit Catch-up, Proration, and Business day rules. Do not assume a missed instalment is silently collected in the next run, or that an annual commitment is automatically prorated for a partial year.

  5. Preview and save

    Review Next schedule dates and the calendar-year total, then save the assignment and Save changes on the employee form. The preview shows dates over the next 12 months; an unresolved amount remains unestimated.

Choose dates that match the arrangement

Every N months is a regular interval. For school terms or any irregular agreement, use Explicit instalment dates with the actual due dates. Each instalment can carry its own amount, payment date, expense coverage dates, and benefit date where those fields apply. A due date and a payment date serve different purposes.

A schedule can be open-ended, but its preview and forecast cover only the requested horizon. Later edits affect future eligible occurrences; check a draft’s proposed transactions again after changing an assignment. Finalised payroll history is retained. A scheduled item is not proof that it has been processed or paid.