How do I copy a task from one payroll to another?

Modified on Tue, 10 Dec at 2:31 PM

Within Cintra iQ, you have the ability to create a Task list for a payroll using the Payroll Task functionality. This is so that you can check that required tasks are performed for the payroll. You can copy an existing default task list for all periods within a payroll to another payroll. This list will be used to pre-populate the Payroll Period Task list within Payroll Period Tasks when you move a payroll forward. Copying existing tasks to other payrolls is useful so that you do not have to repeatedly enter the same information for multiple payrolls.

To copy a task

Navigate to the Payroll Task Settings tab.
Go to Cintra iQ: Payroll> Payroll Setup> Employers Setup> Employer> PAYE & Payrolls tab> Payrolls associated …pane> Payroll
Click the Copy Tasks button. The Copy Tasks from other payroll window appears.
Select the desired Payroll. The associated tasks appear in the pane.
Select the desired tasks.
Click the Copy button. The selected tasks are copied to the Payroll Tasks Settings tab.