How do I create tasks for all pay periods within a payroll?

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 create a default task list for all periods within a payroll. This list will be used to pre-populate the Payroll Period Task list within Payroll Period Tasks when you move a payroll forward.

To set up a default task list

Navigate to the PAYE and Payrolls tab.
Go to Cintra iQ: Payroll> Payroll Setup> Employers Setup> Employer> PAYE & Payrolls tab> Payrolls associated …pane> Payroll
Right click: New in the Payrolls associated... pane. The New Payroll form appears.
Enter the relevant information.
Click the Next button. The ... Payroll window appears.
Select the Payroll Task Settings tab.
Click the New button. The New Payroll Task window appears.
Select the sequence in which the task appears in the list.
Enter the subject.
Enter the description.
Click the OK button. The task appears in the List of Task pane.
Continue to add existing tasks, if necessary.

Information:

You can edit and delete a payroll period task, reset the payroll to the current payroll period tasks and/or copy tasks from one payroll to another.