Customize Payroll Sync
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      3. Customize Payroll Sync

      How to Customize Fields in your Payroll Sync and Edit your Payroll Schedule

      Need to edit your Payroll Schedule or hide fields that do not pertain to your payroll sync? Learn how below!

      If you'd like to make edits to your Payroll Sync and/or Schedule, please reach out to your GoCo team. Only GoCo can edit your Payroll Schedule.


      What can be edited?

      • Payroll Provider: What payroll provider will be used with the payroll schedule?

      • Pay Dates: When do team members get paid?

        • Payroll Schedule Name
        • How often is the team paid? 
          • Weekly
          • Bi-Weekly
          • Semi-Monthly
          • Monthly
        • When is the next paycheck? 
        • How many benefit deduction periods does your company have per year?
          • 26 benefit deduction periods
          • 24 benefit deduction periods for all lines
          • 24 benefit deduction periods for only some benefits. All other benefit lines will have 26 deduction periods. How many benefit deduction periods does your company have per year?

      • Work Period: What work is covered by each paycheck?

        • How do you pay employees for the work they performed?
          • Pay In Arrears (Recommended for Time Tracking).
            Employees are paid for work they completed in the past. Common for hourly employees. For example, a company pays employees on the 31st for work performed from the 7th to the 21st.
            • How many days in arrears?
          • Pay To Current
            Employees are paid for work they just performed. Common for salaried employees. For example, a company pays employees on the 31st for work performed from the 15th to the 31st.

      • Benefit Deduction Period: What benefits are deducted on each paycheck?

        • How do you deduct employees for benefits they received?
          • Deduct To Current. 
            Employees are deducted for benefits they just received.
          • Deduct In Advance
            Employees are deducted for benefits one work period in advance.
        • Should deductions be pro-rated?

      • Payment Methods: Decide if team members can use direct deposit, paper checks, or both.

        • Allowed Payment Methods
          • Direct Deposit
          • Direct Deposits & Paper checks
        • Allowed Number of Bank Accounts for Direct Deposit
          • 1 bank account
          • 2 bank accounts
          • 3 bank accounts
          • 4 bank accounts

      • Payroll Sync: Choose how this pay schedule should work with Payroll Sync.

        • Payroll Sync: How should the team members on this payroll schedule be synced?

          • Payroll Sync Dashboard
          • Don't sync team members to payroll (most common for contractors)
        • Salary Display
          • Show the annual salary. The Payroll Dashboard will show annual salaries.
          • Show the per pay period amount. The Payroll Dashboard will show how much a salaried team member will make per pay period.
        • Payroll Sync Reminder
          • Based on the pay date
          • Daily
          • Weekly
        • Send a reminder to sync payroll
          • # of business days before pay date ( based on pay date option above)
            or
          • Day of week (weekly option above)

      • Payroll Processors: Who will sync the data to payroll?

        • Who is syncing changes to payroll?
          Decide who will be responsible for syncing the changes in GoCo to payroll.
          • A partner team. 
            Select this option if GoCo (or another partner team) is syncing changes to payroll.
          • (Your Companies Name) team
            Select this option if (Your Companies Name) is syncing changes to payroll themselves.
        • Payroll Processor. View only access to sync changes in GoCo to payroll. Receives payroll notifications.
          • You can select Full Access Admins or individual employees.

      • Remove Terminated Employees from Payroll.

        Decide when terminated employees should be removed from payroll.
        • The pay period after termination
        • The same pay period as the termination
        • Never

      • Add New-Hires to Payroll.  Decide when each type of new-hire should be added to payroll.

          • Hourly new-hires will be added:
            • Immediately 
            • Before first pay date 
              (payroll schedule)
          • Salary new-hires will be added:
            • Immediately 
            • Before first pay date 
              (payroll schedule)
          • Contractor new-hires will be added:
            • Immediately
            • Before first pay date 
              (payroll schedule)
      • Timesheet Approval. What is the deadline to approve timesheet hours so they can be submitted to payroll on time?
        • Timesheet Approval Deadline. When is the deadline to approve timesheets so they are submitted to payroll on time?
          • (Number) hours AFTER pay period ends
          • (Number) hours BEFORE pay period ends
          • (Number) days AFTER pay period ends
          • (Number) days BEFORE pay period ends 

      • Payroll Schedule Members

        What team members use this payroll schedule.

      • Fields and Data

        Manage what won't show on the payroll sync dashboard
        • Examples:
          • Company Class
          • Department
          • Job Title
          • Direct Deposit

      Most of the features available to hide are Employer Contributions but you will also see fields like Company Class, Department, Last Paycheck Card, etc. We can always come back and remove a field you wish to reactivate into your payroll sync schedule. 

       

      Have a question we didn't answer? Email us at help@goco.io 🦖

      Last updated 9/28/23