Enter your pay periods in Billiyo to automatically default date ranges throughout our application and apps.
Table of Contents
Quick Notes
Video
Enter Your Pay Periods
Delete Pay Periods
Pay Period Settings
Quick Notes
- Entering your pay periods within Billiyo allows our system to auto-populate date range fields and app filters customized to you.
- Within your Company Settings, there is a field to manage how long a pay period date range is defaulted to, within date fields and app filters, after a pay period has ended.
Video
Enter Your Pay Periods
To enter your pay periods within Billiyo, in the left menu navigate to:
More > Company > Company Settings
Then, click on the Pay Period tab on the left side of the screen.
Within the Pay Period tab, locate the in the upper right corner of the screen and click on it.
By design, our system is automatically set up to split pay periods into 2 week timeframes. So, when adding your pay periods all you need to do is select the start date of the current pay period and the end date of the last known pay period!
After selecting a date range, click on the button. Upon doing so, a success message should appear.
After clicking on the button, your pay period date ranges should appear in the table.
Note: Only pay periods that contain the current date or future dates will be visible, pay periods that have passed will not be displayed in the table.
Delete Pay Periods
If you need to make adjustments to your pay periods after they've been entered, you can delete the current pay periods.
To do this, within the Pay Period tab in your Company Settings, locate and click on the checkboxes to the left of any pay periods that need to be removed.
After doing so, above the upper right corner of the table a icon should appear. Click on this to delete the checked pay periods.
When you click on the icon, a pop-up will appear asking you to confirm deletion.
Clicking on the button will confirm deletion and the pay period date ranges that were selected are removed.
Pay Period Settings
Within your Company Settings there is a field to manage how long a pay period date range is defaulted to, in date range fields and app filters, after it has ended.
To access this setting, in the left menu navigate to:
More > Company > Company Settings
Within your Company Settings, click into the Configurations tab.
In this tab, click on the that appears in the upper right corner to edit your settings.
Within your settings, you'll find 2 fields related to how long after a pay period ends that the ended pay period dates will automatically populate in date fields and filters.
Impacts the Billiyo Caregiver and Billiyo Clinical apps. | |
Impacts the Schedules Approval page within the web portal. |
Field is blank |
The past pay period will continue to be defaulted to and filtered for until 5 days after the pay period end date.
|
Field contains 0 |
The date range of the current pay period that you are in will be defaulted to and filtered for.
|
Note: In our Billiyo Caregiver and Billiyo Clinical apps, if any value besides 0 is set, for EVV schedules staff should see the current date also be included in the default filtering date range.
Once you've entered the number of days you'd like a past pay period to be displayed for after it's ended, click on the button to save.