In this article, you will learn:
What is the Main Schedule?
The Main Schedule determines the schedule to which a salaried employee's costs will be assigned.
Please note: If you do not assign a Main Schedule to your employees who are paid salary, their labour costs will not be applied to the schedule
How to assign employees a Main Schedule
What you need to do is assign a Main Schedule to your salary employees - this will decide which schedule that employee's costs will be applied to. There are two ways you can do this - either within the Work tab of employee's profiles OR you can do this in bulk using the Update Employee Profiles feature in Settings.
How to Assign Main Schedule within Payroll tab of Employee Profile
Sign into bizimply.com
Click into 'Employees' tab from navigation bar
Select relevant employee to click into their profile
Click into the 'Payroll' tab
Scroll down to the 'Main Schedule' field
Select relevant schedule from the drop down that appears. (Note that if the relevant schedule does not appear in the drop down, you must assign the employee to that schedule first using help article).
Click save at bottom of the screen
How to Assign Main Schedule in bulk using the Update Employee Profiles feature
Please note: Only Account Administrators have access to do this.
Sign into bizimply.com as an admin
Click your name/email at the top right of the screen
Select 'Settings' from the drop down menu
Select 'Employees' on the left hand side
Select 'Update Employee Profiles'
Read through instructions in the blue box on the right hand side
Choose field to update from drop down menu
Download the Active Employee List CSV
Update column G with the main schedule you wish to assign to each employee
Save the file
Select the CSV file that you have saved. Upload and click the 'Import' button
If an employee has been assigned a Main Schedule that they have not yet been added to, the file will not go through and an error list will appear stating that 'Schedule not found under: Employee Schedule field'