How to Configure Payroll Subgroups - Knowledge Base | BerniePortal

How to Configure Payroll Subgroups

Configuring your employer's payroll subgroups in BerniePortal allows you to set up a schedule of your employer's pay periods and pay dates.

To configure your employer's payroll subgroup(s):
  1. Select the "Payroll" tab in the top navigation menu, then select the name of the subgroup you'd like to configure.

  3. Adjust the subgroup name and FEIN (if necessary).

  5. Use the dropdown menus to select the payroll year you'd like to configure and your employer's number of pay periods.

  7. Once you've determined your employer's number of pay periods, use the dropdown menus to determine your employer's first "pay period end date" of the year, and check dates based on pay period end dates.

  9. Select "View and Confirm Dates."
  10. Based on your selections above, BerniePortal will populate a listing of your employer's pay periods and check dates.

    2. If any of your employer's end of pay period or check dates fall on a holiday, for example, you may receive an error with instructions to select a different date.
  11. Use the calendar tool next to each date to make an adjustment.

  13. Use the check box in the column on the right if you'd like to skip a pay period. 

  15. Once all dates have been reviewed and confirmed, select "Save" at the bottom of your screen.
  16. NOTE: BerniePortal will display a message if any of the check dates land on a holiday or a weekend. This is only because some banks are not open for operation on these days. If your company does, in fact, issue checks on these days, you can leave the date configured as is.
Note: BerniePortal has the ability to configure pay periods and pay dates for both the current year and upcoming year. To configure the upcoming year:
  1. Follow the steps above to configure the current year's pay periods and pay dates.
  2. Begin at Step 5 above, and select the upcoming year from the "Payroll Year" dropdown.
  3. Complete steps 5 through 15.
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