How to Configure Payroll Subgroups - Knowledge Base | BerniePortal

How to Configure Payroll Subgroups

Payroll subgroups in BerniePortal enable Employers to establish customized payroll schedules that align with their specific payroll cadence, pay periods, and check dates for different employee populations!

To access: 
  1. Log in to BerniePortal as the Global Administrator or a Payroll Feature Admin
  2. Select the "Payroll" tab in the top navigation menu
  3. Select the desired subgroup for configuration


To configure payroll subgroup(s):
  1. Company information setup

    1. Subgroup Name- Enter a descriptive name for this payroll group
    2. Company FEIN- Input the applicable Federal Employer Identification Number
    3. Payroll Year- Select the appropriate calendar year from the dropdown
    4. # of Pay Periods- Select the appropriate payroll frequency
    5. 1st “Pay Period End Date” of Year- Select the numerical date in January when the first pay period of the year closed
      1. Example: If your first check date was 1/10/25 with a pay period ending 1/3/25, select "3"
    6. How Many Days After Pay Period End Date is Your Check Date- Specify how many days after the pay period end date the check date occurs
      1. Example: Check date of 1/10 with pay period ending 1/3 = 7 days offset
    7. View and Confirm Dates- Click to proceed to data review
  2. Review and confirm dates
    1. Based on the above configuration, BerniePortal generates a complete payroll schedule with pay periods and check dates- Review the information and make adjustments as needed
    2. Red Warning Banners: Indicate check dates falling on banking holidays or weekends

      1. Note: Warnings appear because most banks don't operate on holidays/weekends- If your company issues checks on these days, leave dates as configured
    3. Calendar Tool: Use the calendar icon next to each date to make adjustments

    4. Save: Click "Save" at the bottom of the page to finalize the configuration

Need to Start Over? If you notice errors after clicking "View and Confirm Dates," click "Reset Subgroup" at the top of the configuration page to restart the process.

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