Setting Up Your Payroll Schedule
One of the first things you’ll want to do when setting up your Worksana account is to configure your company’s payroll schedule.
🚀 Steps to Get Started
Go to Payroll Settings
Click your company name from the left-hand navigation.
Select Payroll Settings from the pop-out menu.
Open Payroll Schedule Settings
Click Manage Payroll Schedule.
Then click Add Payroll Schedule.
📝 Complete the Payroll Schedule Form
Here’s what to fill in:
Name your payroll schedule (e.g., "Biweekly Employees").
Select Frequency from the dropdown:
Weekly
Every two weeks
Twice monthly
Monthly
📅 Choosing the Right Dates
Depending on the frequency, fill in the appropriate timing:
Weekly / Every two weeks:
Choose the date your last pay cycle began.Twice monthly:
You’ll have two date options. Choose the date each payroll period closes (not when checks are issued).Example: If you pay employees on the 1st–15th and 16th–end of the month, select 15th and End of Month.
⚠️ Important Final Step
Before submitting, check the box that says:
✅ Set as default rule
Then click Submit, and your payroll schedule is ready to go!
Next article: Configuring Payroll Settings