To ensure payroll is processed accurately and on time, it’s important to set up your semi-monthly payroll projects correctly in Firm360. This guide walks you through the recommended setup and best practices.
Overview
A semi-monthly payroll schedule requires processing payroll twice per month (e.g., the 1st and 15th or 5th and 20th).
To support this in Firm360, it is recommended to create two recurring monthly payroll projects—one for each payroll cycle.
Key Recommendation
Create two separate monthly recurring projects:
- One project for the first payroll cycle
- One project for the second payroll cycle
This ensures payroll tasks are activated on time and avoids last-minute processing.
Project Activation Timing
For best results:
- Set each payroll project to become active 4-5 days before the payroll due date
This allows sufficient time to:
- Collect payroll data
- Review and verify information
- Complete processing without delays
Example Setup
If payroll is due on the 5th and 20th, you would configure:
Project 1
- Due Date: 5th of the month
- Activation Date: 4-5 days prior (e.g., 1st or 2nd of the month)
Project 2
- Due Date: 20th of the month
- Activation Date: 4-5 days prior (e.g., 15th-16th)
Why Use Two Projects?
Using two separate projects helps you:
- Stay organized across payroll cycles
- Ensure consistent timing for data entry and processing
- Avoid delays caused by overlapping deadlines
- Maintain a predictable workflow for your team