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How to set up monthly payroll (CSV)

Sean Wyse By Sean Wyse Updated 12 January 2026 3 min read
Permission level: All Users Device: Web Browser

This article explains how to enable the monthly payroll calendar in your system. A properly set payroll calendar ensures your team gets paid on time and helps streamline your payroll processes. By following these steps, you'll have a fully configured payroll system tailored to your needs. This guide also highlights the importance of having complete pay templates to avoid errors during payroll processing.

Access payroll settings

This section shows you how to access the payroll settings in your account. Configuring payroll settings is the first step to setting up a monthly payroll calendar.

1.1.1 Log in to your account.

Screenshot illustrating the login screen for accessing the account

1.1.2 Click on Payroll in the top menu.

Screenshot showing the Payroll option in the top menu

2. Enable monthly payroll calendar

Once you've accessed payroll settings, you can enable the monthly payroll calendar. This ensures regular monthly payments for your team.

2.1 Activate monthly payroll calendar

2.1.1 On the top-right corner of the screen, click the gear (settings) icon.

Screenshot of the gear icon for accessing payroll calendar settings

2.1.2 From the pop-up modal, select the Monthly Pay Cycle from the list of options.

Screenshot displaying the Monthly Pay Cycle option

2.1.3 Choose the appropriate Week Start Cadence from the available selections.

Screenshot showing the list of Week Start Cadence options

2.1.4 Click Save.

Screenshot highlighting the Save button for finalizing monthly payroll settings

3. Verify pay templates

Before finalising the payroll calendar, ensure your pay templates are correctly set up. Pay templates define the payment structure for your employees and prevent payroll errors.

3.1 Review pay templates

3.1.1 Access the pay templates section in your account.

3.1.2 Check that all roles and pay rates are assigned correctly.

3.1.3 Make adjustments if necessary.

3.2 Refer to the pay templates guide

3.2.1 If you're unsure about pay template setup, refer to the

3.2.2 Follow the steps outlined in the guide to finalise your templates.

Frequently asked questions

1. How do I access payroll settings in my account?

To access payroll settings: Log in to your account, go to the settings menu on the dashboard, and select the Payroll option from the settings menu.

2. How can I enable the monthly payroll calendar?

To enable the monthly payroll calendar: Navigate to the payroll calendar settings, choose the Monthly payroll option, and save your changes.

3. Why is verifying pay templates important?

Verifying pay templates ensures that employee roles and pay rates are correctly assigned, preventing errors during payroll processing. It helps streamline payroll operations and ensures accurate payments.

4. Where can I find guidance on setting up pay templates?

If you're unsure about setting up pay templates, access the Introduction to Pay Templates Guide in your account and follow the steps outlined in the guide to finalise your templates.

5. What are the benefits of a properly configured payroll calendar?

A properly configured payroll calendar ensures timely payments for your team, reduces payroll errors, and simplifies your payroll management processes.

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