Settings — Payroll

The Settings ▸ Payroll page sets your organization’s default payroll frequency (how often staff are paid) and method (how they’re paid). These defaults flow down to every team member unless something more specific overrides them. The page is admin-only (Owner / Admin).

The inheritance chain

A team member’s effective payroll settings resolve in this order, with the most specific value winning:

1. Team member — the value on their compensation tab (Settings ▸ Team ▸ the person), if set.
2. Division — the override on their Division (Settings ▸ Divisions), if set.
3. Organization — the defaults on this page.

Leaving a field as — No org default — means there is no organization-level value, so the Division (then the employee) value is used; if none is set anywhere, posting falls back to the application default.

Where the options come from

• Payroll frequency draws from the payroll_frequency Managed List (Weekly, Bi-weekly, Semi-monthly, Monthly, …).
• Payroll method draws from the shared Payment Method Managed List — the same list used for client payments and disbursements (direct deposit, cheque, EFT, …).

Both lists are firm-editable at Settings ▸ Managed Lists.

Permissions and scope

Role	View	Manage
Owner / Admin	✓	✓
Member	✗	✗

Troubleshooting

Symptom	Most likely cause	Fix
A member’s pay frequency isn’t the org default	A more-specific division/member override is set	Check the member’s compensation tab and their Division
Method dropdown is missing an option	Not in the Payment Method Managed List	Add it at Settings ▸ Managed Lists
Frequency dropdown is missing an option	Not in the payroll_frequency Managed List	Add it at Settings ▸ Managed Lists

Related pages

• Settings ▸ Divisions — per-division payroll overrides
• Settings ▸ Managed Lists — frequency + payment-method option lists
• Settings ▸ Team — per-member compensation overrides