Product podcast — March

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Screen conversion: Period Processes and Payroll Processes Definition

The Period Processes and Payroll Processes Definition screens have been converted to NextGen. Both screens are now consolidated into a single Payroll Cycle Setup screen, organised into two tabs.

Cycle Stages (previously "Period Processes") — use this tab to capture and manage payroll cycle stages. Key changes include:

• In-row editing — the grid now supports in-row editing with search and filter functionality for every column.
• Inactive date column — mark stages as inactive; they will no longer appear in Cloudroom checklist items or the Payroll Process Tracker.
• Frequency column — assign cycle stages to specific frequencies.

Cycle Setup (previously "Payroll Processes Definition") — use this tab to define processes and link them to stages. Key enhancements include:

• Reorder Cycle Setups — drag-and-drop reordering. Dragging one setup onto another creates a parent–child hierarchy.
• Streamlined configuration — new slide-out menu for faster capture and management.
• Rule-based due dates — the most significant update to the payroll cycle. Set deadlines relative to pay date — for example, payroll sign-off due 5 working days before pay date, with a specific cut-off time.

Bulk actions: Cycle Stages and Cycle Setup

Two new bulk actions allow upload of Cycle Stages and Cycle Setups in bulk.

• Cycle Stages — Bulk Actions > Company > Payroll Cycle > Cycle Stages
• Cycle Setup — Bulk Actions > Company > Payroll Cycle > Cycle Setup

Introducing the Payroll Process Tracker dashboard

The new Payroll Process Tracker is your command centre for managing and prioritising payroll tasks across all authorised companies and pay frequencies. Access it under Payroll Cycle > Payroll Tracker Dashboard.

• Interactive status cards — view counts for overdue, due today, and upcoming tasks. Selecting a card auto-filters the grid.
• In-row editing — specify completion dates directly in the grid.
• Customisable grid — column chooser lets you tailor the view or export data for reporting.
• Stage ownership — the owner column indicates Client (C) or Vendor (V) responsibility.
• Security and permissions — super users manage access via the new "Payroll Process Tracker" securable object under the Payroll Cycle menu branch.

Separate cut-off dates for claims and leave

An enhancement is in development for the run management screen to support separate cut-off dates for claims and leave. The existing single cut-off date will be replaced with two distinct fields, allowing independent management per your organisation's policies.

User interface enhancements: future-dated terminations and suspensions

Upcoming UI improvements will surface employee status more clearly across the system:

• Terminated — red border around the employee photo.
• Future-dated terminations — employees remain visible as active until their termination date; upcoming termination details display in grey on their profile.
• Suspended — yellow border, with suspension details prominently displayed for the current period.

Advanced Employee Search will also be enhanced to reflect each employee's current status directly within search results.

Product Webinar — March 2026

An exclusive virtual session for direct customers covering the latest and upcoming features of 2026. Thursday, 12 March.

Knowledge base and FAQs: payroll made easy

Training dates — Q2 2026

All sessions are virtual. View the full training page →