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HQ Frequency Codes

Company Tracker action: implementation-setup-hq-frequency-codes Milestone: Headquarters / Module Setup (core_milestone_id=2) Order: 6 Estimated duration: 0.25 hours Typical owner: Controller

Purpose​

Configure the all-company master of frequency codes that control how often recurring items apply across Payroll, Accounts Payable, and General Ledger.

Prerequisites​

  • Company / database context exists (Frequency Codes are an all-company master).
  • Client payroll schedules and recurring AP/GL cadence known enough to confirm starter set: W Weekly, B BiWeekly, M Monthly, A Always, I Inactive (plus any extras).
  • Plan to create/confirm frequencies before loading earnings, deductions, recurring AP invoices, or auto journal entries that reference them.

Vista configuration article​

See the detailed Vista guide:

Using HQ Frequency Codes

Field meanings and form steps live there. Do not restate them on this page.

Implementation guidance​

  • Frequency Codes are not group-controlled. Used by PR (earnings/deductions), AP (recurring invoices), and GL (auto journal entries).
  • Starter policy: confirm W / B / M / A / I and add client-specific frequencies only when needed.
  • When setting up a new payroll period, specify the active frequency codes for that period so personal deductions/liabilities, direct deposits, and automatic earnings activate correctly.
  • Gotchas: wrong frequencies miscalculate recurring deductions (for example 401k); setting a code to inactive changes how those items schedule. Confirm impact before changing historical codes.

Done when​

  • Required frequency codes exist and match the client's recurring schedules.
  • Implementers know new payroll periods must specify active frequency codes (activates personal deductions/liabilities, direct deposits, automatic earnings).