Skip to main content
Share / Export

Setting Up PR Groups

PR Groups classify employees by pay period, bank account, and security needs so you can process payroll groups independently or together. Use one group if everyone is paid together. Vista allows up to 255 groups; minimize the count. Count groups from distinct pay periods and bank accounts.

Before you start​

  • CM bank accounts for check printing and direct deposit exist.
  • GL accrual accounts for payroll posting exist when you accrue wages across months.
  • Liability and leave codes you will track by group exist (or will exist before first pay run).

Steps​

  1. Open PR Groups.
  2. Create a group with a unique name and the pay frequency (weekly, bi-weekly, semi-monthly, monthly, and similar).
  3. Set the CM account required to print checks and to supply direct-deposit information.
  4. Set the GL accrual account used when posting and payment months differ (accrual reverses in the payment month).
  5. Select liability and leave codes tracked for the group. Liabilities show period and YTD amounts; Leave Codes show period/YTD usage and available balance.
  6. Assign employees to the group on PR Employees.
  7. Process each group on its own register and check run (or deliberately combine only when your process allows).

Notes​

  • CM account is required to print checks and supplies direct-deposit information.
  • Different pay periods or bank accounts need separate groups.
  • Employees generally belong to one group. Change the group in PR Employees before posting if an employee moves groups.
  • Each group has its own register and check run.
  • Related: PR Employees, PR Leave Codes, PR Employee Pay Seq Control, CM Accounts.