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Adding Payroll Groups

Updated over a week ago

Setting up payroll groups in your Icon account ensures your contribution schedule matches your actual payroll cycle, so employee deductions are processed accurately and on time. This step tells Icon when you run payroll, how often, and which bank account to use.

Add a New Payroll Group

  1. In your Icon dashboard, select Add Group.

  2. Enter a name for the payroll group. This is for your internal reference only, so you can name it after your pay group or another term your team uses.

  3. Ensure the correct bank account is selected.

  4. Scroll past Plan Type (this will auto-populate).

Set Your Payroll Schedule

  1. Choose how often you process payroll.

  2. Enter your next pay date.

    • Tip: Click in the blank field to the right of the calendar icon to select the date.

  3. If your pay periods end before your payday (for example, you run Saturday–Sunday but employees are paid the following Friday), check “Pay period ends before pay day.”

  4. When checked, enter the last day of your current pay period.

You’ll see example schedules populate based on your selections.

Finish Setup

  1. Click Add Group.

  2. If you have multiple payroll schedules, repeat this process for each one.

  3. If you only have one payroll schedule, click Done.

You’re all set once your payroll groups are added.

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