MDP - Client - Adding / Updating Workflow Settings - FPS & Payslip Scheduler

In this article, you will learn how to add or update your client's workflow settings, like FPS and payslip scheduler.

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Updating FPS & Payslip Scheduler Settings

Adding FPS & Payslip Scheduler Settings

Before you can configure the workflow settings for a client, such as the FPS Submission Scheduler and Payslip Scheduler, you must first complete the client’s Pay Cycle section.

For detailed instructions on setting up a pay cycle, please refer to this section.

Steps to Add Workflow Settings

Navigate to the Dashboard by clicking on the logo.
On the "Manage Clients" list, locate the client you wish to update and click the Edit icon in the corresponding row. This will open the client details page.
In the Workflow section, click "+ Add" to add the workflow settings.
A side panel (slider) will appear, displaying all workflows configured for the selected client.

Each workflow shows the following information:
- Workflow Name – The name assigned to the workflow
- Pay Cycle Name – The pay cycle the workflow applies to
- FPS Submission Scheduler – Configured timing for FPS submissions
- Payslip Scheduler – Scheduled timing for payslip emails
- Payslip Portal – When will payslips be added to the portal
- Action – Options to Edit or Delete the workflow
Click the + Create button to set up a new workflow.
Complete the Required Fields
- Workflow Name: Enter a name for the workflow.
- Pay Cycle: Choose whether the workflow applies to a Weekly or Monthly pay cycle.
- FPS Submission: Select when to send FPS submissions:
  - On Payday
  - 1 Day before Payday
  - When the Payroll is Approved
  - Do not Send (default)
- Payslip Scheduler: Choose when to email payslips:
  - On Payday
  - 1 Day before Payday
  - When the Payroll is Approved
  - Do not Send (default)
- Add Payslips to Portal: Choose when to add payslips to the employee portal:
  - On Payday
  - 1 Day before Payday
  - When the Payroll is Approved
  - Do not Send (default)
Click Save to store the details, or Reset to clear the entered values.

Note: Once configured, the workflow will automatically run for both main and supplementary payroll runs.

You will see a confirmation pop-up on the payroll run screen during approval if you have the workflow set up.

Updating FPS & Payslip Scheduler Settings

To update or create your workflow settings after the initial setup, follow these steps:

Navigate to the Dashboard by clicking on the logo.
On the "Manage Clients" list, locate the client you wish to update and click the Edit icon in the corresponding row. This will open the client details page.
In the Workflow section, click "+ More" to add/update the workflow settings.
A side panel (slider) will appear, displaying all workflows configured for the selected client.
Click the Edit icon next to the workflow you wish to modify.
Click Save to apply changes.
To delete the workflow, please click the Delete icon and click Proceed on the confirmation pop-up.
To exit without making changes, click the Close icon at the top right of the slider.