(Benefits, Deductions, Allowances, Reimbursements, and Earnings)

Overview

Employee pay items such as benefits, deductions, allowances, reimbursements, and earnings can be assigned using either reusable presets or one-time custom entries.

Using presets is the recommended approach because it supports standardized configuration and simplifies ongoing maintenance across employees. Custom entries may be used when an employee requires a unique setup that does not apply broadly.

Preset vs. Custom Setup

How to Create a Preset

1. Navigate to Business Settings > Payroll Items

2. Select + Create Preset

3. Name the preset

4. Select a Type and corresponding Subtype from the dropdown menu

How to Assign a Preset to an Employee

1. Navigate to the Employee Profile for the employee who will be assigned the preset.

2. Choose the applicable section:

   • Benefits

   • Deductions

   • Allowances

   • Reimbursements

3. Click + Create a [item type].

4. Under the Creation Method field, select from the list of existing presets.

5. Complete all required fields, including:

   • Effective date (must fall within the pay period to be included)

   • Custom amounts, rates, or units, if applicable

6. Click Create to save the configuration.

How to Create a Custom Pay Item and Assign Pay Item to an Employee

1. Navigate to the Employee Profile for the employee who will be assigned the custom pay item.

2. Choose the applicable section:

   • Benefits

   • Deductions

   • Allowances

   • Reimbursements

3. Click + Create a [item type].

4. Complete all required fields, including:

   • Type

   • Effective date (must fall within the pay period to be included)

   • Custom amounts, rates, or units, if applicable

5. Click Create to save the configuration.

Bulk Change Payroll Items (Coming Soon)

Bulk Change Payroll Items allows users to quickly create and assign payroll items for multiple employees at once. Refer to this article 📄 Bulk Change Payroll Items (Coming Soon)on how to create and assign payroll items across multiple employees all at once.

Key Details or Requirements

• The effective date must fall within the applicable pay period for the item to be processed in payroll.

• Presets are managed centrally through Business Settings.

• Some pay item types may require additional configuration fields depending on payroll setup.

• Custom entries are employee-specific and must be maintained individually.

Important Considerations

• Updating a preset may impact all employees currently assigned to that preset.

• Custom entries should only be used when a reusable preset is not appropriate.

• Regular review of employee pay items is recommended to ensure payroll accuracy and consistency.

Summary

Employee pay items can be assigned using centralized presets or custom employee-specific entries. Presets provide a more scalable and consistent approach, while custom entries support unique payroll requirements when needed.