How to create presets for benefits, deductions, earnings, and more

Presets allow you to define benefits, deductions, allowances, earnings, and reimbursements at the business level. Once created, they can be applied quickly to employee profiles, saving time and improving payroll accuracy.

Why use presets?

While you can create a one-off item directly from the employee profile, using a business-level preset is best practice.

Presets help you:

• Apply consistent pay items across employees

• Set up new employees faster

• Make bulk updates when rates or policies change

• Reduce manual entry errors and reporting discrepancies

You can still create a custom line items per employee when needed, but presets give you control and flexibility from the top down.

Supported preset types

When creating a new preset, you’ll be asked to select one of the following types:

• Allowance

• Benefit (Employee contribution)

• Benefit (Employer contribution)

• Deduction

• Earning

• Reimbursement

Each preset type will have slightly different required fields.

How to create a preset

1. Go to Business settings

2. Click the Presets tab

3. Click + Create a Preset

4. Choose a preset type (from the list above)

5. Fill out the required fields:

6. Click Create to save

How to add a preset to an employee profile

When adding a benefit, deduction, or other pay item to an employee:

1. Go to the applicable tab in their profile (e.g. Benefits)

2. Click + Create

3. In the Creation method dropdown, choose:

   • Use existing – to select from your preset list

   • New – to create a one-time custom entry

Choosing Use existing will auto-fill fields and apply your preset logic, ensuring alignment with your business rules.