Before you can add any new pay items to an employee, you must first create the pay definition in Setup > Pay Definitions > Add...
Select the Company and the Template. There is an extensive list of templates, but usually, you will be selecting one of these 3 Templates:
- Payment (Gross pay by default)
- Deduction (Net deduction by default)
- Per unit template (Gross pay by multiplying any two values, e.g. Hourly pay, Daily pay, Mileage, etc.)
All you need to do is change the template’s name and Description, noting that the description appears on the payslip.
Optionally, you may wish to change the input names as shown below (this is not necessary in many cases).
You can also use our special formatting in the display as to nicely control, what appears on the payslip:
Click Add
Next, go to the Pay Item editor, search/select the employee, then select the required Pay Definition in the Create Pay Item selector to create the pay item on the employee:
When the pay item has been added to the employee, you can further add or change any values and click update to see the payslip:
Bonus, Commission #
To add a Bonus or Commission Pay Definition that may be changed manually between Pay runs:
- Add a new Pay Definition
- Select the Payment Template
- Change the Name and Description to Bonus [or Commission]
- Note: by default, Reuse is set to Use once, then set to zero which means it will be set to zero after each pay run thereby allowing you to enter a new value if required.
- Click Add
Go to the Pay Item Editor:
- Select the Employee
- Select Bonus Pay Definition
- Click Create the Bonus Pay Item
- Enter a bonus amount
- Click Update to check the mini-payslip
Car Allowance #
This would be set up precisely as the Bonus example above, except that the Reuse would be set to Use indefinitely, as this would be a repeating payment.
Set, Regular Hours #
For an employee who needs to get the same fixed hours, use the Hours 1 Pay Item and enter the rate and hours. Generally, we reset the hours to zero upon pay run approval. If you want to keep that fixed for the company, then change the pay definition as follows:
Setup > Pay Definitions> Hours 1 > Update and change the Reuse for the Hours input to Use indefinitely:
Then click Update.