Follow this guide to understand how to set up and use payment and deduction Pay Items.
Before adding a Pay Item to an Employee, you must create the Pay Definition in Setup > Pay Definitions. Common Pay Definitions are created on import and are ready to use.
After the pay run is approved, most input values are auto-zeroed, allowing you to enter the next value. If the amount needs to remain fixed on each pay run, pay definitions can be configured to repeat indefinitely.
Rates are added and remain on an employee using Pay Items. They are accessed from the Pay Item Editor or the Employee > Pay Item Editor. Rates can be fixed or linked to a salary.
Single value payment #
Add the Payment Pay Item and enter the Pay run Monthly or Weekly amount in the Base Payment input. After the pay run is approved, the value is auto-zeroed.
Two values: rate and unit #
Pay Definitions based on the Per unit Pay Template allow you to multiply two values, like Hours and Rate.
Hourly rate #
Add an Hours 1 Pay Item and enter the Rate in Base and Hours in Hours. After the pay run is approved, the Hours will be auto-zeroed, but the Rates will remain.
If you need different rates, add an Hours 2 Pay Definition, etc. The number of Rates and Pay Items is unlimited.
You can also use Shift Uploaders to upload Hours and Rates from a file.
Daily rate #
Any Per Unit Pay Template can also be used for a Daily rate.
Annual salary #
Add Salary Pay Item and enter the annual salary in Base Salary.
Annual salary with linked overtime #
Create a Salary Overtime Pay Definition. This Pay Item will use the annual salary, divided by the Salary Scheme Annual hours, to compute an hourly rate that automatically changes when the annual salary changes.
If you have employees with different hours, use multiple Salary schemes. In a future release, you can enter an FTE in the employee work pattern.