Setting up employee pay items (benefits, deductions, allowances, reimbursements, and earnings)

This article explains how to assign various pay items to employees, including benefits, deductions, allowances, reimbursements, and earnings, using presets or one-time custom entries.

Overview: Preset vs. custom setup

There are two ways to assign pay items:

1. Using presets (recommended)

   • Centralized configuration from Business settings > Presets

   • Reusable across employees

   • Easier to update and manage

2. Creating new items directly on the employee profile

   • Used for one-off or employee-specific cases

   • Not linked to a master preset

How to assign a preset to an employee

1. Go to Employee Profile

2. Click on the relevant tab: Benefits, Deductions, Allowances, Reimbursements, or Earnings

3. Click + Add [item type]

4. Select the preset you want to apply

5. Complete any required fields:

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

   • Custom amounts, rates, or units if applicable

6. Click Save

How to create a custom pay item (no preset)

You can also add a new benefit, deduction, allowance, reimbursement, or earning directly from the employee profile.

To do this:

1. Go to Employee Profile > select the relevant tab

2. Click + Add [item type]

3. Instead of selecting a preset, choose Create New

4. Fill out all required fields

5. Click Save