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. You can use presets for one-time payroll entry or include on employee profiles as recurring items.
Using the main navigation menu → Business Settings:
Select Presets → Create Preset
Select the appropriate Type:
Allowance
Benefit (Employee contribution)
Benefit (Employer contribution)
Deduction
Earning
Reimbursement
Choose the appropriate Sub-Type:
To verify the payroll and tax implications, you can expand the left window to reveal taxes, liabilities and tax slip reporting
Name your preset:
Duplicate the name in Line Item Title ensure the pay slip description is consistent
Note: If individual preset should be mapped to a specific GL code, you can apply here, otherwise it will fall within the Sub-Type mapping under GL Codes
Click Create
Use your preset within a regular pay run:
Click on employee’s three dots:
Use your preset to set up a recurring item:
Main navigation menu → Employees
Select desired type (Benefits, allowances, deductions, reimbursements, other earnings)
Click + Create
Select Preset, enter contribution (% or $)
Select Frequency
Per Payroll, same amount each pay period
Per Month, amount will be divided equally based on number of periods per month
Effective From should be the beginning of the pay period you want the preset to first appear
Effective To is only necessary if you want the recurring item to stop after a certain period
Click Create