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 Payroll Items → Create Preset
Name your preset:
Name --> what payroll admins will see within the payroll module
Line Item Title --> what employees will see on their pay slips
When the line item title is left blank, employees will see Sub-Type on pay slips
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
Note: Unless the preset requires specific accounting rules, you do not need to enter Expense or Liabilities GL Codes
Click Create
Assigning a Payroll Item to multiple employees
You can assign the preset to one or more employees by sliding the toggle Assign Employees during preset creation or by clicking on the > beside the desired preset, then click Assign Payroll Item.
Note: You can also assign a preset within an individual employee's payroll profile.
Select applicable employees, filter by Pay Schedule, if desired
Click Continue to Editor
Enter the Amount per employee
Apply to all, reset all or reset the cell by using three black dots
Choose Frequency
Per Payroll - set amount each payroll
Per Month - divides the amount by the number of pay periods in the month
Enter the Effective From date
the beginning of the pay period you want the preset to first appear
Effective To date
only necessary if you want the recurring item to stop after a certain period
Click Save Changes
Updating preset and employee amounts
Edit a preset at the business setting level:
Bulk edit employee assignments:
Edit an individual employee's assignment:
Using your payroll item within a regular pay run:
You can enter one-time payroll items within your current or upcoming payrolls.
Run --> Click on the 3 dots of the desired employee
You can enter one-time additional earnings, reimbursements, OT, allowances, vacation or stat holiday pay on the Earnings screen
You can enter one-time benefits (employee and employer contributions) and deductions on the Benefits & Deductions screen