Table of Contents
Introduction
Whether you're creating a payment, deduction, benefit or an allowance setting up the pay item correctly is essential. This article walks you through creating a new pay item, configuring its settings, and adding tax rates where required.
The Steps
Got to Payroll & Leave > Payroll Setup > Pay Items.
Click on the Insert ➕ icon on the far left of the toolbar.
Fill in the Details, Options and Based On sections in the Pay Items screen. (More on these sections ➡️ here)
If you are creating a pay item for expense or JET purposes, then fill in the Expense Request or the Job Evaluation Tool sections.
Click ✔️ Save.
📋 Note: if you select 'Perks' as payment type, only the Details section will be displayed.
Adding Tax Rates
Highlight the pay item in the Pay Items grid.
Select the Tax Rates tab in the top right corner.
Select the ➕ Insert button from the toolbar.
Fill in the Amount from, Amount to and Percentage subject to FSS fields.
Select ✔️ Save.
💡 Need to create a specific type of pay item?
If you need to create a pay item for Expense Requests, see ➡️ this article.
To create a pay item for the Job Evaluation Tool, see ➡️ this article instead.
Editing and Deleting an Existing Pay Item
Highlight the pay item in the grid and select the ✏️ pencil icon to edit the pay item or the 🗑️ trashcan icon to delete it.
🤔 Remember: you cannot delete a pay item if it's already in use in a payroll.
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