Create or edit a pay template for an employee

Set up a pay template for an employee with recurring payments or deductions made each pay run.

What to include in a pay template

  • Recurring pay items that appear on your employee's payslip including earnings, deductions, superannuation, reimbursements and leave.
  • At least one earnings line with the employee's ordinary pay rate (set within the Employment tab).
  • A superannuation line using the super guarantee (SG) contribution type and either the statutory rate, or percentage of earnings calculation type.
When you add a superannuation line, payroll uses the fund details from the employee's Employment tab. If you haven't added a membership yet, the fund shows as 'Fund Details Pending'.

Add pay items to a pay template

  1. Go to Payroll, then click Employees.
  2. Click the employee's name to open their details.
  3. Click the Pay Template tab.
  4. Add each line you need to the template and enter the pay item details. For example, click Add Earnings Line to add an earnings line.
  5. Click Save.
Create a custom pay item in your payroll settings if required.

Edit or delete a pay item from a pay template

  1. Go to Payroll, then click Employees.
  2. Click the employee's name.
  3. Click the Pay Template tab.
  4. From here you can:

    • Edit the details of some pay items.
    • Remove some pay items.
  5. Click Save.