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

  • At least one earnings line with the employee's regular hours (set within the Employment tab).
  • Recurring pay items that appear on your employee's payslip including earnings, deductions and reimbursements.
  • Benefits - include these in the pay template as they can't be added from within a payslip.

Add pay items to a pay template

  1. In the Payroll menu, select 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.

    Add a custom pay item if you don't see the one you're looking for.

  5. Click Save.

Edit or delete a pay item from a pay template

  1. In the Payroll menu, select Employees.
  2. Click the employee's name.
  3. Click the Pay Template tab.
  4. Either:
    • Click a line of the pay template to edit it.
    • Click the delete icon Image of the Delete button. at the end of a line to delete it.
  5. Click Save.