Set up an employee's pay template

Add recurring or regular benefits, reimbursements and deductions to an employee's pay template.

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 paystub including earnings, reimbursements and deductions.
  • Benefits - include these in the pay template as they can't be added from within a paystub.

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 remove a pay item in 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 close icon. at the end of a line to remove it.
  5. Click Save.