Skip to main content

Payroll item templates

Payroll item templates are used to quickly assign many payroll items to employees. Each template is a collection of payroll items that can be copied down to an individual employee’s position.

You will typically use a specific template for different types of employees. For example, most certified teachers probably share a pretty common set of payroll items, but that set will be different from what most non-certified employees use.

Payroll item templates are specific to pay period groups. This means that if you must create one template for teachers receiving their salary from September to August and a different template for teachers receiving their salary from September to May.

The template is not the definitive source of any employee’s payroll items. Employees inherit a copy of the payroll items, which can then be modified individually on the Employees page. This means that even if the template doesn’t perfectly match an employee, it can still be used to save time.

Creating templates
Modifying templates
Using templates

Creating templates

To create a payroll item template by copying an employee’s items:

  1. Go to Financials Main > Payroll > Payroll Item Templates
  2. Create Template
  3. Enter a Template Name. A good name will tell anyone who uses the program when it should be used.
  4. Choose an Employee whose payroll items you would like to copy
  5. Select the employee’s Position that contains those payroll items
  6. Check the payroll items that should be included on the template
  7. Create

Alternatively, you may wish to create a template from scratch, without copying from an employee. In that case, instead of choosing an employee, select the Pay Period Group for this template and click Create.

Modifying templates

To add items to an existing template:

  1. Go to Financials Main > Payroll > Payroll Item Templates
  2. Click Add to the right of the template
  3. Select the Payroll Item and default settings
  4. Add

To edit or delete items on a template, simply click Edit or Delete next to an individual payroll item.

Using templates

Once a payroll item template is complete, you can copy it to an existing employee position. You may do this from either of two places.

From the Payroll Item Templates page:

  1. Go to Financials Main > Payroll > Payroll Item Templates
  2. Copy Template to Employee
  3. Select the employee, the position, and the template
  4. Check the payroll items from the template to copy
  5. Save

From the Employees - Single View page:

  1. Go to Financials Main > Human Resources > Employees - Single View
  2. Look up the employee
  3. Use the Positions tab to create the position if necessary
  4. On the Payroll tab, click Copy Payroll Item Template to Employee
  5. Select the position and template
  6. Check the payroll items from the template to copy
  7. Save