Adding payroll items

Payroll items comprise the wages, deductions, and benefits, etc. that are used to build the paycheck, track liabilities, and determine what accounts should be affected when paying employees.

A district payroll item (DPI) contains the default settings for the payroll item. The district payroll item is then copied to an employee position and becomes an employee payroll item (EPI), at which point it can be modified independently without affecting any other employee.

When you need a new payroll item, you will usually follow these three steps:

• Create the district payroll item
• Add the payroll item to many employees
• Edit the settings on each employee, if necessary

Create district payroll items

To create a new district payroll item:

1. Go to Financials Main > Payroll > District Payroll Items
2. Create Payroll Item
3. Choose the options for this payroll item
4. Save

Add employee payroll items

To add a payroll item to many employees:

1. Go to Financials Main > Payroll > District Payroll Items
2. Mass Add Employee Payroll Items
3. Select one or more district payroll items
4. Apply
5. Check all the employee/positions that you want to use the selected payroll item(s)
6. Save

To add a payroll item to a single employee:

1. Go to Financials Main > Human Resources > Employees - Single View
2. Select an employee
3. Go to the Payroll tab
4. Add Payroll Item
5. Select the position to which the item should be added, the item itself, and any additional options
6. Save

Edit payroll items

When a payroll item is added to an employee, it uses the default DPI settings. If any employees need adjusted settings, see editing payroll items.