Learn how to use the payroll item management tool to view, edit, or remove pay items from employees.
The payroll item management tool lets you manage your pay types, deductions, and contributions in one place. You can create, assign, view, edit, or remove payroll items from the tool instead of editing each employee’s profile.
Select what you’d like to do:
- View your payroll items
- Create a new payroll item and assign it to your employees
- Assign existing payroll items to your employees
- Edit your payroll item details
- Remove a payroll item from your employees
View your payroll items
- Go to Payroll and select Employees (Take me there).
- Select Edit payroll items.
- Select Pay types or Deductions & contributions to see your list of items and employees assigned to those items.
Create a new payroll item and assign it to your employees
- Go to Payroll and select Employees (Take me there).
- Select Edit payroll items.
- From the New payroll item dropdown ▼, select the payroll item you want to set up.
- Pay type:
- Select the pay type, then you may be asked to enter a name for the item.
- Select Create.
- Deductions & contributions:
- Select the deduction or contribution type.
- Select the subtype.
- Enter a name or description for the item.
- Select Create.
- Pay type:
- Select Assign employee(s).
- Select the employees you want to assign the new item to.
- Select Next.
- Enter the amount or percentage per paycheque if needed.
- Select Save.
Assign existing payroll items to your employees
- Go to Payroll and select Employees (Take me there).
- Select Edit payroll items.
- Select Pay types or Deductions & contributions to see your list of payroll items.
- Select the payroll item you want to assign.
- Select Assign employee(s).
- Select the employees you want to assign the new item to.
- Select Next.
- Enter the amount or percentage per paycheque if needed.
- Select Save.
Edit your payroll item details
- Go to Payroll and select Employees (Take me there).
- Select Edit payroll items.
- Select Pay types or Deductions & contributions to see your list of payroll items.
- Select the payroll item you want to change. You’ll see your list of employees assigned to the item.
Edit the payroll item for one employee:
- From the employee you want to change, select Edit next to Assign employee(s).
- You can edit the name of the payroll item (except for some pay types), amount, or limit.
- Select Save.
Edit the payroll item for multiple employees:
- Select the employees you’d like to edit.
- Select Edit, then choose the attribute you’d like to change.
- Update the fields, then select Next.
- Review your changes for each employee.
- Select Save.
Remove a payroll item from your employees
- Go to Payroll and select Employees (Take me there).
- Select Edit payroll items.
- Select Pay types or Deductions & contributions to see your list of payroll items.
- Select the payroll item.
- From the employee you want to remove, select Edit ▼. Then select Unassign employee.
- Select Unassign employee to confirm.