The following are some frequently asked questions that we often encounter:
"How do I customise my pay items to show specific settings in payroll?"
"What can I do if I want my pay item settings to differ from the default set-up?"
"I have some pay items that I need to include into payroll for processing, how do I do so?"
We've launched our Custom Pay Item feature! You can now flexibly create a new pay item for payroll processing in the system.
Please refer to this steps below for an in-depth run through of how to use this feature in your Talenox account. ๐๐ป
Creating/Updating a Custom Pay Item
There are 2 places that you can head into to create custom pay items for your employees in the Payroll module.
1) Head to Payroll > Process Payment > Custom Pay Item
OR
1) Head to Payroll > Process Payment > Step 1 - Select Employees > Step 2 - Select Pay Item > Custom Pay Item
2) You'll be brought to the Custom Pay Item Management page where you can view a summary of the pay items and their corresponding settings available for use in payroll
3) The Custom Pay Item Management page will allow you to create, customise and update your pay item settings to apply in payroll
You'll be able to do the following at this page:
Create a new custom pay item
Update/Customise pay item settings from the default pay items list
4) The Custom Pay Item Management page will also allow you to import and export your pay items
Import
You will be directed to an import template based on the option that you choose: Excel or Google Sheet.
Export
If you wish to export your pay items, you can click on the "Export" button.
Please refer to the next section for a definition of each section that you can customise in pay item settings. ๐
Custom Pay Item Settings Available
General Pay Item Settings
Now, you can create a new pay item that allows users to set the following types of pay items during payroll processing for employees:
Name - Determines pay item display name in payroll process.
Category - Determines the tab that the pay item can be found in during payroll processing (Recurring/Adhoc/Attendance).
Type - Determines which fields to map the pay item to in tax forms (IR8A).
Gross/Net - Determines whether the pay item is added to Gross or Net Salary.
Statutory Settings - Determines if this pay items contributes to different statutory calculations in payroll.
Payslips Display Order Settings - Define the order of how the pay item will show in payslips.
Specialised Pay Item Settings Based on Category Selected
Other more specialised settings will appear for selection - depending on the Category of pay item selected.
Recurring
Proration Settings - Determines if this pay item has proration calculations automatically apply in payroll.
Prior Year Settings - Applies to 'Bonus' pay item only.
Adhoc
Prior Year Settings - Applies to 'Bonus' pay item only.
Attendance
Overtime Rate - Applies to 'Overtime Pay' and 'Holiday Pay' only.
NOTE: There are some default pay items which a user will not be able to remove as we are using them for creating payments (like Basic Pay, Leave Pay etc). Also, you wonโt be able to delete custom pay items if itโs linked to a payment.
Using Custom Pay Items Created for Payroll Processing
After selecting the correct settings for your custom pay items created, you can now head into Step 3 - Select Pay Items to select and use the Custom Pay Item you've just created.
Removal of Custom Pay items
Deletion of a custom pay item won't work if itโs linked to a processed payment.
You will be see a pop-up message as shown below:
You will need to ensure that that the processed payment is removed first, before you can delete the specific custom pay item.
Removal of Default Pay items
There are some default pay items which you will not be able to remove as we are using them for creating payments (like Basic Pay, Leave Pay etc).
These default pay items are also tied to other fields in Profiles and Leave modules.
If you attempt to delete any default pay item, you will see this pop-up message:
And there you have it - with this new feature in place, your payroll processing just got way more convenient! ๐