Introduction:

Payroll Templates can be used for accounts that have 2 or more payruns each month. This will help save time adding/updating necessary pay elements per payrun.

Example: 

Meal Allowance is given separately from Basic Pay. In this regard, Meal Allowance can be saved in Adhoc Template then Basic Pay can be saved in Monthly Template.

Steps:

Step 1: Log in to your account

Step 2: Go to

Step 3: Click on  You will be brought to the Employee Pay Details tab

Step 4: Search for the name of the employee and click on the

Step 5:  On Update Pay Information, add all pay elements required for Monthly Template.

Note: Basic Salary as an example.

Step 6: Click on  at the lower-left area of your screen

Step 7: Click on at the upper area of your screen

Step 8: Choose Monthly Template and then

Creating Adhoc Template:

Step 9: Remove all pay elements not required and add what is needed.

Note: Meal Allowance as an example

Step 10: Click on button at the lower-left area of your screen

Step 11: Click on at the upper area of your screen

Step 12: Choose Adhoc Template, and then Save

How to use the templates during the payrun:

Step 1: Make sure that the correct template is loaded before doing a payrun. In the Update Pay Information page, choose the template to use then click on the Get button.

Step 2: Once loaded, check if the amount and other details are correct. After verifying, you can do the Payrun as usual