Understand recurring payroll inputs
Learn which employee pay items can recur and how assignments affect payroll preparation.
How an assignment works5 sections
Recurring payroll inputs are employee-specific assignments that payroll can pick up in future periods. They may be eligible controlled or custom earnings, deductions, employer contributions, or reimbursements.
How an assignment works
A transaction definition controls the pay item’s calculation and availability. The employee assignment supplies the value, reference, override, and effective dates required for that employee. Only transactions eligible for manual assignment and the employee’s jurisdiction appear in the picker. A published definition can therefore exist without appearing as an employee assignment choice.
Save a new employee record before assigning a pack-controlled transaction. An unpublished or ineligible definition is not a normal employee assignment option.
What to decide before assigning
- Does it recur? Use an employee assignment for a continuing input. Use the payroll run for a one-period adjustment.
- Is the transaction eligible? Check that its definition is published, allows manual assignment, and applies to the employee’s jurisdiction.
- When should it apply? Use the approved effective dates and review the employee’s employment start date.
- What value belongs to this employee? Supply only the overrides and references requested by the assignment dialog and supported by the source record.
When to use each record
| Need | Where to record it |
|---|---|
| A pay item that should apply across future payroll periods | Recurring payroll inputs on the employee |
| A single-period adjustment | A once-off transaction in the payroll run |
| An employee benefit valued from source evidence | Benefits or Medical & Dependants on the employee, as appropriate |
| A change to the pay item’s rules | The transaction definition in Payroll Setup |
What to review
Check the transaction, value, effective dates, and employee before saving. A changed assignment affects future payroll preparation. If a draft payroll already exists, refresh or recalculate it and review the result. The monthly net earnings preview can help explain the estimated effect of active saved recurring inputs, but it is not a final payroll result.
If an input is missing
Check the definition’s published state, manual-assignment eligibility, jurisdiction, and whether the employee has been saved. If the input was intended only for one period, add it in the payroll run instead of looking for it in the recurring picker.
Support guide Assign a transaction to an employee Follow the employee form steps after confirming that the input should recur.