Payroll Setup
Configure payroll definitions and resolve preparation requirements before a run.
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Payroll setup overview Configure schedules, employees, statutory rules and transactions before preparing a pay run. Payroll transactions How do controlled, custom, and generated payroll items differ? Add an earning How do I configure an organisation earning? Add a deduction How do I configure an organisation deduction? Add an employer cost How do I configure an organisation employer contribution? Publish a custom transaction How do I make an organisation-authored custom transaction available? Payroll preparation unavailable Why can I not prepare payroll? Assign a transaction to an employee Assign an eligible recurring payroll input and set its employee-specific values and dates. Add a reimbursement Create a reimbursement definition for employee expense repayments. Manage transaction versions Create a successor or retire a published transaction without rewriting its history. Start a custom transaction draft Choose an approved tax-category archetype and save a custom payroll input draft. Add a pay schedule rule version Change a schedule's future recurrence or closing rule while preserving its version history. Retire a pay schedule Set a schedule's retirement date and review the employee and payroll work affected by it. Understand schedule changes and payroll drafts See how assignment, rule, and retirement changes affect open and completed payroll work.