Start a custom transaction draft
Choose an approved tax-category archetype and save a custom payroll input draft.
The current Transactions screen has Controlled catalogue, Custom transactions and Generated statutory outputs. Start an organisation-authored input from Custom transactions. The builder offers approved tax-category archetypes rather than a separate starter-template tab.
- Open the custom builder
Select Custom transactions, then New custom transaction. Confirm the selected organisation.
- Choose the tax category
Select the archetype that matches the authorised pay item. Its payroll treatment is fixed by the archetype; check the description and preview before proceeding.
- Complete and save the draft
Enter the definition’s identity, value model, availability, effective dates and other required fields. Save the draft and inspect its calculated preview.
- Publish after review
Follow the publication review before assigning or entering this item in payroll. A saved draft alone is not available for new payroll selection.