Why use presets?
While you can create a one-off item directly from the employee profile, using a business-level preset is best practice.
Presets help you:
✅ Apply consistent pay items across employees
✅ Set up new employees faster
✅ Make bulk updates when rates or policies change
✅ Reduce manual entry errors and reporting discrepancies
You can still create a custom item per employee when needed, but presets give you control and flexibility from the top down.
Supported preset types
When creating a new preset, you’ll be asked to select one of the following types:
Allowance
Benefit (Employee contribution)
Benefit (Employer contribution)
Deduction
Earning
Reimbursement
Each preset type will have slightly different required fields.
How to create a preset
Go to Business settings
Click the Presets tab
Click + New preset
Choose your preset type (from the list above)
Fill out the required fields:
Field | Description |
Sub-type | Select taxable/non-taxable or other applicable sub-type |
Title | Use a clear name (e.g. “RRSP Deduction” or “Transit Reimbursement”) |
Click Create to save
How presets appear on employee profiles
When adding a benefit, deduction, or other pay item to an employee:
Go to the applicable tab in their profile (e.g. Benefits)
Click + Create
In the Creation method dropdown, choose:
Use existing – to select from your preset list
New – to create a one-time custom entry
Choosing Use existing will auto-fill fields and apply your preset logic, ensuring alignment with your business rules.