Overview: Preset vs. custom setup
There are two ways to assign pay items:
Using presets (recommended)
Centralized configuration from Business settings > Presets
Reusable across employees
Easier to update and manage
Creating new items directly on the employee profile
Used for one-off or employee-specific cases
Not linked to a master preset
💡 Tip: While creating items from the employee profile is flexible, using presets ensures consistency and reduces manual entry errors.
How to assign a preset to an employee
Go to Employee Profile
Click on the relevant tab: Benefits, Deductions, Allowances, Reimbursements, or Earnings
Click + Add [item type]
Select the preset you want to apply
Complete any required fields:
Effective date (must fall within the pay period to be included)
Custom amounts, rates, or units if applicable
Click Save
How to create a custom pay item (no preset)
You can also add a new benefit, deduction, allowance, reimbursement, or earning directly from the employee profile.
To do this:
Go to Employee Profile > select the relevant tab
Click + Add [item type]
Instead of selecting a preset, choose Create New
Fill out all required fields
Click Save
Reminder: Items created manually on the employee profile will not be linked to a preset. If you need to reuse this configuration later, consider creating a preset in Business settings.
Disclaimer: This article is not intended to provide tax, legal, benefits, financial, or HR advice. Since laws and regulations are subject to change and may differ by location, please consult a legal or HR professional for personalized guidance.