Adding Payment Ids to payroll reports

preliminary payroll reports, adding pay elements

To add additional leave types to the Payroll reports

• Navigate to Settings-Office
• Go to the Office settings-Payroll

• You will see the Rounding Rules and the Payroll Payments already added
• Add a new Payroll Payment

• Add the Payment ID and Name
• Select the File Position
  • Select a file position that is not already in use

• To add the new payment id to a leave type
  • Go to Office settings-Time Off

• • Select to edit a Leave type

• • Add the Payroll Payment to the Leave type

To add Projects to the Payroll reports

• Navigate to Settings-Office
• Go to the Office settings-Payroll
• Add a new Payroll Payment
• Add the Payment ID and Name
• Select the File Position
  • Select a file position that is not already in use
• Navigate to Time On and select Projects
• Select Edit for the Project that you would like to include

• Tick the box to include this project in your payroll report
• Select the Payment ID from the Dropdown list
• Enter in a File position-this should be the same position as the Payment ID set up in Payroll settings
• Since our Payroll reports run by office, please set up separate projects and Payment IDs for each office

To add bonuses and benefits to payroll reports

• Add the Payment ID and Name

• Navigate to your employees Comps and Bens in the Directory

• Choose the payment id that you would like the bonus or benefit to be linked to
• The value of the bonus/benefit will be shown in the report if the effective date is within the date range that the report is run for