How to Add a Pay Type to an Employee Record

Once pay types have been configured at Payroll > Pay Types, they can be added to employee records. This course will walk you through the process of adding pay types to employee records.

1. With the employee record open, click on the Pay Types tab

2. Click on the Add button

  1. Select the Business Pay Type from the drop-down. Note: Type auto-populates based on how the pay type was configured at the Pay Types desktop
  2. Select the associated cost center the employee will be working the time against the pay type.
    • Note: if an employee works in multiple cost centers the pay type can be added multiple times to reflect each cost center worked. This is important in reporting payroll wages to the GL by cost center correctly.
  1. If the pay type that you are entering is associated with a billable service and a specific rate is associated with services rendered for a particular client, select a corresponding client from the “Client” drop-down.
    • Note: If the employee will work with multiple clients at the same rate, there is not a need to add the client.
  1. Select a service.
    • Note: Select a service only if the pay type is associated with a billable service, this is very important for the import of notes/timesheets to payroll as well as GL reporting by service.
  1. Enter the pay rate. Enter an overtime amount if applicable.
    • Note: You only need to enter a pay rate if a default amount was not set at the pay type configuration (or you need to change a default pay rate). If the “Group Service Rates” checkbox was selected for the pay type selected, the rate here is read-only and must be managed by clicking on the Group Service Rates icon.
  1. Click the +/- button to add a date range and rate for a pay type (if applicable).
    • Note: This is where you can specify a date range for a particular rate associated with a pay type.

9. Click on the “Inactive” checkbox to inactivate a pay type.

Helpful Hint: Click on the “Show Inactive” checkbox to see any inactivated pay types.

  1. Check the “Default” checkbox to set a particular pay type as a default.
  2. Click on the Group Service Rates icon (if applicable) in order to start entering the group service rates
  3. Click the Update button to save

Select Pay Type & Cost Center

Select Service

Manage Pay Rate(s)

Save Pay Type & Group Rates Option

Enter Group Service Rates (Optional)

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