This article will guide you through the Recurring Pay Item feature, enabling you to automatically assign a specific type of pay item to an employee's payslip every month. This will come in handy for employees who require consistent monthly payments, such as transport allowances, mobile allowances, and more.
Before following the steps, please ensure that you have created the Pay Item Type in the system.
How to add recurring pay item from the Payroll page
From the navigation bar, click Payroll > Recurring Pay Item
Choose Recurring Pay Item > + Recurring Pay Item
Click Add Employee to choose the employees > Click Add once the employee is selected
To add a pay item, click the plus (+) button on the right and choose the pay item
Write the amount, start date, and end date (optional).
Leave the end date empty if it has no expiration date.
To remove the pay item type from te recurring pay item page, click the X button
Last but not least, click Create
Similarly with the steps above, you can also add recurring pay items from an employee’s profile right away.
Go to the employee’s profile and click Entitlements
Click New Pay Item under Recurring Pay Item
How to view and edit recurring pay item
From the navigation bar, click Payroll > Recurring Pay Item
Choose Recurring Pay Item
To mass delete, select the recurring pay items > click the delete button on the top
To delete or edit one recurring pay item, click the corresponding buttons (edit or delete)
You may refer to this article if you require assistance with adding a payment item for a single occurrence.