The system provides some by default pay items but the employer can create pay items on their own. Pay items use a formula (the formula is already explained in How to create a formula?) to perform calculations in payroll.
To know more about how to create a pay item. Follow the following steps.
- In the navbar click the payroll tab.
- The above step will open new tabs in the dropdown. Click the settings tab.
- The above step will open new tabs in the dropdown. Click the pay item tab.
- The above step will open the pay items index page.
- Click create button to create the pay item.
- The above step will open a popup to create a pay item.
- Enter pay item name.
- Select pay item from the dropdown. (Reimbursement means that the employer will pay against expense request).
- Select calculation type from the dropdown.
- If you select calculation type as fixed then select employer contribution (formula) from the dropdown.
- If you select calculation type as manual then no need to select employer contribution from the dropdown.
- Whenever a pay item is created with calculation type as manual then-the employer needs to sign out and sign-in again. Then pay item with manual calculation type will appear under the custom pay item tab.
- If you select calculation type as manual then the system will calculate automatically when you will enter the amount in customer pay item.
- Click benefits if you want to add any benefits.
- Click on eligibility criteria will add a new tab to select eligibility criteria expression.
- Click the expression button to add the expression.
- The above step will open a new popup to add expression.
- You can create expression by using available rules (rules are already defined in How to create a rule?).
- Click on any rule will add it into the expression field present in centre.
- You can't use mathematical symbols in the expression.
- Click Save button to create expression.
- Finally, click the save button to create pay item.