Add a custom earning, deduction or benefit

What this does

When the built-in items do not fit, you add your own. A new item can then be used in pay runs or assigned to employees as a recurring item.

Steps

1. Go to Settings › Earnings and deductions.
2. Open the tab you need and choose Add earning, Add deduction or Add benefit.
3. Enter the Name. It shows on pay stubs and reports.
4. Enter the Code. Use lower-case letters, digits and the underscore. The code cannot change later.
5. Set the treatment boxes. See Treatment flags in plain words.
6. Leave Active on.
7. Save.

Examples

• A taxable gift card. Add a benefit. Leave it taxable federally, and decide whether it is paid in cash.
• A mileage allowance that is not taxed. Add an earning. Set Income tax to Not taxed, and turn off CPP/QPP and EI.
• A commission paid in hours. Add an earning, turn on Entered as hours and set a Rate multiplier.
• A parking deduction. Add a deduction. Give it an Order of 100 or more.

Good to know

• Use the Pay tab on an employee to assign a recurring item. See The Pay tab.
• A one-off amount in a pay run uses the bonus, commission, retroactive or other columns, or an imported timesheet row.
• If you are unsure how an item should be taxed, ask your accountant before the first pay. Changing it later does not change pays already made.
• A custom item you no longer need can be switched off.