Assign, update, or delete an income, deduction, or benefit code

This guide covers four ways to assign an income, deduction, or benefit code:

• During payroll processing
• In a people profile
• From the people list
• From the Income, Deduction, or Benefit list

Which method should I use?

Great question!

You'll need to consider frequency (Should this code appear once on the next paycheque or should it recur at a regular interval?) and the number of people it applies to (Is it for just one individual or for multiple individuals?).

Use the table below as a guide to choose your method, then follow the steps below.

How many individuals?	How often?	Example	Suggested method
one individual	one-time	A one-time expense reimbursement.	Option 1: During payroll processing
one individual	recurring	A car allowance paid out every 2 weeks to one individual.	Option 2: In a people profile
multiple people in the same pay group	one-time or recurring	A one-time bonus for all employees or a car allowance paid out every 2 weeks to all employees.	Option 3: In the people list
multiple people in the same pay group	recurring	A car allowance paid out every 2 weeks to all employees.	Option 4: In the income, deduction, or benefit code list

1. Assign, update, or delete a code during payroll processing

If you would like to assign a code during payroll processing, you can do so during Step 2 of the payroll processing workflow.

All changes made in the payroll process are one-time changes. After the payroll you are running, assigned codes will revert to the amount assigned as a recurring code.

1. Complete Step 1 of the payroll processing workflow.

2. On Step 2, locate the relevant staff member and click Edit.

3. In the slide-out window, you can make changes to Wages, Additional Incomes, Deductions, and Benefits.

4. Once you’ve made your changes, click Save and Close.

5. Continue with the Run payroll workflow.  

2. Assign, update, or delete a code in a people profile

• 1. In the navigation menu, go to People.

  2. Locate the relevant person and select View.

  3. Select the Incomes, deductions & benefits tab.

  4. Click Edit to make changes in the slide-out window.

  Any changes which are made while a payroll is approved, but not yet finalized, will automatically go into effect for the next open pay period.

• 1. In the navigation menu, go to People.

  2. Locate the relevant person and select View.

  3. Select the Incomes, deductions & benefits tab.

  4. Locate the relevant code and click Update. Make the desired changes, and click Save.

  Any changes which are made while a payroll is approved, but not yet finalized, will automatically go into effect for the next open pay period.

• 1. In the navigation menu, go to People.

  2. Locate the relevant person and select View.

  3. Select the Incomes, deductions & benefits tab.

  4. Locate the relevant code, click the drop-down arrow, and select Delete. Make the desired changes, and click Save.

  5. Click Save to confirm your changes.

3. Assign, update, or delete a code from people list

This method allows you to assign a one-time or recurring code. While it can be used to assign codes to individuals, this tool can also be used to assign codes in bulk to multiple people at the same time. Note that all individuals selected must be in the same pay group for the Assign in bulk function to become available. 

• 1. In the navigation menu, click People.

  2. In the People list, click the checkbox beside each relevant individual.

  3. Click Assign, then select the desired type of code.

  4. Use the drop-down menu to select the relevant benefit.

  5. Make your desired changes under Employee amount and Frequency, then click Save.

• 1. In the navigation menu, click People.

  2. In the People list, click the checkbox beside each relevant individual.

  3. Click Update, then select the desired type of code.

  4. Use the drop-down menu to select the relevant code.

  5. Make your desired changes under Employee amount and Frequency, then click Save.

• 1. In the navigation menu, click People.

  2. In the People list, click the checkbox beside each relevant individual.

  3. Click Update, then select the relevant code.

  4. Locate the relevant individual(s), click the trash icon to delete the code, then click Save.

4. Assign, update, or delete a code from the Income, Deduction, or Benefits list

The steps below describe how to manage a code from the Incomes list, but if you're looking to manage a deduction or benefit code, simply navigate to the Deductions or Benefits page and follow the same steps.

• 1. In the navigation menu, click Settings.
  2. Under Payroll settings, click Incomes.
  3. Find the desired code, click the drop-down arrow, and select Assign to people.
  4. Find your desired pay group and click Select. If you have only one pay group, you will skip this step.
  5. Use the checkboxes to select the relevant employees, then click Assign to income.
  6. Enter the amount, hours (if applicable), and frequency, then click Save.

• 1. In the navigation menu, click Settings.
  2. Under Payroll settings, click Incomes.
  3. Find the desired code, click the drop-down arrow, and select Update amounts.
  4. Find your desired pay group and click Select. If you have only one pay group, you will skip this step.
  5. Use the checkboxes to select the relevant employees and make any desired changes to the available fields. If you've selected more than one individual, some bulk options will appear. Use these to edit the frequency of the code or remove employees in bulk.
  6. Click Save to confirm your changes.

• 1. In the navigation menu, click Settings.
  2. Under Payroll settings, click Incomes.
  3. Find the desired code, click the drop-down arrow, and select Update amounts.
  4. Find your desired pay group and click Select. If you have only one pay group, you will skip this step.
  5. Use the checkboxes to select the relevant individual and click Remove. For multiple individuals, select each relevant person and then click Remove employees above the list. This will allow you to remove employees in bulk.
  6. Click Save to confirm your changes.

FAQs: Assign income, deductions, and benefits codes

• The easiest way to add a recurring income, deduction, or benefit code for an individual is through their people profile.
  
  1. In the navigation menu, go to People.
  2. Locate the relevant person and select View.
  3. Select the Incomes, deductions & benefits tab.
  4. Click Edit to make changes in the slide-out window.
  
  

  Any changes which are made while a payroll is approved, but not yet finalized, will automatically go into effect for the next open pay period.