Employee documents and recurring pay items
Store 201-file documents, and add allowances or deductions that repeat every payroll.
Open an employee from HR › Employees to manage their file.
Documents (201 file)
Upload and download files such as the signed contract, IDs, certificates and clearances. Delete a file you uploaded by mistake.
Recurring pay items
A pay item is an amount that applies to every payroll for that employee, such as a transport allowance or a regular deduction.
To add one:
- Choose the pay type. Types are created under HR › Pay Types. See Set up HR.
- Enter the amount and the start date.
- Optionally add an end date and notes, then save.
To stop one, use End on the item instead of deleting it. The history stays.
One-time amounts
For a one-off bonus or deduction in a single cutoff, use the one-time items on the payroll period instead. See Run payroll, step by step.
Important: Recompute the payroll after changing a pay item. A payroll that is already approved or posted is locked, so void it first if you must change it.