Employee Setup > Payroll Types

You access the Payroll Types screen from the Accounting > Employee Setup menu (see Figure 1)

Figure 1

The Payroll Types screen (see Figure 2) is where you can add, edit, view, and sort Payroll Types.

Figure 2

Sort Payroll Types

** The currently selected heading to sort by will have the sort by icon next to it ()

1. Click any of the headings (see Orange box in Figure 2) to change the table to be sorted by that headings category.
2. Click the same heading again to change the sort by function to be descending instead of the default ascending.

Add Payroll Type

Figure 3

To add a new Payroll Type, click the "add" button on the main Payroll Type screen (see the Green box in Figure 2):

1. Enter a description.
2. Enter or change the order by.
3. You can mark the payroll type as active or inactive.
4. To add the payroll type, click the "add" button on the edit screen (see the Green box in Figure 3).

Edit Payroll Type

Figure 4

Click the "edit" button from the main Payroll Types screen (see the Yellow box in Figure 2) to enter the Payroll Types Edit screen (see Figure 4).

1. You can change the description.
2. You can change the order by.
3. You can mark the payroll type as active or inactive.
4. To save the Payroll Type changes and return to the same screen click the "save" button on the Edit screen (see the Green box in Figure 4).
5. To save the Payroll Type changes and return to the main Payroll Types screen click the "save & Close" button on the Edit screen (see the Red box in Figure 4).

Remove Payroll Type

** You can only delete a Payroll Type if it is not in use

1. Click the "delete" button in the corresponding row of the Payroll Type you wish to remove (see Red box in Figure 2).
2. Click "OK" in the dialogue box that appears to confirm you wish to delete the record.