📝 Overview
Pay types allow you to set up standard compensation categories like hourly, salary, and reimbursements for both employees and contractors. You can also create custom pay type labels tailored to your business's specific needs.
🛠️ Setting Up a Pay Type
To add a pay type at the employer level, follow these steps:
Click the arrow to view the process
Click the arrow to view the process
Navigate to the Employer Profile.
Locate the Pay Types card and click Edit.
Click Add new pay type.
Select the desired pay type.
Enter a name for the pay type.
Indicate whether the pay type will have company defaults.
Click Save.
🪪 Adding a Pay Type to a Worker Profile
To assign a pay type to an individual worker:
Click the arrow to view the process
Click the arrow to view the process
Navigate to the Worker List.
Select the worker.
In the Profile section, scroll down and click Edit next to the Pay Types card.
Click Add new pay type.
Select the pay type from the dropdown.
Select the pay type policy and the rate.
Click Save.
⚙️ Adding a New Policy to an Existing Pay Type
To add a new policy to a pay type you've already created:
Click the arrow to view the process
Click the arrow to view the process
Navigate to the Employer Profile.
Locate the Pay Types card and click Edit.
Select the pay type and click Edit.
Select Add a policy.
Enter a display name for the new policy and set a rate.
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
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Click the arrow to view frequently asked questions
What does "no policy" mean next to a worker's pay type?
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Click the arrow to see the answer
When a worker is added to a pay type without using the default policy, it will show as "no policy."
Can one pay type have multiple policies?
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Click the arrow to see the answer
Yes. A pay type can have multiple policies with different rates based on your business needs.
🧠 For example: A restaurant with multiple teams on hourly pay could set up a pay type labeled "Server" at $20/hour and another labeled "Bartender" at $22/hour. Each worker would then have their specific pay type assigned to their profile.
Can multiple workers be added to a pay type at once?
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Click the arrow to see the answer
No. Pay types need to be added individually within each worker's profile.
Can a pay type be deleted?
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Click the arrow to see the answer
Yes, if the pay type has not yet been processed in a payroll run. If you've already processed payroll using a custom pay type and no longer need it for future runs, contact Support and they can mark it as inactive.