Monthly Recurring Payroll Items
Monthly recurring payroll items are items like allowances, commission or overtime that are paid on a monthly basis, whether the amount is fixed or varies from month to month. It is important to set up monthly paid payroll items as recurring to ensure PCB is not underpaid.
To add monthly recurring payroll items:
Go to the Employment tab in the employee’s profile and select the payroll items you want to add under Recurring Payroll Items
You can choose whether the item should be prorated when the employee joins/leaves the company, and whether the item should be included in the wages for unpaid leave, overtime or leave pay calculations. You can add a fixed amount or leave the amount as 0 if the amount varies from month to month (you will be able to enter the monthly amount in the payroll table each month).
- Alternatively, you can add monthly recurring payroll items when running payroll. Under Run Payroll, click on the pencil logo to edit the payroll items for a particular employee, then select the payroll item you want to add and click on the Recurring icon to ensure the item is treated as monthly recurring in the PCB calculation. The payroll item will also be automatically added to the list of Recurring Payroll Items in the employee’s profile.
Check out this article to find out how to bulk upload recurring payroll items for multiple employees: How to bulk upload recurring payroll items?
Additional Payroll Items
If you want to add payroll items which are not paid on a monthly basis, like a quarterly/annual bonus, then you should add them to the payroll table while running your payroll. Click on the pencil logo to edit the payroll items for a particular employee and select the payroll item you want to add. Do NOT click on the Recurring icon for additional payroll items. The employee may overpay PCB if additional items are added as recurring.
Check out this article to find out how to bulk upload additional payroll items for multiple employees: How to bulk upload payroll data to your monthly payroll?