Go to the Additional pay items section in the employee profile.
Click Add payment in the top right corner.
Select the type of payment you want to add.
Available options
The options available will depend on the setup for each company.
You will only see the payment and benefit types that have already been configured for that company.
Complete the payment details:
Amount: enter the monthly amount
Effective month: choose the month when the payment should apply
Frequency: choose whether the payment is:
One-off, or
Recurring
Comments: add any notes if needed
If the payment is Recurring, choose whether it should run:
Indefinitely = Yes, if there is no end date
Indefinitely = No, if it should stop on a specific date
If you select Indefinitely = No, add the End date.
Click Save.
Important notes
The Amount field should always contain the monthly amount, not the annual total.
For example, if a benefit is 1,200 across a full tax year, you should enter 100.
The options shown in the dropdown depend on the company setup, so these may be different from one company to another.
If a payment or benefit applies for the full tax year, we recommend setting it up as a recurring item starting from April.
How to check it has been added correctly
After saving, the payment should appear in the Additional pay items table, where you can review:
Type
Amount
Frequency
Effective month
You can also click the eye icon to open the item and review the full details, including:
amount
effective month
frequency
comments
tax and pension treatment
This is also useful to confirm which type of payment has been added.
Example
To add a benefit worth 1,200 over the full tax year:
do not enter 1,200
enter 100 as the monthly amount instead
if it applies throughout the year, set it up as a recurring payment from April