Payroll Item Assignment Guide

A guide to linking the right payroll items to the right employees.

HR & Payroll Employee Setup End-User Guide

Overview

Payroll item assignment connects payroll items such as allowances, deductions, or recurring payroll values to the employees who should receive them. This supports consistent payroll processing.

Helpful note: Review assignments whenever an employee joins, changes contract terms, or stops receiving a payroll component.

Where To Find It

Path: Employees > Payroll items > Assign to employees

How to assign payroll items to employees in QBM so each employee receives the correct payroll components during payroll processing.

How It Works

Users choose the payroll item, select the employees who should be linked to it, then save the assignment so later payroll entry can use that setup.

Main Areas

Area What It Means When To Use It
Payroll item selection Chooses the payroll item being assigned. Use it before selecting the affected employees.
Employee assignment list Shows which employees are linked to the selected payroll item. Use it to add or remove employees from that payroll component.
Assignment save Stores the payroll-item links for future payroll runs. Use it after reviewing who should receive the selected payroll item.

Recommended Workflow

  1. Open the payroll item assignment screen from the payroll item workflow.
  2. Choose the payroll item you want to assign.
  3. Select the employees who should receive that item.
  4. Save the assignments and confirm they match the payroll policy.
  5. Review the assignments again before the next payroll run if staffing changed.

Best Practice

  • Keep payroll item assignment consistent across similar employee groups.
  • Remove assignments that are no longer valid instead of leaving them active.
  • Review assignments before payroll periods with known employee changes.