Overview
Payroll item selection screens help users choose the correct earning, deduction, allowance, or other payroll item during setup and payroll processing.
Where To Find It
Path: Employees > Payroll item selection dialogs
Access depends on the module, company setup, and security permissions assigned to the user.
How It Works
Users open the selection dialog from a payroll workflow, search or browse the available items, select the correct item, and return to the active payroll screen.
Main Areas
| Area | What It Means | When To Use It |
|---|---|---|
| Filters and search | Limits the list to the records the user needs to review. | Use it before opening records from a busy list. |
| Result list | Shows matching records with key dates, references, names, and amounts. | Use it to identify the correct record and compare activity. |
| Open and follow up | Opens the selected record or leads to the next action. | Use it when the list result needs more detail or action. |
Recommended Workflow
- Open the payroll workflow that requires a payroll item.
- Search or browse the available payroll items.
- Review the item name and meaning before selecting it.
- Confirm the selection and return to the active payroll screen.
- Check that the selected item appears in the expected place.
Best Practice
- Use consistent payroll-item names.
- Choose payroll items carefully because they affect employee payroll values.
- Review payroll-item setup if users are unsure which item to select.