Overview
Payroll settings define how payroll items are attached to an employee and how the employee is prepared for payroll processing. This setup should be reviewed before payroll entries are created.
Helpful note: Good payroll setup reduces rework later. Review employee payroll settings before the first payroll run and whenever employee terms change.
Where To Find It
Path: Employees > Payroll Settings
How to use payroll settings in QBM to define how payroll items are assigned and managed for employees before payroll is processed.
How It Works
Users open payroll settings for an employee, review the assigned payroll items and related values, then save the configuration so payroll calculations and entries use the correct setup.
Main Areas
| Area | What It Means | When To Use It |
|---|---|---|
| Employee selection | Chooses the employee whose payroll settings are being maintained. | Use it before reviewing or changing payroll items. |
| Assigned payroll items | Shows the payroll items linked to that employee. | Use it when setting allowances, deductions, or other payroll components. |
| Save and review | Stores the payroll setup for future payroll processing. | Use it after confirming the employee configuration is correct. |
Recommended Workflow
- Open Payroll Settings and select the employee you need to review.
- Review the payroll items already assigned to that employee.
- Add, remove, or adjust the items according to the employee terms.
- Save the settings and confirm they reflect the intended payroll structure.
- Review again before processing payroll if the employee terms change.
Best Practice
- Keep payroll settings aligned with the employee contract and current terms.
- Review the employee payroll setup before the first payroll run.
- Use consistent payroll-item naming and assignment rules across employees.