Custom Pay Items and Importation

By default, Buddy has some pay items automatically available for all companies, such as Termination Award and Sporting Testimonial.

To make use of other pay items, you can add custom ones, either individually or in bulk.

Adding Individual Custom Pay Items

1. Go to Settings
2. Under Configurations, Click Pay Items & Deductions
3. Click Add Pay Item
4. Give the pay item a recognisable name - this name will appear on the employees' payslips
5. Select the type of pay item that this is (see Choosing Types for Pay Items)
6. Indicate whether the pay item is taxable, nicable and/or pensionable.
7. You can click the Cog for more Advanced Settings on each pay item.

Repeat steps 2-6 to add as many pay items as you need. Once you are ready, press Save.

Once saved, these pay items can now be selected both in the Salary Details of employees, as well as in payslips from Run Payroll.

Advanced Pay Item Settings

By clicking the cog on the right of the allowance, you can open the following menu to access advanced options.

• Additional toggles:
  • Benefit: Select if this is a taxable benefit
  • NIC 1A: Select if the item is subject to NIC 1A
  • Inc in Holiday Pay: Select if the item is to be included into the Holiday Pay calculations
• Fixed Allowances will not be pro-rated in relation to base hours but will be paid based on the input in the Salary Allowance
• Do Not Import... for salaries workers will prevent this item from being uploaded for employees set as full-time with weekly hours.
• Allowance Code and Allowance Alternative Code can be used in uploads to refer to this allowance by a different name or code.
• Preset Amount / Rate (for Multiplier Pay Items)
  For allowances with types that require rates (e.g. multiplier, hourly, daily, etc.), you can also import a default rate. This will be used as the standard rate for all employees. This will be overridden if there is a multiplier rate saved in the employee's salary details.

Importing Pay Item Settings in Bulk

If you are setting up a company and have an exported list from your current system, you can import Pay Items in bulk:

1. Download the Template for UK Pay Item Imports (found at the bottom of this article)
2. Fill in the Details
   • Code and Alt Code are optional codes that you may use when uploading pay items in bulk within payroll
   • The type should be inserted based on Choosing Types for Pay Items  
   • Insert Yes or No on the taxability and other settings
3. Save your spreadsheet
4. Go to Settings 
5. Under Configurations, Click Pay Items & Deductions
6. Click Upload Pay Items
7. Select your File
8. Confirm

After refreshing, you should see that your pay item settings have been imported.

Recurring Pay Items

Recurring pay items can be selected for each individual employee on their Salary Details. These can now be ticked and have the recurring amount saved. For more details, check Overtime and Recurring Pay Items.

One-Time Pay Items

When you are giving one-time pay items (e.g. a Christmas bonus), this is best added during payroll. For more information, see: Adding a One-Time Pay Item

Templates