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.
Adding Individual Custom Pay Items
- Go to Settings
- Under Configurations, Click Pay Items & Deductions
- Click Add Pay Item
- Give the pay item a recognisable name - this name will appear on the employees' payslips
- Select the type of pay item that this is (see Choosing Types for Pay Items)
- Indicate whether the pay item is taxable, nicable and/or pensionable.
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.
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:
- Download the Template for UK Pay Item Imports (found at the bottom of this article)
- 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
- Save your spreadsheet
- Go to Settings
- Under Configurations, Click Pay Items & Deductions
- Click Upload Pay Items
- Select your File
- Confirm
After refreshing, you should see that your pay item settings have been imported.
Advanced Pay Item Options
By clicking the cog on the right of the pay item, you can open the following menu to access advanced options.
The "Fixed Pay Item" advanced option will keep the recurring amount fixed, regardless if the employee has unpaid hours. Once enabled, press confirm to close the advanced settings.
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