Pay item categories are a list of categories to group different pay items. You can have multiple pay items per category. For instance, Regular Time and Double Time are both wages earned. You can have an annual bonus and monthly bonus both be part of the total bonus. Some of the pay item categories include Bonus, Commission, Fringe Benefits, PTO, Wages Earned, etc.
Some of the pay item categories include:
Bonus: The payment is a bonus imparted to employees based on their (or the company’s) good performance.
Reimbursement: The payment is a reimbursement to the employees for the expenses they incurred on behalf of the company.
Wages Earned: The regular wages earned by the employees, including the earnings from overtime.
|Field Name||Field Description|
|Payroll Lists > Pay Item Categories >|
|Category||Type of payment made to employees.|
|Description||Detailed description of the pay item category.|
Add Pay Item Categories
CORE allows you to create multiple pay item categories for payroll purposes.
To add a pay item category:
- Open the Pay Item Categories screen from the side menu > Lists > Payroll.
- Click Add on the right panel.
- Enter the required information in the top row of the grid. Check Field Descriptions above for details.
Category: Type of payment made to employees.
- Click Done.
Export Pay Item Categories
In CORE, you can export the pay item categories to the Comma Separated Values file format. CORE exports data from all available columns and not just the columns visible in the grid.
To export pay item category records to a .CSV file, watch this video or follow these steps:
Open the Pay Item Categories screen from the side menu > Lists > Payroll.
In the list view, click More > Export as CSV.
A .csv export file is created and saved on your system at the default download location, say your desktop. Click to open the spreadsheet.