How to set-up pay categories?

Important

HR Admin access required

How to Set-up Pay Categories (1).png

Step by Step Guide

  1. Log in to your Yomly account using your dedicated business URL
  2. Go to the MAIN MENU > SETTINGS > PAYROLL
  3. Select 'Pay Categories'
  4. To add a legacy pay category:
    • Click 'Add Pay Category'
    • Select 'Add New Local Pay Category'
    • Enable 'Use Legacy Pay Category'
    • Enter a pay category name
    • Enter a short description
    • Select if it's Fixed or Variable
    • Select if it's an Addition or Deduction
    • Select if it's Optional or Mandatory
    • Save
  5. To edit a legacy pay category:
    • Select the pay category that needs to be updated
    • Click 'Edit Pay Category'
    • Make the necessary changes
    • Save
  6. To delete a legacy pay category:
    • Select the pay category that needs to be deleted
    • Click 'Delete'
  7. To add a non-legacy pay category that requires function scripts, you may reach out to your Customer Success Manager.

NOTE: To learn more about payroll management, check out the 'Payroll' section in the Knowledge Hub.

 

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