Creating groups of earnings or deductions


<< Prev   Next >>

In the Earnings and deductions catalog, you can create groups to classify earnings or deductions by a certain characteristic. When there are many earnings and deductions, it can be hard to navigate through the catalog. Groups help make navigation easier and save time on search for certain earnings or deductions.

To create a group of earnings or deductions:

  1. Go to Payroll.
  2. Under Catalogs, click Earnings and deductions.
  3. In the Earnings and deductions catalog, click Create group.
  4. In the displayed dialog, enter or select the following:
    • Description. A group name or short description.
    • Group. The parent group for the new group.
      Note. To create a group at the root level, leave the Group field blank.
  5. Click Save and close.

The new group appears as a folder in the Earnings and deductions list.

To add an earning or deduction to a group, do one of the following:

  • Drag-and-drop an earning or deduction to a group. To add multiple earnings or deductions, select them while holding down Shift or Ctrl. Then drag-and-drop them to a group.
  • Double-click a line with an earning or deduction. Then, in the card of an earning or deduction, in the Group field, specify a group and save the changes.

<< Prev   Next >>

Icon/Social/001 Icon/Social/006 Icon/Social/005 Icon/Social/004 Icon/Social/002