Everything on a payslip is a payroll component: earnings, deductions, employer contributions, statutory items and informational lines. Each component carries a typed calculation rule and settings that every run reads. This guide covers creating and editing a component.
Before you start
- You need permission to manage payroll components.
- Decide the component type and how it should calculate (fixed amount, percentage of something, a rate table, or a registered formula).
- Editing an active component cuts a new draft version from your changes rather than altering the live one.
Steps
- Open the Payroll workspace and go to the Components panel.
- Enter a Code (required, uppercase letters, digits and underscores only, up to 60 characters).
- Enter a Name (required, up to 180 characters).
- Choose the Component type (required): Earning, Deduction, Employer contribution, Statutory or Informational.
- Set the Calculation rule (required) by choosing a type:
- Fixed — a flat amount.
- Percentage — set what it is a percentage of and the rate (0–100).
- Rate table — set the table reference.
- Formula — set the registered formula expression reference (a labelled reference, not free-form code).
- Optionally set the Accounting mapping: GL account reference and cost centre reference.
- Optionally set the Statutory flags: Taxable, Pensionable and Leviable.
- Optionally set the Display order (0–100000) to control ordering on the payslip.
- Optionally set Visibility: Payslip visible and ESS visible.
- Save. Status is managed by the system, not entered here.
[screenshot: Component form showing code, type and the calculation-rule selector]
Result
The component is saved as a master with a working version. Active components publish; edits create a new draft version so live runs stay stable until you publish the change.