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Pay Points

Pay points allow you to categorise your employees according to the structure of your business. They can be used to divide employees into cost centers, departments, branches, etc. To set up your pay points:

  1. Go to Settings > Pay Points > Add Pay Point.

  2. Enter the Name of the pay point.

    Pay point paid from Additional Bank Account

    If the employees in this pay point will not be paid from your primary bank account, you can check the Not paid from Primary Bank Account box, and then select the relevant Additional Bank Account.

    More information on additional bank accounts is available here:

  3. Click Save.

  4. Repeat the process for all your pay points.

Once you have created your pay points, you will need to assign each employee to their respective category/department.

After assigning employees to pay points, you will be able to pull reports based on these divisions, as well as restrict users’ access to specific groups of employees. It is also possible to post different pay points’ accounting information separately to Xero and QuickBooks Online. More information on each of these aspects can be found in the following sections:

Assign Pay Points Individually

You can assign each employee to a pay point individually as follows:

  1. Go to their profile.
  2. Click on Edit Info > Basic Info.
  3. Select the Pay Point from the dropdown menu.
  4. Click Save.

Assign Pay Points in Bulk

If you have a large number of employees, their pay points can be assigned using the bulk input feature as follows:

  1. Go to Employees > Bulk Actions > Essentials.
  2. Select the pay point from the dropdown menu in the Pay Point column.
  3. Click Save.

Alternatively, you can assign employees to pay points using our Excel import option. This can be done either when they are added initially, or at a later stage by uploading an updated template. In order for the template to contain a pay point column and the pay point options, you will need to have created your pay points before exporting the template. The template can be downloaded and imported by going to Employees > Bulk Actions > Bulk Add Employees. More information on this feature is available in the following article: