Add a category
1. Hover on Setup and click Team Manager.
2. Click on any employee’s name to open their General tab.
This step is simply to access the relevant section in AgriSmart so any employee’s profile can be used here.
3. Click Payroll.
4. Under Regular Payments, click the cog icon.
This icon provides access to the setup area for payments, allowances, and deductions.
5. Click Add Category.
6. Enter the Category name e.g. Backpay.
7. Tick Enabled.
8. Tick Payment, Non-taxable allowance, or Deduction, depending on the type of payslip item it is. For example, backpay would be a payment, travel would be a non-taxable allowance, and rent would be a deduction.
9. Enter an Export code (optional).
10. Click Save.
Edit a category
1. Hover on Setup and click Team Manager.
2. Click on any employee’s name to open their General tab.
This step is simply to access the relevant section in AgriSmart so any employee’s profile can be used here.
3. Click Payroll.
4. Under Regular Payments, click the cog icon.
This icon provides access to the setup area for payments, allowances, and deductions.
5. Select the category you want to edit by clicking on it.
6. Make the necessary amendments, then click Save.
Disable a category
1. Hover on Setup and click Team Manager.
2. Click on any employee’s name to open their General tab.
This step is simply to access the relevant section in AgriSmart so any employee’s profile can be used here.
3. Click Payroll.
4. Under Regular Payments, click the cog icon.
This icon provides access to the setup area for payments, allowances, and deductions.
5. Select the category you want to disable by clicking on it.
6. Untick Enabled, then click Save.