How to create payroll types

Create payroll types for exporting travel and expense data to your payroll system.

Payroll types are used to export travel and expense data to the payroll system. Before you can connect a payroll type to an expense type, you must create the payroll type in Simployer.

Add a new payroll type

1. Go to Administration → Accounting → Payroll types.
2. Click the + icon at the top of the page.
3. Enter the following information:
   • Number: The payroll type number
   • Name: A descriptive name for the payroll type
4. Click Save.

Tip

We recommend entering both the payroll type number and name in the Number field. Example: Number: 10 - Mileage allowance, Name: Mileage allowance. When you connect the payroll type to an expense type, the drop-down list displays the value from the Number field. Including the name makes it easier to find the correct payroll type.

Create payroll types for multiple export setups

If you use multiple export setups, select the correct export setup when you create the payroll type.

Update payroll types when changing payroll systems

When you change payroll systems, you must update both the export setup and the payroll types. See the article “Change the payroll system for exporting travel and expenses” for the complete process.

Connect payroll types to expense types

After you create the required payroll types, you can connect them to the relevant expense types. See the article “Create and manage expense types.”