Create payroll types

Payroll types are used when exporting travel and expense claims to your payroll system. Before a payroll type can be linked to an expense type, it must first be created in Simployer. This article explains how to create payroll types and includes a tip that makes them easier to identify when linking them to expense types later.

Create a payroll type

1. Go to Administration → Accounting → Payroll types in the left-hand menu.
2. Click the + button at the top of the page to create a new payroll type.
3. Enter:
   • Number – the payroll type number.
   • Name – a descriptive name for the payroll type.
4. Save the payroll type.

Tip

We recommend entering both the payroll type number and its name in the Number field.

Example:

• Number: 10 – Mileage allowance
• Name: Mileage allowance

When you later link the payroll type to an expense type, the value shown in the drop-down list is taken from the Number field. Including the name makes it much easier to identify the correct payroll type.

Next step

Once all required payroll types have been created, you can link them to the relevant expense types.

See the article Link payroll types to expense types.