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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 centres, departments, branches, etc.

👉 How-To Guides

How to add a pay point

Employees paid from a different bank account

If any of your employees will be paid from a bank account other than your primary one, set up an additional bank account before creating your pay points.

  1. Go to Settings > Pay Points > Add Pay Point.
  2. Enter the Name of the pay point.
  3. (Optional) Tick the Not paid from Primary Bank Account box, and select the relevant Additional Bank Account.
  4. Click Save.
  5. Repeat the process for all your pay points.
  6. Once you have created your pay points, assign each employee to their respective pay point.

How to deactivate a pay point

Deactivating pay points

You can deactivate only pay points that have no employees linked to them. If you have employees assigned to a pay point you want to deactivate, follow these steps to move them to a different pay point first.

While there are still employees assigned to a pay point, the Delete button in step 3 below will not be visible.

  1. Go to Settings > Pay Points.
  2. Click the relevant pay point.
  3. Click Delete > Confirm.

How to reactivate a pay point

  1. Go to Settings > Pay Points.
  2. Click Inactive, and click the relevant pay point.
  3. Click Activate.

How to assign employees to pay points individually

  1. Go to Employees, and select the relevant employee.
  2. Click Edit Info > Basic Info.
  3. Click the Pay Point drop-down (under Essentials), and select the relevant pay point.
  4. Click Save.

How to assign employees to pay points in bulk

  1. Go to Employees > Bulk Actions.
  2. Click Essentials (under Informational Inputs).
  3. Confirm that your filters are correct (Pay Point, Pay Frequency, and Status).
  4. Scroll right to find the Pay Point column, and select the relevant pay point from the drop-down.
  5. Click Save.

Assign pay points via Excel import

You can also assign employees to pay points using the employee Excel import. You can do this when employees are added for the first time, or later by uploading an updated template. Before exporting the template, create your pay points. This ensures that the template includes a Pay Point column with the correct options. See the Excel Import for Employee Details help page for more information.

With pay points in place, you can post different pay points' accounting information separately to Xero and QuickBooks Online, pull reports based on these divisions, and restrict users' access to specific groups of employees. More information on each of these aspects can be found on the following help pages: