**Manual Payroll is in a private beta at this time. Only users in the beta will have access**

To start, please navigate to Settings | Paystubs. On this page, we can configure custom fields that we would like to track per Paystub. To do so, add a record to the Custom Fields grid as shown below.

Once added, select ‘Customize Fields’ and find your newly created field in the list of Available Fields. Once selected, press the arrow to add the field to the Paystub Form. When you’ve finished configuring the Paystub Form select ‘Save Changes’.

Now that we have our Paystub form set up, we need to populate our global Withholdings list. Navigate to Settings | Withholdings and select the plus icon to create a new Global Withholding. Fill out the required fields and elect whether you want the withholding added to all Paystubs by default. Editing the ‘Default’ toggle is not retroactive and will not impact any existing Paystubs. Please note that once a Paystub exists that utilizes this Withholding, it can no longer be deleted.

In addition to Withholdings, we also need to setup a global list of Employee Benefits. Once created, these benefits can then be granted to Employees in the HR center. Add these to the global list the same way you added Withholdings. Keep in mind that this is a global list and that these are just default values that can be overridden when assigning the benefit to the Employee. Please note that once a Benefit is granted to an Employee or is added to a Paystub, it can no longer be deleted.

Similarly to Withholdings and Benefits, we also need to create our global list of Post-Tax Deductions. Post-Tax Deductions are employee-specific deductions on a pay stub that are not subject to be taxed. Common examples include Child Support and Roth 401Ks. Because these differ per employee, the only fields that are required at the global level are Name and Type.

The next step is to configure your Employees in the HR Center. Learn how below!

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