Add a payroll payment template

• Template name: enter a name associated with the type of payments being made.
  • Choose one that you will easily identify for future use.
• Your/Business name: enter either your own name or the name of your business if appropriate. The name you enter:
  • will appear on the employees' statement so ensure it makes your identity clear to the employees
  • must only contain letters (no special characters eg. _/@#%^*).

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• To: choose an employee to transfer your first payment to, using the drop down list.

If you do not have any employees saved you can click the "Maintain employees" button to add new employees.

• Add a new payroll employee 

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• Reference: enter a short reference or message for the employee.
  • The employee (recipient) will see this reference on their statement so make sure it clearly identifies the purpose of the payment.
• Amount: enter the amount you wish to transfer, using a decimal point, if applicable.

When you are happy with the details you've entered, click the "Add to list" button.

• The payment will now display in the list

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• To add more payments to the list repeat steps 2-3.

Each time you click "Add to list" the payment details will display in the list.

• If you need to remove a payment click the "Remove" button on the right of the list.
• You can also change the payment amount if necessary by clicking in the amount box and editing it as needed.

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• When you are happy with your new template, click the "Save" button.

Your template will now be updated and saved in your list of payroll payment templates and can be used to make payments.

• Use a template to make payroll payments
• Manage payroll payment templates

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You need the following information to add a Payroll payment template:

• Template name: this is only available when creating a new template or copying an existing template.
• Your/business name: provide the name that you would like to appear on the employee's statement.
• Employee details: allows you to select an employee from the drop down list available for payroll payment employee list or click "Maintain employees" in order to add new employees to the list.
• Transfer amount: includes the "Reference" that you would like to appear on the employee's statement as well as the "Amount" that will be transferred to the employee's account.

Creation of a new template is immediate.

• Once saved, the page will refresh and the template will be updated immediately in the "Payroll payments - templates" list and can be used for payments at once.

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Yes. You can edit, copy, rename or delete the templates. You can edit the following details:

• The amount to be transferred.
• Your/business name (this will appear on the employee's statement).
• The employee details. You can remove an existing employee or add a new one.

This will be updated immediately.

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You can add up to 99 employees in a single template.

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