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Create and Manage Pay Item Groups

Learn how to create and manage pay item groups in PayrollAny.

Written by StaffAny

Contents of this article are applicable to the following users

Tier: NA

Product: PayrollAny

Platform: Web

Access Level: Owner

Pay Item Groups let you bundle multiple pay items together and assign them to employees as a single unit. Instead of adding pay items one by one to each employee's compensation, you can group related pay items such as all standard allowances or deductions for a staff category and assign the group once.


This guide will cover how to:


Default Pay Item Group

Pay Item Group's default Pay Items and default staff assignment are as below table:

Pay Item Group

Applicable to

Pay Item(s) Included

All Hourly

All staff with Wage Type = Hourly

  1. Basic Pay (Hourly) (Default)

  2. Event/PH Pay (Hourly) (Default)

  3. Weekend Pay (Default)

All Salaried

All staff with Wage Type = Salaried

  1. Basic Pay (Salaried) (Default)

All Staff

All staff regardless of Wage Type

  1. Overtime Pay (Default)

  2. EngageAny Cash Incentive (Default)


Create a Pay Item Group

To create a pay item group:

  1. Go to Payroll > Pay Item Group.

  2. Click Create Pay Item Group

  3. Enter a Pay Item Group Name (required).

  4. Optionally, enter a Description.

  5. Under Automatically Tagged, select one of the following options if you want the group to be automatically assigned to a staff category:

    1. All Staff — applies to all employees

    2. All Salaried — applies to all salaried employees

    3. All Hourly — applies to all hourly employees

    4. Leave blank (None) to assign the group manually to individual employees

  6. Under Select Pay Items, check the pay items you want to include in the group (at least one is required).

  7. Click Create.

Note: The Automatically Tagged option can only be set when creating a group. It cannot be changed after the group is saved.


Edit a Pay Item Group

To edit a pay item group:

  1. Go to Payroll > Pay Item Group.

  2. Find the group you want to edit on the Active tab.

  3. Click Edit in the Actions column.

  4. Update the Pay Item Group Name, Description, or pay items as needed.

  5. Click Save.

  6. If the group is assigned to active or future staff compensations, a confirmation modal will appear asking whether to Update Compensations immediately or apply the change to Future Assignment Only. Choose the appropriate option.

Note: The Automatically Tagged field cannot be changed after a group is created.


Archive a Pay Item Group

Archiving a pay item group removes it from the Active tab but preserves the record. Archived groups are not available for new assignments.

To archive a pay item group:

  1. Go to Payroll > Pay Item Group.

  2. Find the group on the Active tab.

  3. Click Archive in the Actions column.

To restore an archived pay item group:

  1. Go to Payroll > Pay Item Group > Click the Archived tab.

  2. Click Unarchive in the Actions column. The group will return to the Active tab and become available for new assignments.

Note: Pay item groups with an Automatically Tagged type (All Staff, All Salaried, or All Hourly) cannot be archived.


View Pay Items Included in a Group

To see which pay items are in a group:

  1. Go to Payroll > Pay Item Group > Click the number in the Pay Items Included column

  2. A modal will open listing all active pay items in the group, including their category, amount type, and amount.


FAQ

Q: Who can access Pay Item Groups?

A: Pay Item Groups are visible to users with Payroll Access permission on the Web platform.

Q: Can I change the Automatically Tagged setting after creating a group?

A: No. The Automatically Tagged field is set at creation and cannot be modified afterward. To use a different auto-tag type, create a new group.

Q: Why is the Archive button disabled for some groups?

A: Groups with an Automatically Tagged type (All Staff, All Salaried, or All Hourly) cannot be archived. These default groups are required for automatic staff compensation assignment.

Q: What happens to existing staff compensations when I edit a pay item group?

A: When you save changes to a group that is assigned to active or future compensations, you will be asked whether to update existing compensations immediately or apply the change only to future assignments. Choose based on your payroll needs.

Q: What is the difference between Automatically Tagged and manually assigned groups?

A: Automatically Tagged groups are assigned to all employees in a staff category (All Staff, All Salaried, or All Hourly) without any manual steps. Groups without an auto-tag type must be manually assigned to individual employees' compensations.

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