Introduction: 

This knowledge article will outline the steps to create a custom Pay Item Group. This will allow you to run reports targeting the specific Pay Items in your configured group.

Instructions:

Step 1: Open the Pay Item Group setup menu

• Click the settings icon (cog) which will open the Pay Item Group window
• If you haven't configured any yet you should immediately be prompted to create one otherwise you can click 'Add'.

Step 2: Configure your Pay Item Group

• Name your custom Pay Item Group and select where you want it private or public to other users in your organization.
• Click 'Save'

Step 3: Selecting Pay Items for the Group

• All of the available Pay Items will be listed in the far right.
  • You can select Pay Items by category (1)
  • You can filter Pay Items base on key words (2)
  • You can import Pay Item Groups (3) if you have an xls, xlsx or CSV. The requirement is that you must have the Group in Column A and the Pay Items in Column B with NO Headings. 

Step 4: Selecting your Pay Item Group to run Reports against

• You can now select your custom Pay Item Group from the drop down when configuring your search parameters