How To Setup A Recurring Earning/Deduction

Goal

• How to add a recurring cell phone payment to the payroll 
• How to add a recurring medical benefit deduction to the payroll

Environment:

• Push Web App

Process:

1. Click the Payroll tab
2. On the left-hand navigation bar, click Earnings and Deductions 
3. Under Preset, click the drop-down menu and select the relevant Preset or click the Search Box and input the name of the Preset
4. Under Frequency, click the drop-down menu and select either:
   1. Recurring Every Payrun/Cheque
   2. Recurring 1st Pay Date of Month
   3. Recurring 2nd Pay Date of Month
   4. Recurring 3rd Pay Date of Month
   5. Recurring 1st and 2nd Pay Date of Month
5.  Under Date, use the Start Date and End Date fields to specify exactly when the recurring entry should begin and end.
   1. 💡| Tip: Use Start and End Dates to plan ahead and stay audit-ready.
      Set a Start Date for future-dated entries like health benefits that begin after probation. If you leave the End Date blank, the entry continues indefinitely.
   2. 📌 | Note: For yearly deductions or allowances that may change, we recommend setting the End Date to the last pay period of the year and then creating a new entry for the new year. This keeps records clean and supports accurate audits.
6. Scroll to the box titled Employee Information: Earnings/Deductions
7. Under Employee, click Select Employee or use the Search Box to find the employee.
8.  Under Position Details, this will auto-fill the rate of pay and position based on the selected employee
   1. If the employee has multiple positions, click the drop-down arrow and choose the correct one.
9. Enter the Hours and click Calculate Amount, or leave Hours blank and input a flat dollar amount under Amount.
10. To apply the same preset to more employees, click Add Employee and repeat steps 7–9.
11. Once complete, click Add Earnings/Deductions 
12. The page will refresh, and your entries will be created. To review or make adjustments, scroll down to the section titled All Earnings/Deductions.

Additional Information

Why use recurring entries?
Recurring earnings and deductions help streamline payroll by automating repeat entries—like monthly phone reimbursements, health benefit deductions, or anything unique that repeats. Instead of re-entering data every cycle, you can set it once and ensure accuracy, save time, and maintain a clean audit trail. This feature is especially useful for managing long-term entitlements or deductions while reducing last-minute payroll changes.

⚠️ Uncollected Deductions
If an employee does not earn enough in a pay period to cover a recurring deduction, the amount will not be collected and will not carry over. You’ll need to manually add a one-time entry in the next pay period.

A report titled Uncollected Deductions Report will be available in Payrun History for the relevant pay period to help identify any missed deductions.

Please note that only Super Administrators or Team Administrators with permission to Run Payroll or Earnings and deductions by preset(s) will be able to make changes. 

Related Articles

• How To Manually Add Earnings/Deductions
• How To Edit An Earnings/Deductions Entry
• How To Delete Earnings/Deductions Entries
• How To Request A New Earnings/Deduction Preset