How to Request a New Payroll Preset or Update an Existing Preset

⚡ Purpose

Payroll Presets are predefined payroll categories used to record specific types of earnings, deductions, benefits, balances, and adjustments for employees within payroll.

Every account includes a standard set of payroll presets that support common payroll scenarios. However, some businesses may have unique payroll requirements that are not covered by the presets currently available in their account.

In these situations, a request can be submitted for review by our Accounting Team. This may include creating a new preset, updating an existing preset, renaming a preset, or removing a preset that is no longer needed.

💡 | Tip: If you’re unsure whether an existing preset can be used or modified to meet your needs, contact our Support Team before submitting a request.

🔐 Access Required

Our Payroll feature is available to all subscriptions that have the Payroll Add-On.

Who can request a new payroll preset?

• Super Administrators: Can submit requests for new presets, request changes to existing preset settings, and communicate with Support and Accounting regarding payroll preset requirements.
• Team Administrators: Do not have access to submit requests for new presets or changes to existing preset settings.

⚠️ | Important: All preset requests and preset change requests must be submitted in writing through the appropriate request form or by email. We do not process preset creation or modification requests through phone support. 

📋 Topics Covered in This Article

• Requesting a New Payroll Preset (Canada or US)
• Requesting Changes to an Existing Payroll Preset
• Frequently Asked Questions

📚 Related Articles

• How To Manually Add Earnings/Deductions
• How To Edit An Earnings/Deductions Entry
• How To Generate The Earnings and Deduction Report

Requesting a New Payroll Preset

If you need a new earnings, deduction, benefit, or balance preset that is not currently available in your account, you can submit a request for review by our Accounting Team.

We recommend using the platform's preset request form, as it collects the required information for review and automatically routes the request to the Accounting Team. 

If you are unsure how to complete the request form, you can contact our Support Team by email. Our team can answer general questions, review your request, and help ensure the necessary information is provided before forwarding it to our Accounting Team.

The request form differs depending on whether your company is based in Canada or the United States.

🇨🇦 Canada: Requesting a New Payroll Preset

If your company is based in Canada and you need a new Earnings, Deduction, Benefit, or Balance Preset that is not currently available in your account, you can submit a request through the platform. New preset requests are reviewed by our Accounting Team to ensure they are configured correctly for payroll processing, taxation, and reporting requirements.

1. Click the Payroll tab.
2. On the left-hand navigation bar, click Earnings/Deductions.
3.  Under Batch Information: Earnings/Deductions, click Add/Edit Presets.
4. A new page will load with a Google Form titled Request a new Earnings/Deductions Preset.
5. Under Email, input the email address associated with your account.
6. Under Company name, input the name of the Company associated with your account.
7. Under Location, input your province/country.
8. Under What will these earnings and deductions be used for?, input as much detail as possible.
9. Under Type of Preset, select either: Earning, Deduction, Benefit, Balance, Adjustment, or Other.
10. Under Preset Name, input what you wish for the Preset to be titled.
11. Once done, click Next, and your form request will be reviewed by our Accounting Team, and they will follow up via email. 

🇺🇸 US: Requesting a New Payroll Preset

If your company is based in the United States and you need a new Earnings, Deduction, Benefit, or Balance Preset that is not currently available in your account, you can submit a request through the platform. New preset requests are reviewed by our Accounting Team to ensure the preset is configured correctly in accordance with payroll, taxation, and reporting requirements.

1. Click the Payroll tab.
2. On the left-hand navigation bar, click Earnings/Deductions.
3.  Under Batch Information: Earnings/Deductions, click Add/Edit Presets.
4. A new page will load with a Google Form titled Preset Request Form. 
5. Under Email, input the email address associated with your account.
6. Under Name, input your first and last name. 
7. Under Zendesk Ticket ID and URL, leave blank if not applicable. 
8. Under Company name, input the name of the Company (s) that you wish the preset to be created in. 
9. Under Type of Preset, select either: 
   1. I need to pay my employee
   2.  I need to deduct an amount from my employee's pay
   3. I need an amount that needs to be taxed, but not paid to my employee
   4. I need a tips preset
   5. I need an accrual balance for Leave Management.
10. Once done, click Next, and your form request will be reviewed by our Accounting Team, and they will follow up via email. 

Requesting Changes to an Existing Payroll Preset

If an existing preset needs to be updated, a request must be submitted to our Accounting Team for review.

Examples may include:

• Renaming an existing earning, deduction, benefit, or balance preset
• Updating whether an earning accrues vacation pay
• Changing whether income tax is deducted
• Changing how a preset is reported on year-end tax forms (such as a W-2 or T4)
• Updating whether a preset appears as a separate line on the Journal Entry Report
• Removing a preset that is no longer used by your organization
• Correcting a preset that was originally configured incorrectly

Changes to existing presets can impact payroll processing and reporting. For this reason, all requests must be reviewed and approved before changes can be made. If the change impacts an upcoming payroll, please submit your request as early as possible.

• Email: support@pushoperations.com. 
• Subject line: E/D Preset Setting Change.
• Include: Your company name, the name of the preset, details of the requested change, the reason for the change, and any applicable payroll deadlines if the request is time-sensitive.

Frequently Asked Questions

Have questions about adding or modifying a payroll preset? This section provides quick answers to help you manage your payroll with confidence.

💡| Tip: Can’t find what you’re looking for? Check out our Getting Help & Contacting Support article for the latest ways to connect with our team.

Q: How long does it take to create a new preset?
A: Processing times vary depending on the complexity of the request and whether additional information is required. We recommend submitting requests a few business days before processing payroll to allow sufficient time for review and any necessary follow-up from our Accounting Team.

Q: What information should I include in my request?
A:  We recommend providing as much information as possible about the type of preset you are requesting and how it will be used within your organization. This helps our Accounting Team review the request, configure the preset appropriately, and determine whether any additional information is required.

Certain preset settings may be subject to provincial, state, federal, or other regulatory requirements, while other settings may depend on your organization’s payroll policies and reporting needs.

For example, in Canada:

• If requesting a Bonus preset, specify whether the earnings should accrue vacation pay.
• If requesting a Health or Dental Benefit preset, indicate whether the amount should be reported in Box 85 on employee T4 slips.

Incomplete requests may require additional follow-up before the preset can be created or updated.

Q: Can Support create or modify a preset over the phone?
No. Preset requests and changes must be submitted in writing so our Accounting Team can properly review them and confirm how the preset should be configured. Having the request documented also helps ensure all requirements are captured and reduces the need for follow-up clarification.

Q: Why does the Accounting Team need additional information?
A: Some preset settings are determined by payroll and tax requirements, while others depend on how your organization intends to use the preset. Providing additional details helps our Accounting Team understand your needs, ensure the preset is configured correctly, and identify any information that may be required before the request can be completed.

Q: What happens after I submit a request?
A: Once submitted, your request is reviewed by our Accounting Team. Depending on the type of preset being requested or updated, the team may contact you to gather additional information or clarify how the preset should be configured. You will receive email updates throughout the process, including confirmation when the preset has been created or updated. Emails will be sent to the email address provided in the request form and associated with your account.

Q: What if I am not sure whether I need a new preset?
A: If you’re unsure whether a new preset is required, we recommend contacting Support before submitting a request. In some cases, an existing earning, deduction, benefit, or balance preset may already meet your needs, helping avoid unnecessary setup and review.

Additional Information

Need further help? Refer to our Getting Help & Contacting Support article for the latest support options and ways to connect with our team.