How do you create compensation sources?

Are you setting up your compensation sources for the first time, or do you want to add a new one? Choose the instruction that matches your situation below.

No compensation sources yet? Click Initial setup to create the most commonly used offset sources for your organisation.

Want to expand your compensation sources? Click Create a new compensation source to manually add an additional compensation source.

Instruction: Create the initial compensation sources

Follow these steps if you do not yet have any offset sources in your overview.

1. Go to Budget & Rules > Compensation sources.
2. If no Compensation source exist yet, you will see two options.
3. Select Create Initial Offset Sources.
4. Click a compensation source to open it.
   1. For Gross Salary (Monthly), adjust the Allowed number of periods if required. By default, this is set to 1–12 months.
5. Under Enabled for products, specify the products for which this source should be available. If it should apply to all products, leave the default setting.
6. Under Enabled for companies, specify the organisational units for which this source should be available. If it should apply to all organisational units, leave the default setting.
7. Remove any compensation sources that are not required by clicking the red Delete icon.
8. Select Add to Compensation Sources if you want to create additional sources.
9. If you want to add a new compensation source, continue with the instruction below.

Instruction: Create a Compensation source

Follow these steps to create a new offset source.

1. Click Create Offset Source or Add to Offset Sources.
2. Enter a name for the offset source. This is the name employees will see when selecting an offset method during checkout.
3. Select the Source Type:
   1. Money: Choose this option when the full amount should be deducted in a single payment, for example from a year-end bonus.
   2. Money over multiple periods: Choose this option when the amount should be spread over multiple payroll periods, for example through the employee's gross salary.
      1. Under Period, select Monthly, Every four weeks, or Yearly.
      2. Specify the Allowed number of periods.
   3. Hours: Choose this option when employees pay using leave hours, such as statutory or additional leave hours.
   4. Electronic net payment: Select iDEAL/Wero (Netherlands) or Bancontact (Belgium). This option should normally remain enabled if employees are allowed to pay any amount that exceeds the maximum offset amount.
4. New Compensation sources are active by default. Use the toggle to deactivate the source if required.
5. Under Apply to products, select the products for which this source is available.
   • If the source applies to several products, select each applicable product.
   • If it applies to all products, enable All products.
6. Under Enabled for companies select the organisational units for which this source is available. 
   1. If the source applies to several organisational units, select each applicable unit.
   2. If it applies to all organisational units, enable All organisational units.
7. By default, the compensation source consumes the WKR budget. If this should not be the case, disable This compensation source consumes the WKR budget. 
8. Enter the External payroll system identifier. This identifier is used for the integration with your organisation's payroll system. Use the code from your payroll system. Example: The offset source Gross Salary has the payroll code BL-004. Enter BL-004 as the external payroll system identifier.