In Payroll Setup > Third Party Payees, in the Payee Categories tab, you can add custom payee categories or view system payee categories. Dayforce uses categories to classify and organize individual payees into separate groups for informational purposes.
The application provides functionality for creating custom payee categories, and also comes with several system payee categories that have already been configured and are non-editable. The number of payee categories that you configure depends on the number of different types of payees that you need to set up.
In the Payee Categories tab of Payroll Setup > Third Party Payees, categories are grouped below two headings that you can expand or collapse: Custom, which contains customer-added payee categories, and System, which contains existing, non-editable payee categories.
The categories that you create here (as well as the system categories that come predefined) are available for users to assign to individual payees in the Payees tab of Payroll Setup > Third Party Payees. Each payee in the application must belong to a payee category.
Note: You cannot delete a payee category if it is linked to a payee. Before you can delete the category, you must remove the payee from it (for example, delete the payee or assign it to a different category).
To add a custom payee category:
- Go to Payroll Setup > Third Party Payees
- In the Payee Categories tab, click Add.
- Enter a name and description.
- Enter a reference code if necessary. Reference codes, also known as cross-reference codes, are used by Dayforce, usually in exports and imports, to integrate into other applications and systems used by your organization.
- Click Save.