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Gusto: Individual Employee Mapping

Perri
Perri
  • Updated

By now, you've already set up your global mapping for importing payroll from Gusto. However, in some cases, you may need to assign a different account to a specific employee's salary or benefits than the one you’ve set in your global mapping. For example, if your Pastor needs a different salary account than what’s used in the global mapping, you can adjust this directly on the employee’s mapping page.

 

Access the Mapping Editor

To access an employee's individual mapping, you will need to be on step two of the payroll import process. Once on step two, find the employee’s name and click the pencil icon on the far right under the "edit mapping" column.

 

 

Individualize Your Mapping

On the employee’s mapping page, you'll only need to adjust the accounts that should be different from the global mapping. For instance, if the Pastor’s salary needs to be mapped to a different account but all other benefits and withholdings should follow the global mapping, you’ll only change the salary expense account here and leave all other fields blank.

 

If you need a refresher on what accounts you set up for your global mapping, you can easily access it from the employee mapping screen by selecting the box with the down arrow at the top right corner and selecting "global mapping" (as seen above). Once you are done reviewing the global mapping screen, you can just click the cancel button at the bottom right corner and it will take you back to your employee mapping page you were previously on. 

 

Save the Changes

Once you've selected the correct accounts for the employee, click Save. You’ll only need to do this mapping once.

 

After importing the pay run, the system will remember your custom mapping for that employee. Any accounts that were adjusted will appear in the Custom Mappings column, so you’ll always know which accounts are unique for that employee.

 

By following these steps, you can ensure that any specific payroll adjustments are properly accounted for without affecting the global mappings for other employees.

 

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