How can I add a new pay type code to Namely Payroll?

Your Pod Service Consultants can add a new pay code to Namely Payroll on your behalf.

SUBMIT A CASE

Submit a Case in the Namely Help Community (Contact Us > Submit Case), indicating the need for a new pay code. You'll want to include answers to the below questionnaire with your case submission, so the consultants can ensure your new code will apply the appropriate taxation and W-2 mapping.

  1. What do you want to name this new pay type code?

  2. Do you need for this new pay type code to be importable? This makes the code an option for Additional Pay uploads. If so, what would you like to call the import code?

  3. Should this code be Payable or Non-Payable (Imputed)?

  4. Should this be excluded from certain percentage-based deductions? For example: 401k percentage deductions should not include this pay type code amount in calculation.

  5. Should this new pay type code be taxable?

If "yes" is the answer to question 5, please answer the following questions: 

  1. How should this be taxed - i.e. per the employees’ W-4 filing status or at the supplemental rate?

  2. Should this be included in Box 1 (Wages, tips, other compensation i.e. taxable federal wages)?

  3. Should this be included in Box 3 (Social security wages)?

  4. Should this be included in Box 5 (Medicare wages)?

  5. Should this be included in Box 16 (State taxes)? If yes, please confirm applicable states?

  6. Should this be included in Box 12 on the W-2? If so, with what code? (IRS guidelines on page 30 here.)

  7. Should this be included in Box 14 on the W-2? If so, with what code? (Options include: HI 2% SH, STOCK, HouseAllow, CARS, SCORP Hlth, WellnessPlan, ESPP, NPSP, SCORP Prem, RSU, HSA 2% SH, EHI ER, Fringe, ISO, and Edu Assist.)

  8. Should this be included in Box 19 (Local wages)?

Once the case is submitted, a Pod Service Consultant will follow up to confirm the new code has been created. 

TIP:

Refer to 2023 Federal and State: Payroll and Tax Fact Sheet for Federal and State rates for the 2023 tax year!