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Departments help you organise payroll reporting by cost centre. This article covers creating departments, assigning employees, and running departmental reports.
Creating Departments
To create a department, go to Company >> Departments and click the green plus (+) icon to add one.
Assigning Employees to Departments
To assign an employee and set their default pay percentage allocation, go to Employees >> Details >> Departments, then assign the employee to their department and set their default pay % allocation.
Editing Departmental Allocation for Pays
If an employee's departmental % allocation needs to change for a specific pay, go to Pays >> Edit Pay/s >> Dept % (at the top of the window). To edit departmental allocation for past pays and multiple employees at once, use Tools >> Retrospective Tool.
Allocating Shifts to Departments
If your organisation uses shifts, a shift can be allocated to a department under Employees >> Shifts by editing the shift.
Running Departmental Reports
- Build a custom report via Reports >> Pay Report Builder. Select the columns you want and tick Group by department for consolidated departmental data.
- Use Reports >> Departmental Analysis for a ready-made departmental report.
Exporting General Ledger Files by Department
To export general ledger files by department, go to Pays >> Reports >> GL Postings (Export CSV). More detailed instructions are available here.
