How Do I Setup Departments?

Setting Up Departments in Lightning Payroll

Learn how to configure departments within Lightning Payroll for enhanced report generation and cost-centre analysis. This guide will walk you through creating departments, assigning employees, and generating department-specific reports.

Creating Departments

Departments can be established in Lightning Payroll to help organise your payroll reporting by different cost centres. To create a department:

• Navigate to Company >> Departments.
• Click the + icon to add a department.

Assigning Employees to Departments

After creating your departments, you can assign employees and set their default pay percentage allocation:

• Go to Employees >> Details >> Departments.
• Assign employees to their respective departments and set their default pay % allocation.

Editing Departmental Allocation for Pays

If an employee's departmental % allocation needs to be changed for specific pays:

• Select Pays >> Edit Pay/s >> Dept % (at the top of the window).
• To edit departmental % allocation for past pays and multiple employees all at once, use Tools >> Retrospective Tool.

Allocating Shifts to Departments

If your organisation uses shifts:

• Shifts can be allocated to a department under Employees >> Shifts, by editing a shift.

Running Departmental Reports

For detailed reporting on departmental pay data:

• Access the Custom Reports feature via Reports >> Pay Report Builder. Design your report by selecting the desired columns and ensure to tick the box to Group by department for consolidated departmental data.
• Reports >> Departmental Analysis.

Exporting General Ledger Files by Department

To export general ledger files specific to departments:

• Go to Pays >> Reports >> GL Postings (Export CSV).
• More detailed instructions can be found here.