Answer
Departments help you organise payroll reporting by cost centre. This article covers creating departments, assigning employees, and running departmental reports.
If you want pay costs to follow the shifts, pay rates, allowances and bonuses people actually work, rather than a fixed percentage per employee, see What Are Advanced Departmental Options And Should I Use Them?
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 >> Department % (at the top of the window). This button is unavailable while Advanced Departmental Options is turned on. 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.
If Advanced Departmental Options is turned on, this setting is not used. Tag the company shift under Company >> Shifts instead. See How Do I Turn On Advanced Departmental Options And Tag Shifts?
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 (CSV Export). More detailed instructions are available here.
