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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.