Tips

Payroll

Managing departments and cost centres

There may be times when you need to analyse a group of employees, and the various parts of their pay.  For example, to run a report that shows a breakdown of the wages across the different departments/offices in your business.  To do this, simply create your departments and cost centres, then assign them to your employees.

Create a new department or cost centre

1. Click Company, then click Settings.
2. Click the Analysis
3. Enter the required information in the Ref. and Name boxes, then click OK.

Assign an individual employee

1. Double-click the relevant employee, then click Analysis.
2. Click the downward arrow next to Department or Cost Centre and choose the relevant department or cost centre
3. Click OK, then click Save.

Assign a group of employees

1. Select the required employees.
2. Click Tasks then click Global Changes
3. Click Departments, or click Cost Centres.
4. Click Assign Employee(s) to Department or Assign Employee(s) to Cost Centre.
5. Select the relevant department or cost centre you want to apply to the employees.
6. Click OK, then click Yes.
7. Click OK.

Remove a department or cost centre from employees

1. Select the relevant employee(s).
2. Select Tasks then click Global Changes.
3. Click Departments or click Cost Centres.
4. Click Assign Employee(s) to Department or Assign Employee(s) to Cost Centre.
5. Select No Department or No Cost Centre.
6. Click OK, then click Yes.
7. Click OK

Delete a department or cost centre

1. Click Company, then click
2. Click the Analysis tab, then select the department or cost centre to be deleted.
3. Press F8 on the keyboard.
4. Click Yes, then click OK.