Departments and cost centres
Description

To help you track your company's costs, you can create departments and cost centres then allocate employees to them. You can then use costing reports to see how a particular section of your company is performing.

Set up a department

  1. On the menu bar, click Company/Payroll then click Departments.



  2. If there are departments already set up in this payroll, to add a new one, click Add. Otherwise, move to step 3.
  3. On the next available line, enter the code and description.
  4. Click OK.


Set up a cost centre

  1. On the menu bar, click Company/Payroll then click Cost Centres.
  2. If there are cost centres already set up in this payroll, to add a new one, click Add
  3. On the next available line, enter the code and description.
  4. Click OK.

Allocate a single department and/or cost centre to an employee

  1. On the menu bar, click Processing then click Employee Details.
  2. In the Surname box, click browse  and click the relevant employee.
  3. If required, click browse  and click the department and cost centre you wnat to apply to the employee.
  4. 4. Click Save, then click Cancel.


Allocate multiple departments and/or cost centres to an employee

Within Sage Payroll, there are three different options you can use to divide an employee's pay details across multiple departments or cost centres:

  • Multi Entry tab on an employee's timesheet - When you're processing an employee's pay details, you can split their pay costs over a number of departments and cost centres in the Multi Entry tab.
  • Multi-timesheet import - You can use this option to import payment hours and values into your employees' timesheets, and allocate these values to specific departments and cost centres. This is very useful if you're using a time and attendance software or Microsoft Excel to record your employee values. For more information about this process, please view this guide.
  • Costing tab on an employee's record - If you want to define costing details for an employee, you can use this option. You can then attribute percentage cost allocations to your departments and cost centres. These form the basis of cost analysis.

 

 Reporting

Now you've set up your Deartments and Cost Centres, you can use this information when running your reports.

  1. From the top menu bar, click Reports.
  2. Select the report you want to run, then in the Sequence drop-down, select how you'd like to order your report.

  3. Click Preview, to take a look at how your report will run.  

For help with the reports available in your software, you can check our useful help guide.  Read more >

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