Analysis categories: Assign to employee

An analysis category allows you to group departments, employees or even individual pay elements together. This will group all the cost of the category allowing you to report on it.

First you create the analysis categories, then add the codes, once complete, you can then assign to an employee.

A journal token allows you to pull data from the payroll quickly, the token is replaced by the data stored in your payroll when you create the journal. The tokens are used when setting the nominals.

1. pen the required company.

2. Go to Employees.

3. Select the required employee.

4. Select Analysis Categories.

5. Select the Role (if multi role has been enabled.)

   The analysis categories are set in configuration.

   Example...

   In this example, my Analysis categories contain the location, store and job. To assign a head office role, I go to Head Office and select None. If this employee works in multiple sites, as I already have Store 02 added, I can select it and add another location.

    

   You can assign multiple analysis codes to each analysis category. Select any analysis code.

6. Select + Join <NAME> Where <NAME> is the name of the analysis category used for this analysis code.

   If you are making changes, select the analysis code.

7. Select the Analysis Category Code.

8. Select Primary if this is the primary analysis category for the Employee.

9. Select the Weighting as a percentage.

10. Select Create.

    

Example...

Working 5 days split over 2 locations

If an employee works 3 days in location A and 2 days in location B a week:

1 day out of 5 is 100 / 5 = 20. 1 day = 20%

• Analysis Category Code: Location A

• Weighting: 60% (3 days)

• Analysis Category Code: Location B

• Weighting: 20% (2 days)

40 hour week split over 3 locations

If an employee works 5 hours in location A 23 hours in location B and 12 hours in location C a week:

1 hour out of 40 is 100 / 40 = 2.5. 1 hour = 2.5%

• Analysis Category Code: Location A

• Weighting: 12.5% (5 hours)

• Analysis Category Code: Location B

• Weighting: 57.5% (23 hours)

• Analysis Category Code: Location C

• Weighting: 30% (12 hours)

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