Difference between revisions of "How do I create a department in Platinum Payroll?"

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== More Information ==
 
== More Information ==
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Go to {{Menu|Systems|{{PR}}|Run Payroll Period}}.
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Go to {{PayrollMaintenance|Add or Edit Departments}}.
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*Click {{Button|Add}}.
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* Click {{Button|List}} to view your existing Departments.
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*Enter a code for the department. This can be either numbers or letters (e.g. {{DataValue|ACC}} or {{DataValue|001}} for Accounts).
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* Click {{Button|Add}} to create a new Department.
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*Enter a description for the department in question, e.g. {{DataValue|Accounts}}.
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* Enter a 3 character code for the department. This can be either numbers or letters (e.g. {{DataValue|ACC}} or {{DataValue|001}} for Accounts).
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*Click the {{Tab|Group}} Tab.
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* Enter a {{DataPrompt|Name}} for the department in question, e.g. {{DataValue|Accounts}}.
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*This allows you to create a group code for a set of departments, if you so wish (e.g. a Admin group could include the Accounts and Wages Departments)
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** If you wish to group particular departments together, e.g. an Admin group could include the Accounts and Wages Departments, click the {{Tab|Group}} tab.
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** Enter the Group Code or press {{KeyPress|C-F1}} to search for an existing Group.
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** Select from the {{Button|List}} of Department Groups or click {{Button|Add}} and create a new Department Group Code and Description.
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* Click {{Button|Done}} when you are ready to save the new Department.
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To assign a department to an employee follow [[How do I create an employee in the payroll?|these]] instructions.
  
 
== See also ==
 
== See also ==
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* [[Getting Started - Payroll]]
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* [[How do I create an employee in the payroll?]]
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* [[How do I Run a Payroll Period?]]
 
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* [[How do I Close a Payroll Period?]]
 
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* [[How do I Run Reports at the End of a Payroll Period?]]
 
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* [[How do I Add a New Employee to the Payroll?]]
 
  
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{{KB_Tags|Department, Dept, create}}
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{{KB_Tags|department, dept, payroll section, group employees}}
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{{KB_PR}} {{FAQ}} {{ZN_Admin}}
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{{How}}{{KB_PR}}{{ZN_Admin}}

Latest revision as of 06:29, 9 November 2019

Summary

The following article explains how to create departments for your business. These codes affect the grouping of staff on the payroll reports, and can be used for analysis in the Nominal Ledger.

More Information

Go to " Payroll Maintenance Options Add or Edit Departments".

  • Click [List] to view your existing Departments.
  • Click [Add] to create a new Department.
  • Enter a 3 character code for the department. This can be either numbers or letters (e.g. 'ACC' or '001' for Accounts).
  • Enter a "Name" for the department in question, e.g. 'Accounts'.
    • If you wish to group particular departments together, e.g. an Admin group could include the Accounts and Wages Departments, click the [Group] tab.
    • Enter the Group Code or press <Ctrl+F1> to search for an existing Group.
    • Select from the [List] of Department Groups or click [Add] and create a new Department Group Code and Description.
  • Click [Done] when you are ready to save the new Department.

To assign a department to an employee follow these instructions.

See also


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Keywords AND Misspellings
department, dept, payroll section, group employees
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