Track payroll expenses by department, location and other categories

Track your payroll expenses using employee groups. This way, your reports show your expenses for different areas of your business such as office location, department name or cost centre.

How payroll tracking works

Payroll tracking categories are the same ones set up in your general settings. Once they're set up, you can track payroll expenses by the different groups within your organisation.

Let's say you track areas of your business by division, and one of your divisions is marketing. To track that division’s expenses, you’d assign the Marketing tracking option to the employees within that division.

Before you start

Assign a tracking category

  1. Go to Settings, then click Payroll Settings.
  2. From the Organisation tab under Payroll Tracking:

    • From the Employee Groups list, select the category to track employee groups.
    • From the Timesheet Categories list, select the category to track timesheets.
  3. Click Save.

Assign a group tracking option to an employee

  1. Go to Payroll, then click Employees.
  2. Click the employee's name to show their details.
  3. Click the Employment tab.
  4. Under Employment from Employee Group, select a tracking option.
  5. Click Save.