Classic | Splitting Costs

Classic | Splitting Costs

About

An employee can only be linked to one organisation unit on the Employee Position Screen. Should an employee report to more than one organisation unit, costing will have to be used to apply a percentage split of the employee’s components in the General Ledger Report.

Please note: Click on any image in the article to enlarge.

NextGen or Classic

The Classic version is the name given to the previous look and feel of the system. Important to note, both NextGen and Classic point to the same database. No data migration is therefore applicable. 

This article covers Splitting Costs for the Classic version of the system.

An Example of the Classic Landing Page


The article that explains the same for the new and improved NextGen version, is coming soon.

An Example of the NextGen Landing Page


Edition

This feature is available on Lite, Premier and Master.

Splitting Variable Costs

When an employee reports to more than one organisation unit and the percentage split varies from the one pay run to the next, Bulk Entries functionality can be used to indicate the percentage split in organisation units.

Navigation: Employee Menu>Post Bulk Entries for Multiple Employees


Example of a completed MS Excel Spreadsheet:


Once the MS Excel Spreadsheet has been uploaded, a link will be available on the employee’s components of their Payslip Screen. Should the percentage split be adjusted on any once-off component on the Employee Payslip Screen, the system will automatically apply it to all the other components.





Splitting Fixed Costs

When an employee reports to more than one organisation unit, and the split remains the same every pay run, you can indicate the split on the Employee Recurring Costing Screen. 

Navigation:Employee Menu>Payroll Information>Recurring Costing





Important Comments

Tips
  1. The MS Excel Spreadsheet should be uploaded only after the payroll has been finalised before the General Entry Report is exported.
  2. The total of the employee’s Costing Split must always add to 100%.
  3. Applying percentages on the Employee Recurring Costing Screen, will not create the link on the Employee Edit Payslip Screen to overwrite the percentage split.

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