How to set up reporting categories (dimensions) for employees


What are dimensions and why do we use them?

Dimensions are attributes and values that categorise your entries (employees in this case) so you can easily tag, organise, track and analyse them.  

An employee's dimensions can show their payroll cost by location or cost, for example. When you import a payroll journal, payroll costs are linked to their dimension values so you can report on them later. For example, dimensions can give you the total labour cost for each part of your business. 

Before you import each pay run, you’ll need to add dimension values to any new employees you’ve created. This is so you can include dimension values on ledger entries when you import a pay run into the payroll journal. 

How to add dimension values to employees

Before you start, you'll need to have payroll administrator access to complete this step. Here’s how to set that up: 

  1. From the Wiise role centre, search for and select User Setup. 
  2. Find the USER ID you want to give payroll administrator access to. 
  3. Tick the box in the PAYROLL OFFICER column at the far right of the line. 

Here’s how to set up employee dimensions: 

  1. From the Wiise role centre, search for Employees, and then select Employees – List.  
  2. Highlight the employee you’re adding dimensions to from the Employee List, then select Dimensions
  3. In the Employee Default Dimensions page, select a DIMENSION CODE and a DIMENSION VALUE CODE. You can add as many as you like. 
    • The dimension code is the number or letter series that lets you identify the dimension value. For example, 1000, 1001, 2000 etc. 
    • The dimension value code is the category – for example, Marketing (for Dimension Cost Centre) or Queensland (for Location). 
  4. When you’ve finished, you can close the Employee Default Dimensions page. 

We recommend you repeat this process if you add a new employee in Wiise Payroll. But don’t worry, Wiise will prompt you to match any new employees that you’ve created when you import the pay run.

Note: You can also set up employee dimensions by exporting tables from the Wiise configuration package. Ask your Wiise partner for assistance with this.