Setting Up Employees
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      Set up reporting categories for employees 

      Overview:  

      • Find out how to set up dimensions which are reporting categories for employees 

      Why set up reporting categories for employees? 

      An employee's dimensions can help track payroll costs by location or department. When you import a payroll journal, these costs are linked to their respective dimension values, allowing you to report on them later. For instance, dimensions can show the total labor cost for different areas of your business. 

      Note: Before importing each pay run, assign dimension values to any new employees you've added. This ensures that the dimension values are included in the ledger entries when you import the pay run into the payroll journal. 

      How to set up reporting categories for employees? 

      1. Search Employees on the top right-hand corner of your page. Select the related link. The Employees list displays.  
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      2. Highlight the employee row that you’ll add dimensions to. Then, select Employee from the action ribbon.  
      3. Select the drop-down menu on Dimension – Multiple and select either the: 
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        1. Dimension – Single: This refers to an individual dimension value that you can assign to the employee.  
        2. Dimension Multiple: This refers to multiple dimension values that you can assign to the employee.  
      4. In the default employee dimension page, fill in the relevant fields: 
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        1. Dimension Code: The dimension code is the number or letter series that lets you identify the dimension value. For example, 1000, 1001, 2000 etc. 
        2. Dimension Value Code: The dimension value code is the category. You can allocate Marketing (for Dimension Cost Centre) or Queensland (for Location). 
        3. Value Posting: Select either Code Mandatory, Same Code or No Code.  
        4. Allowed Value Filter: When you select Code Mandatory, the allowed value filter displays.  
      5. Select OK to continue with your selection.  
      6. You’ve now set up reporting categories for employees.

      Note: Repeat this process for each employee that you add to Wiise Payroll. Wiise will prompt you to match any new employees that you’ve created when you import the pay run. 



      What’s next? 

      Find out how link wiise payroll locations to wiise dimensions. 

       

      If you have any questions, please reach out to support@wiise.com