Solution Properties
Solution ID:
200427112157017
Last Modified Date:
Tue Jul 18 12:13:45 UTC 2023
Taxonomy Path:
Case category//How do I...//processing
Author:
[email protected]
Global changes - Cost centres and departments
Description

Your software includes a Global Changes option. You can use this to make amendments to a group of employee records, rather than having to amend each record individually.

Cause
Resolution

Assign to or remove a cost centre from employees

  1. Open the Tasks menu, choose Global Changes, choose Cost Centres and then choose Assign Employee(s) to Cost Centre.
  2. On the Change Cost Centre window, click the finder button and from the drop-down list choose the required cost centre.

    TIP: To remove a cost centre from the selected employees, choose No Cost Centre.

  3. To apply your changes to the selected employees, click OK.
  4. When the message appears advising how many employees have been selected, to continue, click Yes.
  5. When the message appears advising how many employees were successfully updated, to return to the Sage 50 Payroll desktop, click OK.

    TIP: To check that this procedure has made the required changes, double-click an employee then click the Analysis tab. The chosen cost centre appears in the Company Analysis section.

Assign to or remove a department from employees

  1. Open the Tasks menu, choose Global Changes, then Departments and then choose Assign Employee(s) to Department.
  2. On the Change Department window, click the finder button and from the drop-down list choose the required department.

    TIP: To remove a department from the selected employees, choose No Department.

  3. To apply your changes to the selected employees, click OK.
  4. When the message appears advising how many employees have been selected, to continue, click Yes.
  5. When the message appears advising how many employees were successfully updated, to return to the Sage 50 Payroll desktop, click OK.

    TIP: To check that this procedure has made the required changes, double-click an employee then click the Analysis tab. The chosen department appears in the Company Analysis section.

Set up cost centres and departments within Company Settings

  1. From the Company Tasks pane, click Settings.
  2. From the Company Settings window, click Analysis.
  3. Click into the Departments box.
  4. Enter the relevant information into the Ref and Name boxes.
  5. Repeat for Cost Centres and then to save your changes, click OK.
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