Solution Properties
Solution ID:
231004120619217
Last Modified Date:
Fri Dec 15 11:29:47 UTC 2023
Taxonomy Path:
Case category//How do I...
Author:
[email protected]
Payroll Analysis Types
Description

Analysis types help you analyse your payroll in more detail. For example, you can use them to monitor your employer costs by department or cost centre.

Cause
Resolution

Before you start

There are 3 transaction analysis types created for you by default; Department, Cost Centre, and Project. These are for use in Sage Accounting and Sage Payroll. 

There are also 3 payroll-only analysis types that you can customise.  

You can then assign analysis types to your employees and run reports on them. 

 NOTE: If you also use Sage Accounting, there are 3 group analysis types; Customer, Supplier, and Product. These are for use in Sage Accounting only.  

View and edit analysis types 

To view your analysis types, select Settings, then within the Personalisation section select Analysis Types: 

By default, each analysis type is disabled.  

You can edit an analysis type to enable it, change the name, where it will be available, and add or change the categories. 

For the analysis type you want to change, select Edit. To save your changes, select Save changes. 

 NOTE: You cannot delete a category once you've used the analysis type in a pay run. If you no longer want to use a category, you need to clear the Active checkbox.  

Assign an analysis type to an employee 

You can assign an analysis type to an employee individually in their record, or to multiple employees as a bulk action. You can also change your employees' analysis type categories when you process a pay run. 

To assign an analysis type to an employee record

  1. From the Employees tab, select the relevant employee.
  2. Select the Analysis Types tab.
  3. For each analysis type you want to assign, select the required category from the drop-down menu. If you want to add a new category, select Add new category.
  4. Select Save. 

Assign an analysis type to multiple employees as a bulk action 

From the Employees tab, select Bulk Actions. 

Select the checkbox for each employee you require, then Assign analysis types. 

Select each analysis type and category you want to assign, then Save, and OK. 

Change analysis type categories during a pay run 

  1. From the Pay step in the Process Pay Run window, select the relevant employee.
  2. From the Edit employee details window, in the Analysis types section, change any categories from the drop-down menu. If you want to add a new category, select Add new category.
  3. Select Save. 

Filter by analysis types 

You can filter your employee list to only show employees who have a particular analysis type assigned to them.  

  1. From the Employees tab, select Filter.
  2. From the Analysis Type drop-down menu, select the relevant analysis type, then Apply.
  3. To reset your filters, select Filter, then Reset Filters. 

You can also customise your columns in the employee list to show, hide, or reorder the analysis types. 

  1. From the Employees tab, select Customise.
  2. To show or hide a column, select or clear the corresponding checkbox.
  3. To reorder a column, select the column and drag up or down until it is in your desired location.
  4. To reset the columns back to the default setting, select Reset to default table columns.
  5. Once you have finished customising your employee list, select Save changes. 

Report on analysis types 

There are 2 reports you can run for analysis types, Employee Net Pay and Employer Costs. 

  1. From the Reporting tab, select the relevant report.
  2. Select the Tax Year, Frequency, and Period you want to run the report for.
  3. You can then select an Analysis type and, if required, an Analysis type option.
  4. To run the report, select Generate.
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