Setting up your employees' home departments
If you have two or more departments in your company, and would like to track costing across different departments, you can set this up in your Smartly site.
1. Go to Settings > Company settings and then click on Departments.
2. Click on the + sign next to Company.
3. A pop up box will appear. Fill in the relevant details, and then click Save
Description: Name of the department.
Accounting code: General ledger code. This field is optional, but if you use Xero or another accounting software, you should use the same code for this department as the one you use in your accounting software.
Quick code: Quick reference code in the Smartly site.
4. Once you click Save, the system will ask if you want to assign the department to employees now. You can choose to Do it later or Assign employees.
5. If you have clicked Assign employees, a pop up box will appear. Assign the deparment to the relevant employees and click Save.
6. If you have chosen Do it later then to assign employees to the appropriate home (default) costing department, go to People > Click the arrow next to an employee's name > Employment.
7. Under Payroll information, Home Costing, choose the employee's default costing department, and click Save.
7. Repeat Step 6-7 for all your employees.
Note: If you need to set up your employees with the option to cost different hours to different departments, please speak to one of our team on 0800 10 10 38.