Companies often have business categories set up for journal reporting. Paycircle comes with 5 business category types to set up business categories for. The business category types to choose from include Role, Department, Branch, Cost Centre, and Sector. Once you have set up business categories for the company, you can assign team members to them.
Note: If a team member is already allocated to a category, it will be overwritten by the category you select when making updates in bulk. Please note this won’t affect any of their historical data.
Assign business categories from a team member’s profile
To configure a team member’s business categories, follow the steps below.
Click Team then click the relevant team member.
Click the Information tab then click Edit next to company details.
Select the category from the relevant drop down list.
If the team member shouldn’t be allocated to a certain business category type, you can set the category to None.
Click Save.
Assign business categories to team members in bulk
If you have multiple team members to add to the same business category, you can assign the team members to the category in bulk. To do this, follow the steps below.
Click Team then check the box against the relevant team members.
Click the blue Actions menu, then click Add to business category.
Select the type of business category you want to assign, and then the category you wish to add them to.
To assign more than one category, click Add another.
Click Save.