Cost Breakdown

Karishma Updated by Karishma

You can also edit Cost Breakdown values for each employee in the Cost Breakdown tab.

Note: Cost Breakdown will need to be enabled and set up in Payroll desktop version, and cannot be configured in Payroll web version.

 On the Cost Breakdown tab, you can alter the employee's Cost Breakdown rates. Using the drop-down menu, you can choose which Field from Cost Breakdown they can use, enter a Value for it, change the Job role, edit the Rate and change the Cost Code:

Field can be changed using the drop-down menu. Any Cost Breakdown fields that this employee has access to in Payroll desktop version can be chosen here.

Value allows you to enter a value for this field for this Pay Cycle – for example, if the employee has accrued 3 hours of Overtime, you can enter "3" in the value field.

Job Role allows you to change what Job Grade the employee is using the drop-down menu, note that this will have an effect upon the Rate field as the Rate may be different for different Job grades. 

Rate allows you to change what Rate the employee is paid at. This is also potentially multiplied by a value depending on the Job Role. In the example above, the employee would be paid at a rate of £7.50 per hour of "OT1", and £15 per hour for OT2 (due to the GA Job Role multiplying the Rate by 2)

Cost Code allows you to choose a Cost Code from the drop-down menu


You can add, remove and delete Cost Breakdown rows from the tab by using the kebab menu on the right-hand side of each row:

Insert row above/below allows you to enter a new Cost breakdown field to the employee. The ordering of these rows does not matter – but you might find using a specific order for them useful 

Delete row will remove the Cost breakdown field from this employee, and they will not receive payments for that field

When an employee has Cost breakdown fields that have values, this will be reflected on their Payslip, which can be viewed in the View payslip tab.

You can also Import Cost breakdown values, for situations where you have complicated or high-volume Cost breakdown values. The import supports .csv values, similarly formatted as normal in Payroll desktop version.

To Import, select the Batch Tools in the Cost Breakdown tab, and select Import cost breakdown:

You will then be taken to the Import cost breakdown screen. Here, you can choose a .csv file to upload, and use the drop-down menu to select which company you are importing for. 

You can also choose to Replace all existing data by ticking the checkbox. This will replace any manual changes you have made to any employee's Cost breakdown tab with the information from your .csv:

When you are ready, select Import employees. The Cost breakdown changes will be made to your Pay cycle, and will appear within the Cost breakdown tab for each employee.

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