Employer divisions help employers report by different departments, locations or budgeting divisions:
To create employer divisions:
- Click on 'Employers' on the top menu bar
- Click on the employer you'd like to setup divisions for
- Click on 'Account Information'
- In the 'Employer Divisions' section, check the box for 'use employer divisions'
- If you would like to require a division on each employee, check the box 'required'
- Enter the names of the different divisions
- Click 'update' at the bottom of the page to save the changes
To assign a division to an employee:
- Click on the 'Employee' tab inside the employer account
- Click 'edit' to the right of the employee's name
- Select the division from the dropdown menu
Summarizing Invoices by Division
If divisions are assigned to employees, all invoices will automatically be summarized by divisions. If you'd like to see the expanded view of the invoice, export the invoice to PDF or excel.