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Can I enter named people on a payroll item in Setup and Operation?

Yes. Open the expense item, choose the type Staffing plan and save. Then add each resource with name and employment percentage in the Resources tab.

Yes. Choose the type Staffing plan on the expense item. Then you can enter each person or resource with name and employment percentage.

How to do it

  1. Go to Setup and Operation.

  2. Open the expense item, for example Payroll, by clicking the name or the pencil on the row.

  3. Under Type, choose Staffing plan instead of Setup and Operation, and save.

  4. Open the Resources tab, which now appears next to General. Add a resource and enter the name.

  5. Enter the employment percentage and, if relevant, the period the person is on the project.

  6. Repeat for all the resources, and save.

The page for an expense item in Setup and Operation, General tab, with the Type drop-down open. 1 points to the Type field, and 2 to the option Staffing plan.

Good to know

  • The staffing plan makes it easy to see who is in, and to adjust when someone joins or leaves.

  • Use Staffing plan when you want to plan payroll per person. The type Setup and Operation does not give the resource list.

  • Payroll is often posted the month after. Take that into account when you set the period.

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