The Tag feature requires customization to be enabled before configurations and automated calculations can be used. Refer to the API documentation for instructions on enabling this functionality.

Overview

Tagging enables structured payroll allocation and supports accurate financial reporting. Tag groups and tags can be used to categorize payroll costs by departments, projects, locations, or other organizational tracking dimensions.

This article outlines the process for:

• Creating tag groups

• Creating tags

• Configuring accounting code rules

• Assigning tags to work assignments

• Overriding tags at the payroll line item level

Proper configuration helps ensure payroll data is categorized correctly and reflected accurately in journal entries.

Coming Soon

An article covering how to import tags through the accounting integration will be added in a future update.

How To in the Partner Portal

Before You Begin

Tagging must be enabled within the Partner Portal before setup can begin.

Enable Tagging

1. Navigate to Partner Feature Configuration.

2. Ensure the Tagging feature is enabled.

It is also recommended to review the article 📄 Understanding the Tags Featurefor additional background on tagging functionality and allocation behaviour.

Step 1: Create Tag Groups

Tag groups define the categories used for payroll tracking and reporting, such as:

• Department

• Project

• Location

• Cost Centre

Create a Tag Group

1. Navigate to:

   Business Entity > Accounting > Tracking Dimensions

2. Select Create Tracking Dimension.

3. Complete the following fields:

4. Select Create Tracking Dimension to save the tag group.

Step 2: Create Tags

After creating the tag group, individual tags can be added within the group.

Examples:

• Engineering

• Sales

• Operations

• Project Alpha

Create Tags

1. Open the applicable tag group.

2. Select Create Tags.

3. Complete the following fields:

4. Save the tag.

5. Repeat the process as needed to create additional tags within the group.

Step 3: Configure Accounting Code Rules

Accounting code rules map tags to accounting codes to ensure journal entries are generated correctly.

Create an Accounting Code Rule

1. Navigate to Accounting Code Rules.

2. Select Create Accounting Code Rule.

3. Configure the following:

4. Save the accounting code rule.

This configuration is required for payroll tagging data to flow properly into accounting and journal entry reporting.

Step 4: Assign Tags to Work Assignments

Tags are assigned at the work assignment level to define default payroll allocations.

Assign Tags to a Work Assignment

1. Navigate to the employee’s work assignment.

2. Select the pencil icon to enter the edit interface

3. Assign the applicable tags under Tag Assignment

4. Define the allocation ratio.

The allocation ratio determines how payroll costs are distributed by default during payroll processing.

Step 5: Override Tags at the Payroll Line Item Level (Optional)

If required, tags can be overridden on individual payroll line items.

This functionality is commonly used for:

• Bonuses

• Temporary project allocations

• One-time adjustments

• Special payroll distributions

Line item overrides temporarily replace the default work assignment allocation for the affected payroll item only.

Key Details or Requirements

• Tagging must be enabled before creating tag groups or tags.

• Accounting code rules should be configured prior to payroll processing to ensure proper journal entry mapping.

• Tags may be assigned at both the work assignment and payroll line item levels.

• Allocation ratios determine how payroll expenses are distributed across tags.

Important Considerations

Best Practices

• Use clear and consistent naming conventions for all tag groups and tags.

• Avoid duplicate or overlapping tags.

• Define primary tracking dimensions early in the implementation process.

• Regularly review accounting code rules to ensure mappings remain accurate.

• Apply tags at the work assignment level whenever possible to reduce manual overrides.

Summary

Tag groups and tags provide a structured method for categorizing payroll costs and improving financial reporting accuracy. Proper setup of tracking dimensions, accounting code rules, and work assignment allocations helps ensure payroll data is accurately reflected in accounting exports and journal entries.