In this guide, we will show you how to use the Financial Groups Lookups option within Config>Administration>Lookup Tables, including;
- Creating a new Financial Group
- Linking the Financial Group to a Base Pay Structure
- Linking Base Pay Mappings to multiple Financial Groups
Financial Groups can be selected from within a Base Pay Structure, with the purpose being to duplicate the Base Pay Mapping using a different Financial Group. Having multiple Financial Groups allows your MIS to differentiate between the two when mapping the costs.
Access: The minimum permissions required to access this feature are found in the Administration Module of Config > Setup > Role & Permissions.
![](https://d3kchveacp7yrb.cloudfront.net/2022/11/Example-2-1024x186.png)
Pre-requisites: You must have an understanding of staff contracts and Base Pay Structures, there should also be a selection of Base Pay Structures in your MIS.
See also: How to create and edit Base Pay Structures and How to edit Lookup Tables
Creating a new Financial Group
To begin, go to Config > Administration > Lookup Tables.
![](https://d3kchveacp7yrb.cloudfront.net/2022/11/Capture-1.png)
Once the page loads, change the Admin Lookup dropdown to Financial Groups (Base Pay Structures).
Any existing Financial Groups will display in a table below, press New to create a new one.
![](https://d3kchveacp7yrb.cloudfront.net/2022/11/d.png)
Pressing New will open an additional section on the right of the page where you enter the details of the Financial Group.
Important: Only one Permitted Role should be mapped to a Financial Group to avoid costs being duplicated.
Once you are happy with the Financial Group, press Create.
![](https://d3kchveacp7yrb.cloudfront.net/2022/11/E-1024x333.png)
The Financial Group will now show in the table below and will be ready to use (providing it is Active).
![](https://d3kchveacp7yrb.cloudfront.net/2022/11/F-1.png)
Linking the Financial Group to a Base Pay Structure
You can now navigate to Config > Administration > Base Pay Structures.
![](https://d3kchveacp7yrb.cloudfront.net/2023/10/Screenshot-2023-10-11-at-09.00.17.png)
Once you are here, double click an existing Base Pay Structure or select it and press Edit.
![](https://d3kchveacp7yrb.cloudfront.net/2022/11/G-2-1024x308.png)
Within the Base Pay Structure, you will see there is an option for Financial Group.
![](https://d3kchveacp7yrb.cloudfront.net/2022/11/H-2-1024x283.png)
Click on the newly created Financial Group to add it to the Base Pay Structure (if you have multiple Financial Groups available, select the desired one).
![](https://d3kchveacp7yrb.cloudfront.net/2022/11/image-47.png)
To conclude the process, Save the Base Pay Structure.
![](https://d3kchveacp7yrb.cloudfront.net/2022/11/Save.png)
Linking Base Pay Mappings to multiple Financial Groups
Navigate to Config > Finance > Base Pay Mappings.
![](https://d3kchveacp7yrb.cloudfront.net/2023/10/Screenshot-2023-10-11-at-09.17.03.png)
Steps 1 and 2 must be in place for step 3 to work.
Rows in the Base Pay Mappings table can be mapped to a Financial Group by clicking on the row, then View/Edit.
![](https://d3kchveacp7yrb.cloudfront.net/2023/10/Screenshot-2023-10-11-at-09.20.58.png)
Select the Financial Group from a single select dropdown and Save.
![](https://d3kchveacp7yrb.cloudfront.net/2023/10/CJDrZQp4-image.png)
Click the button Add Additional to add an additional Financial Group, to the same Base Pay Mapping.
![](https://d3kchveacp7yrb.cloudfront.net/2023/10/7I0r0uGi-image.png)
Select the Financial Group from a single select dropdown and Save.
Note: Each Base Pay Structure row will have a unique combination of Base Pay Structure, Scale Spine Point Group, Financial Group, Cost Centre, Ledger for Basic, and Ledger for NI.
![](https://d3kchveacp7yrb.cloudfront.net/2023/10/Screenshot-2023-10-11-at-09.23.04-882x1024.png)