Managing your organisations cost centres | HR Web Platform

Overview

As an organisation, you can have multiple locations based in different suburbs or states. In these cases, your business would have different employees employed in each area, so having a location register, with a record of each address and the site hierarchy, will allow you to maintain an accurate record of who works where within your organisation.

The Cost Centre feature allows you to create a list of cost centres you can allocate against your employees. The feature also allows you to disable a cost centre if it is no longer in use, edit the data if it changes and delete a record if it is no longer required.

Availability 

HR Plan:   Premium   Platinum
  User Access:   Employee         Manager         Admin      

  This is the default access level per user and whether they have  view,  edit and  delete access, excluding any changes made via our Custom Security feature.

Getting started

Create a cost centre
  1. Click the   Settings menu.
  2. Click the Cost Centres submenu.
  3. Click the Add Cost Centre button.
    Cost__SG__1.jpg
  4. Complete the following fields:
    • Name.
    • Parent cost centre.
  5. Click the Save button.
    Cost__SG__2.jpg

Maintain

Edit a cost centre
  1. Click the   Settings menu.
  2. Click the Cost Centres submenu.
  3. Click the Actions button.
  4. Click the Edit button.
    Cost__SG__3.jpg
  5. Make the required changes and click the Save button.
    Cost__SG__4.jpg
Disable a cost centre

Important

The feature is only available when there are active employees assigned to a cost centre.

  1. Click the   Settings menu.
  2. Click the Cost Centres submenu.
  3. Click the Actions button.
  4. Click the Disable button. 
    Cost__SG__5.jpg
Enable a cost centre

Important

The feature is only available when a cost centre shows an inactive status.

  1. Click the   Settings menu.
  2. Click the Cost Centres submenu.
  3. Click the Actions button.
  4. Click the Enable button.
    Cost__SG__6.jpg
Delete a cost centre

Important

The feature is only available when there are no active employees assigned to the cost centre.

  1. Click the   Settings menu.
  2. Click the Cost Centres submenu.
  3. Click the Actions button.
  4. Click the Delete button.
    Cost__SG__7.jpg
  5. Click the Delete button.
    Cost__SG__8.jpg
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