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Managing Employee Cost Centres


In this topic

Introduction

This topic describes how an Employee Authority can manage employee cost centres.

Viewing an employee’s Cost Centre(s)

To view an employee’s Cost Centres:

  1. Go to the Employees screen using the menu
  2. Use the search filters or the page navigation links at the bottom of the screen to find the employee if required

    NOTE: For more details on locating an employee record, refer to the Searching for Employees help topic.

  3. Click on the employees name to view the employees record
  4. Select the Cost Centres tab
  5. You will see a table listing the Cost Centres that are currently assigned to the employee.

Editing an employee’s existing Cost Centres from within view mode

To edit an employee’s Cost Centres from within view mode:

  1. Follow the instructions above to access the employee’s Cost Centre details
  2. Click the Edit button at the bottom right of the screen
  3. The Cost Centres screen will be displayed in edit mode
  4. Click the Edit button next to the Cost Centre that you want to amend

    NOTE: You can only edit/delete the details for Cost Centres that you are authorised on.

  5. Make the required changes to the Cost Centre
  6. Click the Update button to save your changes

Editing an employee’s existing Cost Centres using the shortcut menu

To edit an employee’s Cost Centre(s) using the shortcut menu:

  1. Go to the Employees screen using the menu
  2. Use the search filters or the page navigation links at the bottom of the screen to find the employee if required
  3. Hover your mouse cursor over the Edit button next to the employee’s name
  4. Click the Cost Centres link in the fly out menu
  5. Click the Edit button at the bottom right of the screen

    NOTE: You can only edit/delete the details for Cost Centres that you are authorised on.

  6. The Cost Centres screen will be displayed in edit mode
  7. Click the Edit button next to the Cost Centre that you want to edit
  8. Make the required changes to the Cost Centre
  9. Click the Update button to save your changes

Delete an employee’s existing Cost Centre

NOTE: You should typically only delete a Cost Centre from an employee where it has been added to the employee in error. If a Cost Centre was correctly added to an employee but the employee is no longer working for that Cost Centre, you should update the End Date for the Cost Centre rather than deleting the Cost Centre.

To delete a Cost Centre for an employee:

  1. Follow the instructions above to enter the Cost Centre Edit mode
  2. Click the Delete button next to the Cost Centre that you want to delete

    NOTE: You can only edit/delete the details for Cost Centres that you are authorised on.

  3. Click Okay in the confirmation dialog to confirm that you want to delete the Cost Centre

    NOTE: You cannot delete a Cost Centre for an employee while the employee has pay sheets in an open payroll. You will need to delete any pay sheets for the employee from the open payroll before deleting the Cost Centre.

Adding a new Cost Centre to an employee

To add a new Cost Centre for an employee:

  1. Follow the instructions above to enter the Cost Centre Edit mode
  2. Select the new Cost Centre from the dropdown list at the top of the screen
  3. Update the Default Hours field if required

    NOTE: The default hours field will be used to automatically populate the Ordinary Hours for the employee in future payrolls.

  4. Update the From date for the employee’s new Cost Centre.

    NOTE: The Cost Centre will be included in payrolls for this employee where the Accounting Date of the payroll falls between the From and To dates of the Cost Centre.

  5. Update the To date for the employee’s new Cost Centre if required
  6. Add an Alternate Hourly Rate for this Cost Centre if required

    NOTE: If an Alternate Hourly Rate is specified for an employee’s Cost Centre, that rate will be used as the base rate for any hours that are paid to the employee under that Cost Centre (rather than using the employees standard rate of pay).

  7. Click the Save Changes button.

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Employees
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Need more help?

Employees
Contact your Employer
Payroll Administrators
Contact your Payroll Consultant