In this topic
- Introduction
- Viewing Cost Centres
- Adding a new Cost Centre
- Editing an existing Cost Centre
- Expiring a Cost Centre
Introduction
This topic describes how to view or configure cost centres on an account.
NOTE: You must have the Employer Authority web role to be able to view the Cost Centres screen.
Viewing Cost Centres
To view the Cost Centres on an account, go to the Employer -> Cost Centres screen.
This screen will list all Cost Centres on the account, including Cost Centres that are no longer active.
Adding a new Cost Centre
To add a new Cost Centre:
- Access the Employer -> Cost Centres screen
- Click the New Cost Centre button at the top of the page
- Enter a Cost Centre Name
-
Enter a Cost Centre Code
NOTE: Your Cost Centre code should be no more than 10 characters long if you plan to import payroll data from a CSV file.
- In the Managed By Persons section, move any Authorities who should have access to this Cost Centre from the left hand side to the right hand side.
- Click the Save Changes button
Editing an existing Cost Centre
To edit an existing Cost Centre:
- Access the Employer -> Cost Centres screen
-
Click the Edit link to the right of the Cost Centre that you want to edit.
NOTE: You can only edit Cost Centres which you are authorised on.
- Update the Cost Centre Name if required
- Update the Cost Centre Code if required
- Update the list of Selected People in the Managed by Persons section if required
- Click the Save Changes button
Expiring a Cost Centre
Cost Centres cannot be deleted. If you no longer require a Cost Centre in your account, you will need to expire that Cost Centre. Before expiring the Cost Centre, you should put an end date at the Cost Centre on any employee records that are using the Cost Centre. Refer to Managing Employee Cost Centres for further information.
To expire a Cost Centre:
- Access the Employer -> Cost Centres screen
-
Click the Edit link to the right of the Cost Centre that you want to edit.
NOTE: You can only edit Cost Centres which you are authorised on.
- Place a tick in the Expired check box
- Click the Save Changes button