HR

Step-by-step guide

This help guide will show you how to manage Cost Centres.

Contents

• Introduction
• Cost Centres
• To create a Cost Centre
• To record a Budget for a Cost Centre
• To record a cost against a Cost Centre
• To Cease a Cost Centre
• Cost Centres and Org Unit 1
  
  
  

Introduction

Cost Centres can be used as a grouping option for employees. The Cost Centre information can be output to payroll enabling salary analysis by cost centre to be undertaken.

A budget can be assigned to the Cost Centre and costs recorded against this budget. 

Cost Centres

• Go to the following area:
  • Latest menu: Data Management > Code Tables
  • Pre 2025 menu: System > System Administration > Code Tables
• From the Group choose Job and Pay and then select the Cost Centres table
• The screen will display all the existing codes

To create a Cost Centre

• Click Insert New Record
• Enter a Code and a Description
• Click Update
• The new code will be created. To add further information about this code click Edit and you will be taken to the Budget tab

To record a Budget for a Cost Centre

• Click Add new record
• Enter Description and then select the Date From and Date To and record the budget Amount
• Click Save changes

To record a cost against a Cost Centre

• Locate the Cost Centre
• Click Misc tab and click Add new record
• Select the date of the cost enter a Description and then enter the Amount

• Click Save changes
• Click on the Cost Centre tab and click Update
• The values on the Budget tab will be updated and will show the budget Remaining

To Cease a Cost Centre

• Go to the following area:
  • Latest menu: Data Management > Code Tables
  • Pre 2025 menu: System > System Administration > Code Tables
• From the Group of Job and Pay select Cost Centres
• Click on the name of the Cost Centre to be ended and on the Cost Centre tab move the slider to indicate it has been Ceased
• Click Update
• In the Summary view any codes that have been ended will be displayed with a tick in the Ceased? column

Cost Centres and Org Unit 1

Cost Centres are selected against the codes set up in the Org Unit 1 code table. The Org Unit 1 name is the lowest level in your structure and will display as this name (eg Department, Team, Sub-team etc).