A Cost Centre’s main purpose is to track your expenses, and through expense segmentation, it allows for better control and analysis of total costs. It can be any defined group where management can benefit from isolating the cost of the group. For example, a cost centre may include all expenses related to a specific quality improvement project.

In short, admins can create cost centres using the top right hand corner button of the Cost Centre page.

After the cost centre is created, an employee can be assigned to the cost centre through the employee's employment details page.
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​Should the video be insufficient, you can follow the step-by-step detail below:

1. It can be found under the Company module. (Side Nav Bar > Company > Cost Centre)

2. At the Cost Centre page, there is a “Add New Cost Centre” button at the top right corner of the page. Click on it, and you will be able to create new cost centres.

3. Fill in the Cost Centre name and code > Submit.

The new cost centre will show up on the page.

4. Assign the Cost Centre to the employee through employee profile.

Head over to Employee module. (Side Nav > Employee > All Employees > View Employee > Employment Details)

5. Select the Cost Centre for the employee > Submit

There are two ways to make changes to the employee's cost centre.
1. Make amendments to the cost centre through the employee's employment details (there will be no records in employees' career history)

2. Use position reassignment to change employees' cost centre (there will be records employees' career history)

Step 1: Head to employees' profile.

Go over to Employee module. (Side Nav > Employee > All Employees > View Employee > Employment Details)

Step 2: Select the Cost Centre for the employee > Submit

Step 3: Selected Cost Centre will be reflected in employees' employment details

Second way: Use position reassignment to change employees' cost centre

Step 1: Head to position reassignment to change employees' cost centre

Go over to Employee module. (Side Nav > Employee > Position Reassignment)

Step 2: Select the Cost Centre for the employee > Submit

Step 3: To check if the cost centre is successfully changed using position reassignment, go over to employees' employment details.

Changing cost centre using position reassignment will reflect records in career history.

(Note: Once payroll has been generated for the employee, we are unable to delete past career history.)

Step 2 - Go to Claims > New Claim (Single/Group) > Select your claim and if “Enable Cost Centre” was checked in the earlier step, there should be a Cost Centre field

(should be pre-filled with the employee’s cost centre if they have already been assigned to one).

You are also able to select another cost centre should the situation calls for it.

Step 3 - The claim details page will show which cost centre the claim was submitted under.

Steps 2 and 3 will be applicable in the Staff Portal as well.

2. Secondly, REPORTS module - 2 new columns are added into the reports, which are “Cost Centre Name” and “Cost Centre Code”. This allows users (e.g HR or Managers) to be able to identify/group the cost centres accordingly. Additionally, they are able to filter the reports according to cost centres, such that only those under specific Cost Centre(s) will be downloaded in the reports.

Step 1 - Side Nav Bar > Reports > Employees / Claims / Payroll (These are the 3 reports where the new cost centre columns have been added to.) > Generate report

Step 2 - Before generating the report, there is a new filter (Cost Centre) to filter out which employees you want to see. For example, if Cost Centre 1 is selected, employees under Cost Centre 2 will not be in the report you download.

Step 3 - For users who do not want to use our default report templates, you can customise your own report template.

Now, you can customise if you want to have the cost centre columns in the 3 specific reports (Employees, Claims, Payroll) mentioned.

When filtered by Cost Centre, Employee and Payroll REPORTS will filter according to people in their assigned Cost Centre(s).

*However, for Claim Report, even if an employee were to belong in Cost Centre 3, if you filter it to Cost Centre 1, it will still show up in the report because a claim for that employee was submitted under Cost Centre 1.*

3. Thirdly, it is the PAYROLL module - As you generate your payrolls, you can download them in your reports as well.

Step 1 - Generate your payroll

Step 2 - Head to Reports > Payroll > Generate report. There will be the Cost Centre Code and Name columns, for easier access in case users want to identify the cost centres immediately. This way, the cost centre is already in the payroll report, and users do not have to create additional columns themselves or download the Employee/Claims Reports.