Apply cost codes per employee & position

Looking to assign Cost Codes on Payslips?  See our helpful Edit or Adjust Payslips article.

Cost codes can be applied per employee and per position/s and contain specific settings options for how the cost code appears.

To apply a cost code to an employee's existing position:

1. In the quick menu select People > Approved People and find the employee and click on their name to go into their profile or use search to find the desired employee.

Approved_people.png

2. In the overview section select the Employee Card icon and click on Employment Type.

3. Click the edit icon next to Edit Cost Code Settings under the relevant position, this will  open the Cost Code Edit.

edit_cost_code_settings.png

4. Then select the desired Cost Code and the preferred option for the existing cost code (if there was one previously) and select save to submit the change.

Note: Run your cursor over the blue information icons for a description.

Cost_code_edit.png

There are there options:

- Fall Back- Cost code will be used if one does not exist elsewhere. For example on the roster, timesheet, job and pay.

- Override- this will replace any existing cost code.

- Post Fix Append to exiting cost code- Adds the cost code to the existing cost code.

Note: If you haven't yet added any positions/locations, please apply and save before adjusting cost code settings

Change_job_cost_code_restriction.png

To remove an existing cost code:

1. In the quick menu select People > Approved People and find the employee and click on their name to go into their profile or use search to find the desired employee.

2. In the overview section select the Employee Card icon and click on Employment Type.

3. Click the edit icon next to Edit Cost Code Settings under the relevant position, this will  open the Cost Code Edit and select No and Save. This will remove the existing cost code. .

Please note there are a few different sections where cost codes/ po's can be entered into foundU depending on your set up.

cost_code_no.png

 

 

 

 

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