How to assign employees to cost centers?

Important

Step by Step Guide

1. Log in to your Yomly account using your dedicated business URL
2. Go to the MAIN MENU > VIEW
3. Type the employee's name in the search field
4. Click 'View' to open the profile
5. Click 'Edit Profile'
6. Locate the 'Salary' tab
7. Select 'Cost Center'
8. If an employee belongs to 1 cost center:
   • Click 'Add Cost Center'
   • Select from the dropdown
   • Enter the effectivity date, add an 'Effective to’ date for employees that have changed cost centers
   • Set percentage as 100%
   • Save
9. If an employee belongs to multiple cost centers:
   • Click 'Add Cost Center'
   • Select from the dropdown
   • Enter the effectivity date, add an 'Effective to’ date for employees that have changed cost centers
   • Add multiple cost centers and divide the percentage as applicable
   • Ensure that the total percentage is always 100%
   • Save