Hello,
We are updating our employee profiles and we were trying to add cost center details of our employee where percentage option has added by default. We have various cost centers like A, B, C etc that we need to add into employee profile section but I am unable to do that change. Please let me know how to create that template or step and how to add it?
Best answer by mruscito
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+7
Hi
You have two options here: you can go to Settings > ORGANIZATION > Cost Centers and manually add new cost centre options. Just be careful if you want to delete some options, as this will permanently erase all data entries related to that cost centre. ⬇
Then, you would have to go to the relevant employee profiles and make the changes to their cost centre from there.
📣Alternatively, you can perform an employee data import. 📣
With this method, not only are you adding new cost centre options to your account but are also automatically updating the employees’ profiles at the same time!
In this Helpcentre article (Import employee data), you will find a template that you can use for the import. You do not have to upload information for all the categories listed - you can delete the columns that are not relevant for you, that way you do not import any erroneous information.
I suggest that you use the columns Email and Cost Center - just add the employees’ email addresses that are registered in their profiles, and include the cost centre that they belong to. ⬇
When your file is ready, go to the menu bar in Personio and select Imports. There, choose Employee bulk upload and follow the rest of the steps. It could take a few minutes for the import to load fully into your account.
I hope this solution helps you 😀
Take care!
+16
Dear
I hope the answer above was helpful for you! If this was the case, please mark the post as Best Answer. If there is any other detail you need from us, please let us know. We will be happy to support you further 😊.
I wish you a lovely day 🌸.
Best,
Andrea
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