Cost Centers: Assign manager

This article covers: Assign manager.

Before you start

Access. You need access to Core HR > Cost Centers. If you do not see it in the menu, ask your administrator for the role that covers this area.
These lists must already have entries, because the window picks from them: employees (add one).

Steps

Open Core HR > Cost Centers.
Select Assign manager.
In the window Assign a role fill in the fields below.

Field	Required	What it means and what to enter
Role	Yes	Choose one: Cost center manager, Finance owner.
Find the employee (name or code)	No	Optional. Type part of a name or code to narrow the list next to it.
Employee	Yes	Choose from the list.
Effective from	No	The first day the record is in force.
Reason	No	Say why. The text is kept with the record and shown to whoever reads or approves it.

Select the confirm button.

The window closes and the table shows the result.

TIP

A star after a field name means the screen requires it.

If something does not work

The button "Assign manager" is missing. You do not have the permission, or the page is not in your menu. See Access above.
A list in the window is empty. The records it picks from do not exist yet. Add them first: Employees.
The window will not close or shows a message. Read the message: it names the field that is missing or not allowed.