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How to Set Up Cost Center Levels & Departments
How to Set Up Cost Center Levels & Departments

If your company has departments, groups, or any other cost centers, it’s easy to set them up.

Jeffrey Mo avatar
Written by Jeffrey Mo
Updated over a week ago

You can allocate your employees to departments or groups, which are called cost centers in Fingercheck. Employees can be assigned to these cost centers, or they can select one when they punch in for work. To get started, you must first define cost-center levels with cost centers under each level. (Other ways to organize your costs in Fingercheck are through jobs, tasks, and other categories such as Locations, Positions, and Pay Groups.)

Cost-center levels are simply separate groups to organize your cost centers. By default, Fingercheck includes a Department cost-center level assigned to Level 1. You can change the name (Code and Description) of this level. You can also create 4 other levels for a total of 5 cost-center levels for your company. (These levels are not hierarchical.)

Under a cost-center level, you can create an unlimited number of cost-centers. For example, a small business might have the following cost centers under the Department cost-center level: Marketing, Finance, Production, and Sales.

A larger company might want additional cost-center levels to delineate costs differently, for example:


Create a Cost-Center Level

  1. Log in to Fingercheck as an Administrator.

  2. Select the SETUP tab.

  3. Under Company, select Cost Center Levels.

  4. Click Add.

  5. In the popup box, complete the following fields:

    • Code: An alphanumeric code of your choice. For example, you might use numbers (001, 002, and so on), or you might use abbreviations (mktg, fin, and dev).

    • Description: A description of the cost center. You can enter up to 35 characters.

    • Level: Enter a level number from 2 to 5.
      Fingercheck supports 5 cost-center levels, and each one must be numbered with a different level number (1, 2, 3, 4, or 5). The Department cost-center level is Level 1, and you can change the Code and Description as needed.

  6. Click Save.

  7. To use the new level, log out and log in again.


Create Cost Centers Under a Cost-Center Level

  1. Log in to Fingercheck as an Administrator.

  2. Select the SETUP tab.

  3. Under Company, select Cost Center Levels.

  4. Click the pencil icon to the right of the cost-center level (for example, Department).
    The following screen appears.

  5. Click Add.

  6. In the popup box, complete the following fields:

    • Code: An alphanumeric code of your choice. For example, your company might have a numeric code for each cost center, or you might use an abbreviation, such as HR for the Human Resources department.

    • Description: A description of the cost center.

    • Cost Group: This field is not currently used. It will be available in a future release.

    • Rate Code: (Optional) Select a rate code.

  7. Click Apply.

  8. Repeat steps 5 - 7 to add more cost centers.

  9. Click Save.


Use a .CSV File to Create Cost Centers

  1. Create a .csv file with two columns titled: Code and Description.

  2. Log in to Fingercheck as an Administrator.

  3. Select the SETUP tab.

  4. Under Company, select Cost Center Levels.

  5. Click on the pencil icon to the right of the cost-center level (for example, Department).

  6. Click Import.

  7. Upload the .csv file, and click Upload.

  8. Click Save.


Assign Cost Centers to an Employee

  1. Log in to Fingercheck as an Administrator.

  2. Make sure you have cost centers for your cost-center levels as described above.

  3. Select the EMPLOYEES tab.

  4. Click the employee’s number or name from the list that appears.

  5. Under Personal, scroll down to the bottom of the page and click the pencil icon on the Allocation heading row.

  6. Select the cost center for each cost-center level listed.

  7. Click Save.


Assign Cost Centers to Multiple Employees

  1. Log in to Fingercheck as an Administrator.

  2. Select the EMPLOYEES tab.

  3. Select the check box next to the numbers of employees you want to change.

  4. Click the triple-bar icon, and select Mass Change.

  5. From the Change Type list, select the cost-center level.

  6. From the Change To list, select the cost center.

  7. Click OK.


Watch a video showing how to add and work with cost center levels and departments in Fingercheck.

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