How to export an Employee List for Cost Centers

Objective

On this page you will learn how to export an employee list including cost centers, that can then be sent to the respective cost centers.

Process

HR Manager
Adjusts 'Employees' view to include cost centers
HR Manager
Adds desired components and sorts / filters by Cost Center
HR Manager
Exports list to Excel
HR Manager
Sends list to Cost Center(s)

Prerequisites

  • Cost Centers have been created and added to the employees' Digital Personnel Files

Click Through

  • Start in HR HUB
  • Under Administration select Employees (Screenshot)
  • In the top row of the Active Employees table click on Edit Columns
  • Click on Add Columns (Screenshot)
  • Enter 'Cost Center' in the search bar and select Cost Center (Selection)
  • Click Close (Screenshot)
  • Click on Apply in the bottom right corner of your screen (Screenshot)
  • The Cost Center Column is now added to the Active Employees table
    • Depending on the size of your screen and the number of columns you might have to slide the table to the right by using the grey slider at the bottom of the page to see the new column
  • In the Cost Center Column click on the small downward arrow next to Cost Center
  • The dropdown menu that pops up gives you the option to either filter or sort the table by Cost Centers (Screenshot)
    • The filter offers you several options to filter by like 'Equals', 'Does not equal' or 'Contains'
    • The sort function can sort either in alphabetical or in reverse alphabetical order
  • When you have reached your desired view by using the filter and sort options, click on Export to Excel in the top ribbon
  • The downloaded Excel file can now be sent to the respective cost centers

Hint

  • Using the filter option, you can filter the list by cost centers and export separate Excel lists for each one.

Result

An exported Excel List could look like the one below.
Image
HR