How to add Cost Center and how to assign it to an employee?

A cost center is a unit within an organization that incurs costs but does not directly generate revenue. It's essential for tracking expenses related to specific teams or departments. Here’s how you can create and assign cost centers to employees in Keka.

Steps to Create a Cost Center

1. Go to the Org tab from the left navigation pane.

2. Select Org Structure, then click on Cost Center.

3. In the Cost Center section, click Add Cost Center.

4. A pop-up will appear. Enter the following details:

   • Cost Center Name

   • Cost Center Code

   • Group Email ID (optional)

   • Description

5. Click Add to create the cost center.

Assigning a Cost Center to Employees

1. Assigning a Cost Center in Bulk

1. Select a Cost Center from the list.

2. Go to the Employees tab and click Bulk Assign Employees.

3. Download the Excel Template and add the required information.

4. Upload the updated Excel file using Upload Excel File.

5. In the next tab, match the columns and ignore any unwanted columns.

6. Review the data preview and click Complete to finish.

Alternatively, you can also import data from the Quicklinks section in the Dashboard.

2. Assigning a Cost Center Individually

1. Search for the employee using the Global Search Bar.

2. Go to the Job tab, and under the Organization section, click the pen icon next to Cost Center.

3. Select the New Cost Center from the dropdown menu.

4. Add a note (mandatory) and click Update to save.

Once the cost center is assigned, it will appear in the employee's profile. If you need to learn more about importing employee data, refer to the guide on Importing Employee Data Using Excel Files.

This guide ensures that you can easily manage and assign cost centers to employees in bulk or individually within Keka.