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Enabling Cost Centre Reallocation Profiles

Cost centre reallocation profiles let you split cost reports per cost centre when running payroll.

Written by Marie Claire Saliba

Table of Contents


Overview

Cost centre reallocation profiles allow you to split payroll costs across different cost centres when running payroll reports. For example:

  • You can divide an employee’s labour cost by percentage (for example, 40% and 60%) across two or more cost centres.

  • Alternatively, you can have the system calculate costs based on the hours worked in each cost centre.

Once configured, Indigo Payroll & Leave reallocates these costs accordingly in payroll reports.

To use cost centre reallocation, you need to:

Below we'll focus on how to enable the reallocation feature.


Enabling Reallocation Profiles in Permissions

Switch on the relevant permissions as follows:

  1. Go to Indigo Administration > Main > Permission Sets.

  2. Click on the Unassigned Permissions tab in the top right corner.

  3. Type ReallocationProfile in the code field.

  4. Tick the HR_ReallocationProfile permission when it shows in the unassigned permissions list.

  5. Click on Insert (+ icon) in the toolbar. 

  6. Select all permissions in the Permissions pop-up window.

  7. Finally, click Save.


Turning on Reallocations

After enabling the HR_ReallocationProfile permission, you can turn on reallocations in the Calculation Settings page of Payroll settings.

  1. In Indigo, go to Payroll & Leave > Main > Settings.

  2. In the left sidebar, click on Payroll, then click on Calculation Settings.

  3. Click on Edit (pencil icon) in the toolbar.

  4. Tick the boxes for the required reallocation settings (you can tick both):

    • Re-allocate by Cost Centre: splits the employee’s costs based on the actual time worked in each cost centre.

    • Employee percentage reallocation: splits the employee’s costs based on fixed work percentages set for each cost centre.

  5. Click Save.

⚠️ Please note that you may need to log out and log back in to your Indigo account for the Reallocation Profile tab to appear in the Payroll Setup section.


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