How to split and send Cost Analysis reports to different managers

This article is about Humanforce Payroll. For help with Humanforce Workforce Management, start here.

For Cost Analysis reports, you have the option to distribute individual cost reports to each cost centre manager via report splitting. The manager will only receive the costing reports for the cost centre allocated in the report splitting.

Report splitting is available for the following reports:

• Cost Analysis (CSV)
• Cost Analysis Monthly
• Cost Analysis per Process

To set up sending reports split by cost centre:

1. Go to Payroll > Payroll Setup > Payroll Report Configuration. 
2. Click on the report and the Edit Payroll Report window will open.
3. Click on the  Payroll Report Recipient tab and click on the + icon
4. In the Distribution Mode drop-down, select split By Cost Centre, then click Create.
5. In the List of Cost Centres section, click the + icon.
6. Enter the Cost Centre and click Create. 
7. In List of Recipients section, click the + icon.
8. In the Person drop-down, enter the name of the person who is to receive the report, then click Create.
9. Check your List of Cost Centres and List of Recipients, and when satisfied, click Update.
10. This will return you to Edit Payroll Report. Click Update.

When the Pay is Authorised, the reports will then be distributed, and the appropriate Cost Reports will get sent to the designated Recipients.