Costing for Persons: Instructions
Step 1: Navigate to "My Client Groups" > Costing for Persons.
Step 2: Search for required person in the "Search" field. Select the person from the results, and a details page will open. This is where the costing is defined either at the payroll relationship or assignment level.
Please note: Do not use the payroll relationship level. Proceed to next step for correct step.
Step 3: Use the assignment level option, and select the "Add" icon.
Step 4: Select the effective start date and click "add" button.
Step 5: Enter cost account segments and select "save".
Step 6: Review the inputted information for accuracy and submit.
Step 7: If you need options for updates or changes when assignment level costing is already present, update to edit the costing that is already present.
Step 8: Enter the effective start date of the change and use the pencil icon to edit.
Step 9: If you want to correct the existing costing retroactively, use the "Correct" button.
Step 10: The effective start and end date cannot be changed on the "Correct" button option. This will only correct to the prior date. Use this for retroactive corrections only.
