Bulk change of Cost centre for Employees

[hammad_ahmed]

Hi,

We recently upgraded to a new finance system, which has resulted in new cost centres being created. I already have the template to bulk upload these cost centres into Concur. However, I am unable to locate a template that allows me to bulk associate employees with the new cost centres.

Could you please share the correct template for this? Additionally, it would be very helpful if you could provide me with a step-by-step guide on how to associate the new cost centres with employee profiles

Regards,

Hammad

[KevinD]

@hammad_ahmed here is a link that discusses our Employee Import Templates: https://help.sap.com/docs/SAP_CONCUR/07e27aa97f4a4bf6b0de7810e7efd6f0/1b93cdfc6caf10148201a66400fc30.... 

And here is a link to access and download the different employee import templates: https://assets.concur.com/concur_services/technical_consulting/technical_document_portal.htm. Look under Flat Files for Expense Deployment Toolkit zip files.

Give these resources a look.

[hammad_ahmed]

Thanks Kevin,

Can you please guide me the steps where I can upload the file. I just need to upload a file that can associate the cost centers with the employee profile

[KevinD]

@hammad_ahmed When you are signed in, click Home. Under Administration, select Expense. From the Expense Admin screen, click List Management. On the top of the List Management screen you will see an import button. 

[hammad_ahmed]

@KevinD 
But it doesn't have any option to upload the file to the employee table which will change the cost center of the employees:

[KevinD]

@hammad_ahmed to assign cost centers to employees, you have to be on the User Administration screen. That is found under Home>Administration>Company Admin. Once there, you will see an Import Users option. Then follow the steps below.