Assign hundreds of employees to cost centers in a single operation by uploading a CSV or Excel file. One automatically matches employees, validates cost center allocations, and prepares the assignments for your review before applying any changes.
This feature helps Finance and Accounting teams save time, reduce manual work, and improve the accuracy of cost center data used for financial reporting and payroll cost allocation.
Overview
Bulk cost center assignments allows you to assign one or multiple cost centers to many employees at once using One.
Instead of updating each employee individually, upload a CSV or Excel file containing employee names and their cost center allocations. One reads the file, matches employees with existing records in Factorial, validates the information, and prepares all assignments for review before applying them.
Use this feature when you need to:
- Assign cost centers to a large number of employees
- Update cost center allocations after an organisational change
- Import cost center data from an external Finance or ERP system
- Allocate employees across multiple cost centers using percentage-based distributions
If a cost center included in the file does not already exist in Factorial, One automatically creates it before completing the assignment.
How to use
- Open a conversation with One
- Upload a CSV or Excel file containing:
- Employee names
- Cost center names
- Allocation percentages for each cost center
- One reads the file and compares the information with your existing employees and cost centers in Factorial.
- If a referenced cost center does not exist, One creates it automatically
- One validates the allocations and identifies any records that require your attention before making changes
- Review the proposed assignments carefully
- Confirm the operation
- One applies the cost center assignments to all matching employee records in a single operation
If some employees were not assigned to a cost center, check that the employee names in your file match the names in Factorial. If One cannot confidently identify an employee, it will flag the record for review before applying changes.
If the cost center does not already exist, One creates it automatically during the import. If the assignment is still not completed, review the validation results to identify any issues with the uploaded data.
Each employee's total allocation across all assigned cost centers must equal 100%. If the allocation percentages are invalid, update the file and upload it again if the totals are incorrect.
Tips and best practices
- Verify that employee names in your file match the names stored in Factorial to improve the matching process.
- Ensure that the total allocation for each employee equals 100% when assigning multiple cost centers.
- Review One's validation results before confirming the import to identify any unmatched employees or unexpected allocations.
- Keep your source file updated to avoid importing outdated cost center information.
FAQ
-
Which file formats are supported?
You can upload CSV and Excel files containing employee names, cost center names, and allocation percentages.
-
Can I assign an employee to multiple cost centers?
Yes. One supports multiple cost center assignments for the same employee, provided the combined allocation equals 100%.
-
What happens if the cost center doesn't exist yet?
One automatically creates the missing cost center before completing the assignment.
-
Are changes applied immediately after uploading the file?
No. One prepares the assignments and highlights any issues that require your review. Changes are only applied after you confirm the operation.
-
Can I review the assignments before they are applied?
Yes. One presents a summary of the proposed assignments and any validation issues so you can review them before confirming.