A District can be used to group together several Cost Centers for filtering.
Important things to note:
You may need to reach out to support for assistance enabling 'District' filtering for your database.
To begin adding or editing Districts in your system, you will navigate to Administrator > Keywords.
This will take you to a page where you will choose the District option from the 'Keyword Lists' drop down field shown below.
To add a new District, you will enter the Keyword Value, Distributor, and Sort Order. You will then click the green 'Add' button.
- The 'Keyword Value' is the name or code that represents your Cost Center. This can have any naming convention appropriate for your company. In our examples, we have listed them as three digit numbers. This field can not be changed or edited once it has been created.
- The 'Descriptor' is a more long hand way of describing the Cost Center Keyword Value.
- The 'Sort Order' will determine where the Cost Center shows up in your list. You can list this as a whole number or with a decimal value like in our example.
- The 'Default Row' check box will allow you to indicate if this Cost Center should be the default item that always shows up in the Cost Center drop down fields across the system.
- The 'Hide' check box will allow you to hide or unhide the Cost Center from the system, essentially making it inactive.
Once you have added your new District, the page will refresh showing it in the list depending on the sort order you chose. In our example, the 4 District is listed under the 2 District because we used a decimal to insert it within the existing sort order.
To edit an existing District you will click on the blue link of the District. This will populate the fields with the District details. Once you make a change, such as hiding the District, you will click the blue 'Update' button.
Mapping Cost Centers To Districts:
Once you have added your Districts, you will need to map them to their Cost Centers. The Map Cost Centers to Districts tool provides the ability to group multiple cost centers into Districts for various filtering options throughout ePro Scheduler
To do this you will navigate to ePro Scheduler > Payroll > Configure Payroll > Map Cost Centers To Districts.
Here you will be brought to a page where you can quickly map Cost Centers to Districts using the provided drop down fields. Once you have chosen the items to map you will click the green 'Add' button.
The newly mapped items will show up in the order they were added. To remove or delete a mapping, you will simply click on the blue link of a Cost Center.
District Filtering in Action:
Now that the Districts have been mapped to Cost Centers, you can filter several Cost Centers at once in various scheduling pages and reports.
Below you can see the full schedule for a day when the Cost Center and District are listed as 'All'.
In this example you can see the District has been chosen and filters out any Cost Centers that were not mapped to it. If a Cost Center had also been chosen, the District would override the field and still filter the results by District.