Once the lists are set up under Settings > Parameters, you can link a cost center, a department and a work schedule to the people, teams and careers in your company.

On People and Careers, the fields are hidden from anyone who is not an Admin.

Each option shows the name and, when there is one, the code, so similar entries are easy to tell apart. To remove a link, click the X in the field and save.

When you create or edit a team, under Skills > Teams, or a career, under Skills > Careers, the form shows the Cost center and Department fields. Pick the entries and save.

Under Skills > People > Add, the With email tab shows Cost center, Department and Work schedule on every row.

If you leave the work schedule empty, the person gets the workspace default work schedule, when there is one.

Bulk invitations

On the In bulk tab, add one column per link to your spreadsheet, with the header written exactly like this, in lowercase:

In each cell, use the entry's code or name. The platform looks for the code first and then the name, ignoring case. An empty cell links nothing, and an empty work schedule gets the default.

If any value does not match an active entry, the invitation is not sent and the platform lists the values it could not find. Fix the spreadsheet, or create the missing entry, and upload it again.

The People, Teams and Careers lists can be filtered by Cost center and Department, and People also by Work schedule. Click Filters, pick the field and select one or more entries.

What happens to people linked to an archived entry?

The link stays. The entry shows as "(archived)" and cannot be picked for new links.

Can a Manager change a person's cost center?

No. On People and Careers, only Admins set these links. When a Manager saves other details of a person, the person's links stay as they were.

Can I pick an entry from another workspace?

No. Each workspace has its own lists, and the options only show entries from the workspace you are in.