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Manage employee cost centers

Use Cost Center Associations to link an employee to one or more cost centers. Each association can have its own allocation percentage and validity dates.

Who can use this?

HR Admins in Salesforce with the Flair Employee Management permission set. This set grants access to Cost_Center_Association__c and its fields.

Before you begin​

  • Stop using the deprecated Cost Center and Second Cost Center fields for new assignments.
  • Keep those fields when existing automation, reports, or integrations reference them. flair does not remove them.
  • Assign Flair Employee Management to every user who views or edits the Cost Centers card.

Assign cost centers to an employee​

  1. Open the employee record page.
  2. In the Cost Centers card, search for and select a cost center.
  3. In Allocation, enter the employee's percentage for this cost center. Use 100% when the employee has one cost center.
  4. Optional: In Start Date, enter the date when the association becomes valid.
  5. Optional: In End Date, enter the date when the association ends.
  6. Add another cost center when the employee's costs are split.

Use the delete action on the card to remove an association. Multiple weighted associations support cost splitting that the two deprecated lookup fields could not represent.

Review the automatic migration​

When you upgrade the flair package, a migration automatically copies existing cost center data to Cost Center Associations:

  • Cost Center becomes one association with an allocation of 100%.
  • Second Cost Center becomes a second association with an allocation of 100%.

The migration is non-destructive: it does not change or clear either original field. It is also idempotent, so rerunning it does not create duplicate associations.

Rerun the migration​

Run the migration after restoring data or when the automatic migration did not run.

  1. In Salesforce, open HR Admin.
  2. Open Flair Doctor.
  3. Select Re-run migrations. The post-installation migrations run in the current user's context.
  4. Under Migration, select CostCenterAssociationBackfillBatch.
  5. Click Run. The migration creates only missing Cost Center Associations.