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How to add a cost code to multiple staff at the same time?

  1. Navigate to the Default Profile Templates settings section in Company Settings.
  2. Create a new profile template or edit an existing profile template.
  3. Click the Add Field button.
  4. Choose Cost Code from the Contract Details section of the drop down menu.
  5. Pick the cost code that you wish to assign to multiple staff members.
  6. Click the Save Fields button.
  7. Select the Assign option from the 3 dot menu.
  8. As this change will create an addendum for any staff with a record you will need to select an effective date.
  9. Confirm Dates.
  10. Drag and drop the relevant staff members.
  11. Click the Apply button to apply the profile template.

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