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Creating and Assigning Departments and/or Cost Centres

Improve visibility and control by assigning Departments and/or Cost Centres to your employees. This enables better tracking, reporting, and accountability across your organization.

Updated this week

Admins have the ability to create and assign these tags.


Creating a Department or Cost Centre

  1. Log into Upflex and click the People icon on the left sidebar.

  2. Go to the Teams tab. If you have multiple teams or a single team, they will be listed here.

  3. On your selected team, navigate to the right side of the page on the same line as the team and click the Add Tag icon.

  4. In the pop-up, create the new tag(s) for each Department and/or Cost Centre as required. Tag = department name or cost centre id.

  5. Once all tags are created, click Save.


Assigning a Department or Cost Centre to Employees

  1. Log into Upflex and click the People icon on the left sidebar.

  2. Select your user from the relevant tab (All, Active, Invite Sent, Invite Pending) by clicking their name from the list or searching by name/email.

  3. On the user detail page, select the relevant Department or Cost Centre from the drop-down menu.

  4. Your changes are saved automatically β€” the user is now assigned to the chosen Department or Cost Centre.


By creating and assigning Departments and Cost Centres, admins can track usage, allocate budgets efficiently, and generate detailed reports for better resource management.

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