Locations and public holidays: Locations

Overview

As an organisation, you may have multiple business locations with different employees based in each locale. Having a location register, with a record of each address and a description about the location, will allow you to maintain an accurate record of who works where within your organisation.

The locations feature allows you to add in your organisation address, the country it is located in and a description. You can also use this feature to edit any previously entered information, disable and enable locations, and permanently delete a record that is no longer in use.

HR Best Practice

Setting up locations will allow you to link your employees to a public holiday calendar. This allows each employee to submit accurate leave requests based around only the public holidays that affect them. 

Availability

HR Plan:   Free   Standard   Premium   Platinum
Payroll Plan:   Standard   Premium

Getting started

Adding a new location
  1. Click the General Settings menu.
  2. Click the Locations and Public Holidays submenu.
  3. Click the Locations tab.
  4. Click the Add New Location button.
    Location_1.jpg
  5. Complete the following fields:
    • Name.
    • Country.
    • Description.
  6. Select Yes or No for the Set this location as the default location for new employees toggle switch.

    Helpful Hint

    If you have one default work location, you can set this toggle switch to yes to ensure all future new employees will be part of that location by default.

  7. Click the Submit button.
    Location_2.jpg

Maintain

Editing a location
  1. Click the General Settings menu.
  2. Click the Locations and Public Holidays submenu.
  3. Click the Locations tab.
  4. Click the Action button.
  5. Click the Edit button.
    Location_3.jpg
  6. Make the required changes and click the Submit button.
    Location_4.jpg
Disabling a location

Important

The disabling a location feature is only available when a location is in use by an active employee.

  1. Click the General Settings menu.
  2. Click the Locations and Public Holidays submenu.
  3. Click the Locations tab.
  4. Click the Action button.
  5. Click the Disable button.
    Location_5.jpg
Enabling a location

Important

The location enabling feature is only available if a location status shows as being disabled.

  1. Click the General Settings menu.
  2. Click the Locations and Public Holidays submenu.
  3. Click the Locations tab.
  4. Click the Action button.
  5. Click the Enable button.
    Location_6.jpg
Deleting a location

Important

The deleting a location feature is only available when a location is not in use by an active employee.

  1. Click the General Settings menu.
  2. Click the Locations and Public Holidays submenu.
  3. Click the Locations tab.
  4. Click the Action button.
  5. Click the Delete button. Location_7.jpg
  6. Click the Confirm button.
    Location_8.jpg

Author Recommended

So you have now created locations for your organisation and you are likely wondering what is next for the locations I just created and where do they appear on the HR platform. There are two recommendations I would make on this front and they are:

  1. The Public Holiday feature is where you can set up public holidays based of the locations you have just created for your organisation.
  2. The Employee Details feature is where you can assign the locations you have just created to the relevant employees. 
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