Available for the following plans: Lite, Plus, Unlimited HR, Essentials, Engage, Elite, Unlimited HR+Payroll
Available for the following HR plans: Standard, Premium, Platinum
Available for the following user access levels: Manager

Primary Worksite and Primary Position fields allow you to clearly designate an employee's main worksite and position throughout their employment lifecycle. This ensures accurate workforce management across compliance, payroll alignment, rostering, and reporting. The primary position acts as the system's anchor for payroll, rostering, and reporting, giving every employee one consistent 'home role' that drives downstream processes.

Overview

Primary Worksite and Primary Position fields enable you to:

Streamline employee setup during onboarding
Improve payroll alignment by clearly defining each employee's main assignment
Ensure accurate reporting and rostering defaults across your workforce
Maintain data integrity with automatic updates when positions are deactivated

These fields appear in three key areas:

Onboarding – Pay Details section (for employees or admins during setup)
Employee Profile – Employment Details tab
Position Details – Shows a "Primary" badge next to the employee's main assignment

Getting started

Add Primary Worksite and Position during onboarding

Click the Home menu.
In the Employee Onboarding section, click the Add button.
Complete the Basic Information and Employment Details pages as normal.
In the Pay Details page, locate the new Worksite and Position section above Cost Centre.
Select a Primary Worksite from the drop-down menu.

Helpful Hint

Once you select a Primary Worksite, the Primary Position drop-down will become available. Cost centres will automatically populate based on your worksite and position selections.
Select a Primary Position from the drop-down menu.
(Optional) Click Add additional worksites if the employee will work at multiple locations.
Complete the remaining Pay Details fields.
Click the Finish button.

Important

If you enter either a Primary Worksite or Primary Position, you must complete both fields before saving the form. This ensures data integrity across the system.

Update Primary Worksite and Position in an employee's profile

Click the People menu.
Click the People list submenu.
Select the employee whose primary worksite or position you want to update.
Click the Employment Details tab.
Click the Edit button.
Locate the Worksite and Position section.
Update the Primary Worksite and/or Primary Position as needed.

Helpful Hint

When you change the Primary Worksite, the Primary Position drop-down will update to show only positions available at the selected worksite.
Click the Save button.

Change which position is marked as primary in Position Details

If an employee has multiple positions, you can change which position is marked as primary directly from the Position Details panel.

Click the People menu.
Click the People list submenu.
Select the employee.
Click the Position Details tab.
Locate the position you want to make primary. Note that the current primary position will display a Primary badge. Alternatively, if no position is available, use the Add button to add one.
Click the Actions menu next to the position you want to make primary.
Select Make Primary.
Review the warning message indicating that this will remove primary status from the current primary position.
Click Make Primary to confirm.
[Screenshot placeholder: Position Details panel showing Primary badge]

Important

The Primary badge shows at a glance which position is the employee's main assignment. Changes made in Position Details are automatically reflected in the Employment Details section and vice versa.

Import Primary Worksite and Position via CSV

You can bulk assign primary and additional worksites and positions when importing employee data via CSV.

Click the People menu.
Click the Import employees submenu.
Select Update Employee Employment Details from the CSV import options.
Download the CSV template. The template includes two new columns:
- Primary Worksite and Position – Format as: Worksite Name Position Name
- Additional Worksites and Positions – Format as: Worksite Name Position Name (multiple entries separated by commas)
Complete the CSV file with your employee data.
[Screenshot placeholder: CSV template showing Primary Worksite and Position columns]

Helpful Hint

The system will validate your data during import and ensure everything is formatted correctly. Both the worksite and position must exist in your system, and duplicate entries across primary and additional worksites will be flagged.
Upload your completed CSV file.
Review any validation errors and correct them as needed.
Complete the import process.

Frequently asked questions

What happens when I deactivate a position that is marked as primary?

When you deactivate a position that is marked as primary, the system will warn you that this is a primary position and will affect the employee's main assignment. Once deactivated, the position is automatically removed from the employee's primary assignment, ensuring employee records remain accurate. You will need to assign a new primary position to the employee.

Do I need to fill in both Primary Worksite and Primary Position?

Yes. If you enter either a Primary Worksite or Primary Position, both fields must be completed before you can save the form. This validation ensures data integrity across the system.

How do Primary Worksite and Position affect rostering and timesheets?

The Primary Worksite and Position automatically populate in rostering and timesheet modules, streamlining data entry and ensuring consistency across your workforce management processes. This reduces manual data entry and helps maintain accuracy in payroll processing.

Can employees have multiple worksites and positions?

Yes. Employees can be assigned to multiple worksites and positions. However, only one worksite and one position can be marked as primary. The primary assignment serves as the default for payroll, rostering, and reporting purposes.