As a business you can have multiple locations based in different suburbs or states; in these cases your organisation would have different employees employed in each location. Having a location register, with a record of each address and the applicable general ledger mapping code, will allow you to maintain an accurate record of who works where within your organisation.
This feature allows you to add a new location with the ability to specify its name, state, and general ledger code. The locations you add, and then assign to an employee, will enable you to report on the labour costs of each location. This feature also allows you to edit the information if it changes and delete a location if it is no longer relevant.
Important
Any changes made to your locations will need syncing over to your HR platform. To read further details on how to undertake this, refer to the following article.
The payroll platform by default only allows you to create one top level location, however, if you need multiple top level locations, you can enable this via the Advanced Settings feature. To read further information on how to enable this feature, refer to the following article.
Availability
| Payroll Plan: | Standard | Premium |
Getting started
- Click the Business menu.
- Click the Payroll Settings submenu.
- Under Pay Run Settings, click Locations.
- Click Add to add a new location.
- Complete the following fields:
- Location name.
- State.
- Country.
- Time zone.
- Is a sub location of.
- This location correlates with a record in another system.
- Make all sub locations report to this location.
- Default shift conditions.
- Make this location available to all employees.
- Click the Save button.
Editing data
- Click the Business menu.
- Click the Payroll Settings submenu.
- Under Pay Run Settings, click Locations.
- Click the location you want to edit.
- Make the required changes to the location details.
- Click the Save button.
Data management
- Click the Business menu.
- Click the Payroll Settings submenu.
- Under Pay Run Settings, click Locations.
- Click the Export button.
- Select a file format.
- Click the Download button.
- Click the Business menu.
- Click the Payroll Settings submenu.
- Under Pay Run Settings, click Locations.
- Click the Import button.
- Click the Import button in the Import Locations screen.
- Click the Upload data from file button.
- Choose the file you exported and edited.
- Click the Business menu.
- Click the Payroll Settings submenu.
- Under Advanced, click Advanced Settings.
- Tick the Allow multiple top level locations checkbox.
- Click the Save button.
- Under Pay Run Settings, click Locations.
- Click the Import button.
- Click the Import button in the Import Locations screen.
- Click the Upload data from file button.
- Choose the file you exported and edited.
Important
You can import top level locations by leaving the ‘Is A Sub-location Of’ column blank.
Removing data
Warning
When you delete a location, this will prevent you from reporting on this location. However, the payroll platform will place this information in a new section called unknown.
- Click the Business menu.
- Click the Payroll Settings submenu.
- Under Pay Run Settings, click Locations.
- Click the icon for the location you want to delete.
- Click the Delete button.
Watch the training video
Author recommended
So you have now managed your locations and you are now wondering, what next can I do. There are two recommendations I would make on this front and they are:
- Managing your organisations expense categories | Payroll Web Platform This feature allows you to create a new expense category and include details such as the tax code and tax rate.
- Managing your pay categories | Payroll Web Platform This feature allows you to create a new pay category and define the unit of accrual, super rate, rate loading, and payment classification
Comments
Article is closed for comments.