Managing your locations | Payroll Web Platform

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

Add a location
  1. Log into your Employment Hero Payroll platform.
  2. Click the   Business Settings menu.
  3. Click the Payroll Settings submenu.
  4. Click the Location button.
  5. Click the Add button.
    Location_1.jpg
  6. Complete the following fields:
    • Name.
    • State.
    • General ledger mapping code.
    • Make this location available to all employees.
    • This location correlates with a record in another system.
    • make all sub location report to this location.
  7. Click the Add Shift Conditions button.
    Location_2.jpg
  8. Select any required default shift conditions.
  9. Click the Back to Location button.
    Location_3.jpg
  10. Click the Save button.
    Location_4.jpg

Editing data

Edit a location
  1. Log into your Employment Hero Payroll platform.
  2. Click the   Business Settings menu.
  3. Click the Payroll Settings submenu.
  4. Click the Location button.
  5. Click the top level location that needs editing.
    Location_5.jpg
  6. Make the required changes to the location details.
  7. Click the Edit Shift Conditions button to to edit the location's default shift conditions.
    Location_6.jpg
  8. Select any required default shift conditions.
  9. Click the Back to Location button.
    Location_7.jpg
  10. Click the Save button.
    Location_8.jpg

Deleting data

Delete a location

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.

  1. Log into your Employment Hero Payroll platform.
  2. Click the   Business Settings menu.
  3. Click the Payroll Settings submenu.
  4. Click the Location button.
  5. Click the Delete button.
    Location_13.jpg
  6. Click the Yes button.
    Location_14.jpg

Watch the training video

locations.png

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:

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