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Payroll locations

Jameson Nixon
Updated

Overview

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 make 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

Adding a location
  1. Click the Business Settings menu.
  2. Click the Payroll Settings submenu.
  3. Click the Location button.
  4. Click the Add button.
    Location_1.jpg
  5. 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.
  6. Click the Add Shift Conditions button.
    Location_2.jpg
  7. Select any required default shift conditions.
  8. Click the Back to Location button.
    Location_3.jpg
  9. Click the Save button.
    Location_4.jpg

Maintain

Editing a location
  1. Click the Business Settings menu.
  2. Click the Payroll Settings submenu.
  3. Click the Location button.
  4. Click the top level location that needs editing.
    Location_5.jpg
  5. Make the required changes to the location details.
  6. Click the Edit Shift Conditions button to to edit the location's default shift conditions.
    Location_6.jpg
  7. Select any required default shift conditions.
  8. Click the Back to Location button.
    Location_7.jpg
  9. Click the Save button.
    Location_8.jpg
Deleting 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. Click the Business Settings menu.
  2. Click the Payroll Settings submenu.
  3. Click the Location button.
  4. Click the Delete button.
    Location_13.jpg
  5. Click the Yes button.
    Location_14.jpg

Watch the training video

locations.png

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