How to add, edit, delete, and restore locations via the payroll 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. Click the  Business menu.
  2. Click the Payroll Settings submenu.
  3. Under Pay Run Settings, click Locations.
  4. Click Add to add a new location.
    screenshot of the locations screen, with a highlight on the add button
  5. Complete the following fields:
    • Location name.
    • 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.
  6. Click the Save button.
    screenshot of the add new location panel, with a highlight on the save button

Editing data

Edit a location
  1. Click the  Business menu.
  2. Click the Payroll Settings submenu.
  3. Under Pay Run Settings, click Locations.
  4. Click the location you want to edit.
  5. Make the required changes to the location details.
  6. Click the Save button.
    screenshot of the add new location panel, with a highlight on the save button

Data management

Export locations
  1. Click the  Business menu.
  2. Click the Payroll Settings submenu.
  3. Under Pay Run Settings, click Locations.
  4. Click the Export button.
    screenshot of the locations screen, with a highlight on the export button
  5. Select a file format.
  6. Click the Download button.
Import locations
  1. Click the  Business menu.
  2. Click the Payroll Settings submenu.
  3. Under Pay Run Settings, click Locations.
  4. Click the Import button.
    screenshot of the locations screen, with a highlight on the import button
  5. Click the Import button in the Import Locations screen.
  6. Click the Upload data from file button.
  7. Choose the file you exported and edited.
Import top-level locations
  1. Click the  Business menu.
  2. Click the Payroll Settings submenu.
  3. Under Advanced, click Advanced Settings.
  4. Tick the Allow multiple top level locations checkbox.
    screenshot of the advanced settings screen, with a highlight on the allow multiple top level location checkbox
  5. Click the Save button.
  6. Under Pay Run Settings, click Locations.
  7. Click the Import button.
    screenshot of the locations screen, with a highlight on the import button
  8. Click the Import button in the Import Locations screen.
  9. Click the Upload data from file button.
  10. Choose the file you exported and edited.

    Important

    You can import top level locations by leaving the ‘Is A Sub-location Of’ column blank.

    screenshot of export file, with a highlight on a blank is a sub location of column

Removing 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. Click the  Business menu.
  2. Click the Payroll Settings submenu.
  3. Under Pay Run Settings, click Locations.
  4. Click the  icon for the location you want to delete.

    Important

    You cannot delete a top-level location.

    screenshot of the locations screen, with a highlight on the delete button
  5. Click the Delete button.
    screenshot of the confirmation pop up to delete the location, with a highlight on the delete button

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:

Was this article helpful?
0 out of 2 found this helpful

Comments

0 comments

Please sign in to leave a comment.