Managing your organisations locations via the HR platform

You can add locations to the HR platform from anywhere in the world.  When you add a location that is outside the EH supported regions, i.e. the UK, Australia, New Zealand, Malaysia, and Singapore,  it means that the employee details tabs do not populate for bank details, superannuation and tax declarations. If the location is a supported region, then those tabs in the employee profile populate with relevant information for that country.

HR Best Practise

Setting up locations will allow you to link your employees to a public holiday calendar, allowing each employee to submit leave requests based on only the public holidays that affect them.

Availability

HR Plan:   Premium   Platinum
  User Access: Employee   Manager     Admin

  This is the default access level per user and whether they have  view,  edit and  delete access, excluding any changes made via our Custom Security feature.

Getting started

Add a new location
  1. Click the   Settings menu.
  2. Click the Locations and Public Holidays submenu.
  3. Click the Locations tab.
  4. Click the Add New Location button.
    Location_1.jpg
  5. Complete the following fields:
    • Name.
    • Country.
    • Description.
  6. Select Yes or No for the Set this location as the default location for new employees toggle switch.

    Helpful Hint

    If you have one default work location, you can set this toggle switch to yes to make sure all future new employees will be part of that location by default.

  7. Click the Submit button.
    Location_2.jpg

Editing data

Edit a location
  1. Click the   Settings menu.
  2. Click the Locations and Public Holidays submenu.
  3. Click the Locations tab.
  4. Click the Action button.
  5. Click the Edit button.
    Location_3.jpg
  6. Make the required changes and click the Submit button.
    Location_4.jpg

Data management

Enable a location

Important

The location enabling feature is only available if a location status shows as being disabled.

  1. Click the   Settings menu.
  2. Click the Locations and Public Holidays submenu.
  3. Click the Locations tab.
  4. Click the Action button.
  5. Click the Enable button.
    Location_6.jpg

Removing data

Disable a location

Important

The disabling a location feature is only available when a location is in use by an active employee.

  1. Click the   Settings menu.
  2. Click the Locations and Public Holidays submenu.
  3. Click the Locations tab.
  4. Click the Action button.
  5. Click the Disable button.
    Location_5.jpg
Delete a location

Important

The deleting a location feature is only available when a location is not in use by an active employee.

  1. Click the   Settings menu.
  2. Click the Locations and Public Holidays submenu.
  3. Click the Locations tab.
  4. Click the Action button.
  5. Click the Delete button. Location_7.jpg
  6. Click the Confirm button.
    Location_8.jpg

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