Available for the following Payroll plans: Standard, Premium
As a business you can have multiple locations based in different regions or provinces, and in these cases, your organisation would have different employees in each location. Having a location register will allow you to maintain an accurate record of who works where within your organisation.
The feature covered in this article allows you to add a new location with the ability to specify its name and region. The feature also allows you to edit the information if it changes and delete a location if it is no longer relevant.
Important
The payroll classic 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 article: How do I use advanced platform settings?
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.
Important
For organisations integrated with the Employment Hero HR platform, if you need to use special characters for your location names, please use hyphens “-” or underscores “_”. DO NOT USE "/" or "|" as these characters can lead to duplicate cost centres being created in HR.
- State.
- Is a sub location of.
- This location correlates with a record in another system.
- Make all sub locations report to this location.
- Make this location available to all employees.
- Location name.
- Click the Save button.
Edit 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.
Important
For organisations integrated with the Employment Hero HR platform, if you need to use special characters for your location names, please use hyphens “-” or underscores “_”. DO NOT USE "/" or "|" as these characters can lead to duplicate cost centres being created in HR.
- Click the Save button.
Manage data
- 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 want to export and edit.
- 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 want to export and edit.
Important
You can import top level locations by leaving the ‘Is A Sub-location Of’ column blank.
Remove data
Warning
When you delete a location, this will prevent you from reporting on this location. However, Employment Hero 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.
Important
You cannot delete a top-level location.
- Click the Delete button.