Each employee is required within the system to be attached to at least one location, this is used to provide a base for the employee's employment, allocate costings as well as for employee's EFT payment information from the business.
Important Note: Employees attached to the previous location will not be transferred using the location duplicate feature. If it is a requirement for these employees to be transferred to this location you will need to terminate the old employee profile instances, duplicate them and assign the new instances to the new location.
Adding a new location
- To add a new location, first, open the Locations page from the main screen.
- Click the Add button.
- This will open the first page on the location details screen, in which you can enter the new location's details
For more information regarding the fields and options available on this screen please refer to the following article.
System Administration - Location Manager
The next step is to grant yourself and any other staff that should have it, department Admin ticks to the departments setup within the location, this will allow access to employees added to this location as per the employee's security level.
Employees - Getting Started - Departments Tab - Assigning Employees to Locations/Departments
Once this has been done you can start to add your employees to the new location.
Duplicating an Existing Location
If you have an existing location already setup and you would like to copy the settings for the departments, roles and operation hours you can use the Duplicate button.
- To do this first click to select the location in which you want to make a copy off and then use the Duplicate option after doing this you will then be prompted to enter the location name for the site
As with adding a new location you will need to grant yourself and any other staff that should have it, department Admin ticks to the departments setup within the location, this will allow access to employees added to this location as per the employee's security level. Employees - Getting Started - Departments Tab - Assigning Employees to Locations/Departments