Locations

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(Created page with '{{page.name: Recruitment Module: Introduction and Setting up Locations - Subscribe-HR Wiki}} {{page.head: Locations}} __TOC__ ==Setting up Locations== The setting up and defini…')
 
(Creating New Locations)
 
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__TOC__
 
__TOC__
  
==Setting up Locations==
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=Locations Defined=
The setting up and defining of your Company Locations is an important step, and becomes beneficial for many reasons including reporting.
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Locations will be linked to Jobs, when you set Jobs up. It is important to link locations to Jobs so that when you link employees to jobs, the reporting structure is accurate.<br>
<br>
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===Adding Locations===
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==Creating New Locations==
# Select the Maintenance TAB.
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# After logging into the Subscribe-HR HCM Platform, select <b>Maintenance</b> on the left hand side from the navigation area.
# Select the Locations folder
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# If Modifying an existing Location, you will see a list of the Locations you can select.
# You will see a list of Company Locations, if this if this list is empty then no locations have been added at this point in time.
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# If Creating a new Location, then select the <b>Create New</b> button.
# Select the create button.
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# Provide details for all the fields listed below in the table.
# Fill in the fields provided.
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# Select the <b>Save</b> button.
# Select the Save button.
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<b>Fields marked in bold are mandatory and must be filled in before the benefit can be saved</b>
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<br>
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===Location Fields Explained===
 
===Location Fields Explained===
<table border="1" width="52%" id="table3" cellspacing="0">
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<table border="1" width="700px" id="table3" cellspacing="0">
 
<tr>
 
<tr>
<td width="260"><b><font face="Arial" size="2">Field Name</font></b></td>
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<td width="232"><b><font face="Arial" size="2">Field Name</font></b></td>
<td width="598"><b><font face="Arial" size="2">Description</font></b></td>
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<td width="458"><b><font face="Arial" size="2">Description</font></b></td>
 
</tr>
 
</tr>
 
<tr>
 
<tr>
<td width="260"><font face="Arial" size="2">Location Name</font></td>
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<td width="232">Location Name</td>
<td width="598"><font face="Arial" size="2">Description of
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<td width="458">Mandatory Field where you can enter the Location Name. <i><b>Example:</b> Sydney Head Office</i></td>
location<br>
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Example: Brisbane Head Office</font></td>
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</tr>
 
</tr>
<tr>
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<tr>
<td height="23" width="260"><font face="Arial" size="2">Location
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<td width="232">Branch</td>
Manager</font></td>
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<td width="458">Put Alternate Location information here (Branch Name). <i><b>Example:</b> Head Office</i></td>
<td height="23" width="598"><font face="Arial" size="2">The
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direct manager at this location</font></td>
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</tr>
 
</tr>
 
<tr>
 
<tr>
<td width="260"><font face="Arial" size="2">Address 1</font></td>
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<td height="23" width="232">Location Manager</td>
<td width="598"><font face="Arial" size="2">Address Line 1 of  
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<td height="23" width="458">You can select a Location Manager which will be from Employees that you have recorded as Managers. This field will be able to be used in Workflow and Security set-up if you need cascading access to employee records based on the location manager instead of the actual reporting line manager</td>
this location</font></td>
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</tr>
 
</tr>
 
<tr>
 
<tr>
<td width="260"><font face="Arial" size="2">Address 2</font></td>
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<td width="232">Address 1</td>
<td width="598"><font face="Arial" size="2">Address Line 2 of  
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<td width="458">Address Line 1 of this location</td>
this location</font></td>
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</tr>
 
</tr>
 
<tr>
 
<tr>
<td width="260"><font face="Arial" size="2">Branch</font></td>
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<td width="232">Address 2</td>
<td width="598"><font face="Arial" size="2">The Branch name</font></td>
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<td width="458">Address Line 2 of this location</td>
 
</tr>
 
</tr>
 
<tr>
 
<tr>
<td width="260"><font face="Arial" size="2">State</font></td>
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<td width="232">City / Suburb</td>
<td width="598"><font face="Arial" size="2">State the location  
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<td width="458">Suburb the location resides in</td>
resides in</font></td>
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</tr>
 
</tr>
 
<tr>
 
<tr>
<td width="260" height="28"><font face="Arial" size="2">Suburb</font></td>
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<td width="232">Country</td>
<td width="598" height="28"><font face="Arial" size="2">Suburb
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<td width="458">Country the location resides in</td>
the location resides in</font></td>
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</tr>
 
</tr>
 
<tr>
 
<tr>
<td width="260"><font face="Arial" size="2">Country</font></td>
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<td width="232">State / Province / Region</td>
<td width="598"><font face="Arial" size="2">Country the location  
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<td width="458">Area the location resides in</td>
resides in</font></td>
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</tr>
 
</tr>
 
<tr>
 
<tr>
<td width="260"><font face="Arial" size="2">Post Code</font></td>
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<td width="232">Zip / Postal Code</td>
<td width="598"><font face="Arial" size="2">Post Code of the
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<td width="458">Post Code of Location</td>
location</font></td>
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</tr>
 
</tr>
 
<tr>
 
<tr>
<td width="260"><font face="Arial" size="2">Phone</font></td>
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<td width="232">Phone</td>
<td width="598"><font face="Arial" size="2">Main phone number  
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<td width="458">Main phone number for the location</td>
for the location</font></td>
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</tr>
 
</tr>
</table><p>&nbsp;</p>
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</table>
[[File:subscribehr_logo.gif]]
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<br>
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<b>Mandatory fields are marked with Red Asterisk, the record will not be saved unless mandatory fields are filled in first.</b>
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Please also refer to [[Creating-workflow-tasks-in-Subscribe-HR|Creating Workflow Tasks in Subscribe-HR]] for details about Location Manager Workflow Set-up.
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<br><br>[[File:subscribehr_logo.gif]]

Latest revision as of 00:46, 9 January 2019

Locations Defined

Locations will be linked to Jobs, when you set Jobs up. It is important to link locations to Jobs so that when you link employees to jobs, the reporting structure is accurate.

Creating New Locations

  1. After logging into the Subscribe-HR HCM Platform, select Maintenance on the left hand side from the navigation area.
  2. If Modifying an existing Location, you will see a list of the Locations you can select.
  3. If Creating a new Location, then select the Create New button.
  4. Provide details for all the fields listed below in the table.
  5. Select the Save button.

Location Fields Explained

Field Name Description
Location Name Mandatory Field where you can enter the Location Name. Example: Sydney Head Office
Branch Put Alternate Location information here (Branch Name). Example: Head Office
Location Manager You can select a Location Manager which will be from Employees that you have recorded as Managers. This field will be able to be used in Workflow and Security set-up if you need cascading access to employee records based on the location manager instead of the actual reporting line manager
Address 1 Address Line 1 of this location
Address 2 Address Line 2 of this location
City / Suburb Suburb the location resides in
Country Country the location resides in
State / Province / Region Area the location resides in
Zip / Postal Code Post Code of Location
Phone Main phone number for the location


Mandatory fields are marked with Red Asterisk, the record will not be saved unless mandatory fields are filled in first.

Please also refer to Creating Workflow Tasks in Subscribe-HR for details about Location Manager Workflow Set-up.



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