Creating New Locations
From Subscribe-HR Wiki Help
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==Creating New Locations== | ==Creating New Locations== | ||
# After logging into the Subscribe-HR portal, select <b>Maintenance</b> TAB. | # After logging into the Subscribe-HR portal, select <b>Maintenance</b> TAB. | ||
| − | # Select the <b> | + | # Select the <b>Locations</b> Folder. |
| − | + | # If Modifying an existing Location, you will see a list of the Locations you can select. | |
| + | # If Creating a new Location, then select the [Create] button. | ||
| + | # Provide details for all the fields listed below in the table. | ||
| + | # Select the [Save] button. | ||
| + | ===Location Fields Explained=== | ||
<table border="1" width="700px" id="table3" cellspacing="0"> | <table border="1" width="700px" id="table3" cellspacing="0"> | ||
<tr> | <tr> | ||
| Line 18: | Line 22: | ||
</tr> | </tr> | ||
<tr> | <tr> | ||
| − | <td width="232">Location Name</td> | + | <td width="232">Location Name</td> |
| − | <td width="458">Mandatory Field where you can enter the Location Name. <i><b>Example:</b> | + | <td width="458">Mandatory Field where you can enter the Location Name. <i><b>Example:</b> Sydney Head Office</i></td> |
</tr> | </tr> | ||
<tr> | <tr> | ||
| − | <td width="232">Branch</td> | + | <td width="232">Branch</td> |
| − | <td width="458"> | + | <td width="458">Put Alternate Location information here (Branch Name). <i><b>Example:</b> Head Office</i></td> |
</tr> | </tr> | ||
<tr> | <tr> | ||
| Line 31: | Line 35: | ||
<tr> | <tr> | ||
<td width="232">Address 1</td> | <td width="232">Address 1</td> | ||
| − | <td width="458"> | + | <td width="458">Address Line 1 of this location</td> |
</tr> | </tr> | ||
<tr> | <tr> | ||
| − | <td width="232">Address | + | <td width="232">Address 2</td> |
| − | <td width="458"> | + | <td width="458">Address Line 2 of this location</td> |
</tr> | </tr> | ||
<tr> | <tr> | ||
| − | <td width="232"> | + | <td width="232">City / Suburb</td> |
| − | <td width="458"> | + | <td width="458">Suburb the location resides in</td> |
</tr> | </tr> | ||
<tr> | <tr> | ||
| − | <td width="232"> | + | <td width="232">Country</td> |
| − | <td width="458"> | + | <td width="458">Country the location resides in</td> |
</tr> | </tr> | ||
<tr> | <tr> | ||
| − | <td width="232"> | + | <td width="232">State / Province / Region</td> |
| − | <td width="458"> | + | <td width="458">Area the location resides in</td> |
</tr> | </tr> | ||
<tr> | <tr> | ||
| − | <td width="232"> | + | <td width="232">Zip / Postal Code</td> |
| − | <td width="458"> | + | <td width="458">Post Code of Location</td> |
</tr> | </tr> | ||
<tr> | <tr> | ||
<td width="232">Phone</td> | <td width="232">Phone</td> | ||
| − | <td width="458"> | + | <td width="458">Main phone number for the location</td> |
</tr> | </tr> | ||
</table> | </table> | ||
| − | |||
<br> | <br> | ||
| − | Please also refer to | + | <b>Mandatory fields are marked with Red Asterisk, the record will not be saved unless mandatory fields are filled in first.</b> |
| + | |||
| + | Please also refer to [[Creating-workflow-tasks-in-Subscribe-HR|Creating Workflow Tasks in Subscribe-HR]] for details about Location Manager Workflow Set-up. | ||
<br><br>[[File:subscribehr_logo.gif]] | <br><br>[[File:subscribehr_logo.gif]] | ||
Revision as of 00:03, 15 April 2013
Locations
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
- After logging into the Subscribe-HR portal, select Maintenance TAB.
- Select the Locations Folder.
- If Modifying an existing Location, you will see a list of the Locations you can select.
- If Creating a new Location, then select the [Create] button.
- Provide details for all the fields listed below in the table.
- 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.
