This screen allows you to assign locations to employees which can later be used to report the labour costs of each location. NB. A location doesn't have to be a 'geographical place' it could be a branch of your business.
The settings for locations can be accessed and updated by clicking on the 'Payroll settings' > 'Locations' link on the payroll dashboard.
To add a new location you enter the following information:
- Location name (required field)
- If you want it to be a sub location of another location - This can be used for reporting purposes
- Whether or not you want the location available to all employees - If you tick this it will automatically show as an option for all employees to have earnings at that location, but if you do not tick it, you'll need to enable the location on an employee basis via their 'Employee file > Locations' page
- External Id - Used for importing/exporting purposes
- Whether or not you want sub locations to report to this location - When this is enabled, report will not split data into sub-locations under this location. All report data will be 'rolled up' and included in this location
Once locations have been added they appear slightly different depending on the settings that you have chosen for them, For example:
- If you have selected that it be available to all employees, an asterisk will display next to it.
- If you have not selected that it be available to all employees, no asterisk will display next to it.
- The parent location will show at the top, with the sub-locations indented underneath. Additional sub-locations are further indented. E.g. 'Executive' location is a sub-location of 'Management', which is a sub-location of 'Wool and Sheep Pty Ltd'
Note: If you delete a location, previous data belonging to that location will still be in the system but you will not be able to report on it, or it will be 'lumped' into an unknown location field.
An alternative to deleting a location is to rename your locations to Z_Old {old name}, this way they are still in the system but at the 'bottom' of the list.
If you have any feedback or questions please contact us via support@nzpayroll.co.nz