Create a Workplace

Overview

You can set up workplaces in each Customer profile to differentiate between departments, branches or locations. You’ll have the option to set different addresses and Approver Groups for each workplace.

Other configuration can be set at the workplace level, such as the full time week to use for the FTE report or assigning a bulk upload list.

It’s important that the Region and State that you set for the workplace are accurate, as these selections drive some of the reporting against jobs (eg Payroll Tax and Workplace Insurance).

Create a Workplace

To add a new workplace:

1. Go to Users > Customers > select the customer > Workplaces.

2. Click Create New Workplace.

3. Complete the fields in the Create Workplace settings screen.

4. Assign a Default Approver Group, if you are using these.

5. Click Save.

When a job is created in an employee’s profile, you can set the Customer and workplace. Under ‘Management’ you’ll also be able to set the default Approver Group that is assigned on the workplace, or select another group if preferred.