Creating locations

Creating locations

Menu Path: Setup > Common > Locations
Accessible to : Application Administration

Locations are places from where the employees operate, these can be company office, client office or home. Some statutory details like tax registration numbers are also mapped to the location. One physical office can have more than one location or one location can have more than one company office thus locations are more of logically entities.


If there are multiple companies, each location is mapped to a unique company so even if physically there is one location there might be a need to create multiple locations in the application. Location can be created by the Administrator as explained below or it can also be created by Sales Managers using the mobile application - refer article.

1. Creating a new location
Steps to be followed :
- Use “Add New Location” button
- Enter the details as shown in the form below


- Mapped to : if the location hierarchy has been created only then this field will be visible, refer to the point 3 below for more details
- Update "Latitude" and "Longitude" helps the system to identify the exact position of this location on map. This is used to ensure that employees are marking attendance from the office through use of Geo fencing feature
- The option "Radius" is a feature which enables the management to make sure to limit the use of attendance through mobile app in a certain vicinity. For example, the management can define the radius parameter of 100 meter for the sales team if they a reporting to one of many Branch offices of the company, i.e the employee will not be able to mark attendance through mobile app if he is not within the 100 m of the location of the branch office
- Sync ID : in this field update the biometric synchronization ID if this location has biometric integration. Only if you update the Sync ID will the employees mapped to this location be allowed to map their attendance method as Biometric
After entering the details as mentioned in the form, Click “Submit”

If National ID feature has been activated then on creation of a location in a new country you will be asked to map the national id as shown below.


2. Editing / Deactivation / Deletion of a location
A location can be deactivated if no active employee is mapped to it, on deactivation it will not be available for mapping in the application but can be reactivated and used. If a deactivated location is mapped to a resigned employee and the resignation is withdrawn then system will automatically make the location active again.

Deletion is possible only if location has not been used (no employee has been mapped to it). Locations created by Sales Managers would be visible to Application Administrator on this page and can be edited and corrected if needed.

Use "Hide All Inactive Locations" button to hide all locations which are inactive and no longer in use. Hidden locations can be recalled using "Recall Records" option and can be reactivated if needed.

3. Location Hierarchy
EazeHR allows you to configure different levels of location in a parent-child hierarchy. Each location except the one at top will have a parent location which would be from the next level of hierarchy. For example , a company having it's Head Office in Delhi, can have it's regional office in Bangalore and Mumbai and its Sales Offices below the Regional Offices in Pune / Thane (linked to Mumbai) and Hosur / Mangalore (linked to Bangalore), in this case the Head Office is the parent to Regional Offices which in turn are parent to Sales Offices. Refer image below -


Steps to be followed :
- Click on "Location Hierarchy" tab
- Use “Add New” button
- Fill in the name of the office and click “Submit”

Even after submission you can make some changes by using the "Edit" option.

The Sales Manager column is visible only if Sales Manager role is activated. When a Sales Manager creates a location through the mobile app the hierarchy level of the location is governed by the selected boxed here. In the example shown above the Sales Manager can create a Dealership or and Area Office but cannot create a Branch Office or  Head Office. Refer article on Creating locations through mobile app for more details.


You can change the level of a location type by using the arrow buttons under "Move" column as shown above. These change in hierarchy can only be made this the location type is not used. A newly created location type can also be deleted if not used.

Refer to the article on Managing Organization Design to understand how Office location and Work locations are used in EazeWork HRMS.

Please refer to the article Managing multiple company payroll and employee transfers to understand how locations are used in EazeWork HRMS in more detail.



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