To change the location of an employee follow the the steps given below -
1. Navigate to employee's profile page either from HR Mgr page or by directly
typing the employee's name in the search bar on the My Profile page
2. Click on the Edit button the Official Details section as shown in the image
below
After clicking on the update button available on the employee details page, you will be navigated to the employee HR record page as shown above.
3. On the popup which comes up click on the field you want to change, for example - Office Location
4. If the history tracking feature is enabled then you will get an additional popup where you will have to input the date from which this change is effective. The date can be in past or in future but there might be some scenarios in which the change from a past date might not be allowed beyond a period.
In the table on the top of the popup you can see the history of previous location
transfers.
5. If letter generation feature is activated then system will automatically generate and email the location change letter to the employee. Format for this letter can be customized with the help of the Application Administrator.
Click “Yes” to submit the changes made.
Note -
1. Changes to Location mapping are saved when you click on Yes on the Manage
Work Location popup, even if you click on Cancel on the Edit Official Details
popup it would not make any difference and the changes would have been saved
2. Change in Office location might lead to a change in payroll compliances since
in some countries compliances differ by states. If the employee's company does
not have payroll module activated then new office location can be any location
which is available in location setup but if employee's company have payroll module
activated then new office location can be only be from same country
If company has Payroll module activated refer article on "Managing multiple country payrolls and employee transfers" to understand scenarios in detail. If payroll is in process then you cannot change the office location.
If history feature is activated in setup for location, then when updating location the effective date is to be inputted. "Refer article" for more details. System will not let you change the office location from a past date if payroll has been run and if the new office location has different compliances than the existing office location based on which the payroll was run.
If history feature is not activated then change of office location will be effect
from next payroll run. System will prompt you message on change office location
"The new office location will be used for the next payroll."