Managing Company Work Locations

Background

As a payroll customer, you can create multiple company work locations if you do business in more than one location and your employees will have proper payroll taxes calculated based on their assigned work location.

Note:  If you have employees who work primarily from home, you do not need to set up a work location for each employee. Work locations are your company’s physical places of business, not your telecommuting employees’ homes.  You’ll indicate the employee works from home on the employee record.

Please note you can only run one location per employee per payroll run.

How to Add a New Company Work Location 

• Go to Settings > Company Settings > Manage Locations.  
• Click the Add New link.
• Add a location Nickname, address, and phone (optional).
• Check the departments needed in the dropdown. The “Departments at this location” field will be shown if you have set up departments for your company. For more information, please read our help article, Managing Payroll Departments.
• Click Save.

This location will now appear in various dropdown lists for assigning to employees or filtering payrolls.

How to Edit a Company Work Location

Enter any edits needed to the nickname, address, phone, or Active status if the location has not been used in payroll.  

Note, You cannot edit the address once this location has been used in a payroll.

1. Go to Settings > Company Settings > Manage Locations.  
2. Click the location name link in the list to make edits.
   • Edits can only be made to the nickname, phone, departments and Active status if the location has been used in payroll.
3. Click Save.

How to Inactivate a Location

If a location is no longer used, you must first reassign any employees assigned to that location to another active location before inactivating.  

1. Go to Settings > Company Settings > Manage Locations.  
2. Click the location name link in the list.
3. Uncheck the “Active” box.
4. Click Save.

Inactive locations will only appear in your Company Locations list if you click the “Show Inactives” toggle.

How to Delete a Work Location

If the work location has been used in payroll, it won’t be eligible for deletion.

1. Go to Settings > Company Settings > Manage Locations.
2. Click the trash can icon at the end of the row of the location you want to delete. 
   • If there is no trash at the end of the row, the location has been used in payroll and you will only be able to inactivate the location.

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