LOCATIONS

How do I Assign an Employee to a Location?

To assign an employee to a location, follow these steps

1. From any screen, from the navigation pane on the left, click Employee List.
2. Locate the employee record you wish to edit, and double click on the Name.
3. The Employee Detail screen will open.
4. Click the Edit radio button.
   
   

   

   
   
   
   
5. In the Location field, click the arrow to open the drop-down menu. Select the location.

View Locations

You may edit the list of locations that are available to select from. You may view or edit locations as a list using the Location List screen. This screen allows you to easily scroll through all locations and add or edit records.

To view your list of locations, follow these steps:

1. Open any screen.
2. From the Ribbon, select the Lookup Lists tab.
3. Click Employee Locations.
4. The Location List screen will open.

Or you may follow these steps:

1. Open the Employee Detail screen.
2. Double click on Location.
3. The Location List screen will open.

Add Locations

To add a new location, follow these steps:

1. Open any screen.
2. From the Ribbon, select the Lookup Lists tab.
3. Click Locations.
4. The Location List screen will open.
5. In the box at the bottom, type in the new Location.
6. Click Add.

Or you may follow these steps:

1. Open the Employee Detail or Training Detail screen.
2. In the Location field, type in the name of the new location.
3. A dialog box will open.
4. To confirm the addition of the new location, click Yes.

Edit Locations

To edit a location follow these steps:

1. Open any screen.
2. From the Ribbon, select the Lookup Lists tab.
3. Click Locations.
4. The Location List screen will open.
5. Edit the Location.

Delete Locations

To delete a location, follow these steps:

1. Open any screen.
2. From the Ribbon, select the Lookup Lists tab.
3. Click Locations.
4. The Location List screen will open.
5. Click the X.
6. Confirm that you want to delete the record in the pop-up box.

CAUTION: Once you delete a location, you will not be able to recover this data unless you restore from backup.