How to add locations and sub locations [KeyPay]

Updated: 14/07/2021
Article #: 37


Locations provide the ability to set up different areas or geographical locations (i.e. Factories or Offices) for a Client.

Locations are also used to split Payroll by different departments and assign employees to different wages and superannuation expense accounts and Tracking Categories (Xero). You can create a hierarchy of Locations and Sub Locations to structure your different Departments and Payroll Costs. 

 

  1. Click on the Business Dashboard icon  > Payroll Settings > Locations

    è The Employing Entities screen, showing the Client's Business as the default location

  2. Click on [Add]

    è The Location screen opens

  3. Select/Enter the following details:
    • Name > Give the Location a Name
    • State   > Select the State where this location is
      Note: if the locations you are setting up are Entities select: None
    • Is a sub location of    > Select the relevant Location to make this a sub location
    • Make this location available to all employees > Only select this option for main Locations
  4. Click on [Save]
  5. Repeat the above steps to add all locations and sub locations as detailed in the Scoping Document

 


 







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