Employee Work Location Change

For companies with multiple locations, please use the instructions below to update their work location 

1. Hire them first at the new location and set their EIN to the new location. All employee information is already in the system so once you enter their SSN on the first screen, all of it will sync (you should get a notification of this). If not, you can manually enter the employee information.  

2. Once they are set up at the new location, go to the new location profile and click the “Switch Primary EIN” button. Choose their new location.

3. Terminate them at the old location.

4. Double check to make sure that they have all the required information in their profile.

Move Accrual Balance 

You will manually add what their remaining balance was at the old location to their accrual balance at the new location:

Team > Accruals > Balances

Select the box next to the employee(s) you need to update

Click the ellipses “…” in the top right corner and select “ Change Remaining”

1. Add

2.  Enter the number of hours they had remaining at the old location

3. Add a comment stating they switched locations, and the effective date of the switch

4. Save (balance will update immediately)

• Related Articles

• Employees Punch, Change Request and Time Off Request Instructions

  https://vimeo.com/manage/videos/683009148/7830073421

• One Time Deposit Change

  Use the instructions below to make a One Time change to an employee's deposit account/check 1. Go to Team > Payroll > Process Payroll 2. Click the Payroll Prep Process button for the appropriate payroll date 3. Click View Pay Statements 4. Check the ...

• Approve & Reject Timesheet Change Requests

  https://vimeo.com/manage/videos/683009006/5aa7877e2a

• How do I update an employee's address?

  1. Click on Team 2. Employee Information 3. Scroll or search to find the employee to update. 4. Click on the Personal Information link in the jump to menu, or scroll to find the address section on the Main tab Enter the updated employee information ...

• Adding PTO to Employee Record

  Team -> Accruals -> Balances Here you will click on the pencil by the employee that needs the adjustment You will want to enter what the new balance should be. **Do not enter the adjustment amount**. Leave the "As of Date" the same. Then enter a ...