When you set up Locations, Departments, and Positions, and assign them to workers in your company, you're able to apply them as filters in reports and employee lists, as well as map them to their equivalents in your accounting software (app integration required).
Go to Payroll> Settings> Loc/Dep/Pos.
All workers must be assigned to a Location, a Department, and a Position, so you haven't set any of these up, you'll see "Default".
Add Locations
Highlight the "Default" text and replace it with your own. If you have multiple Locations in your company, use the one your workers are most likely to be assigned to.
Click +Add in the upper right to create additional Locations for your company.
Add Departments
Departments are teams working in a given Location, like "Sales" or "Marketing" departments. Click Departments to get started.
Rename the "Default" Department, as you did with your first Location. If you have more than one Location, this Department can be used for all of them.
Click +Add to create any other Departments your company has across all Locations.
Note:
Each Department you add can be used with all Locations, so there's no need to duplicate.
Add Positions
Positions are roles (or jobs) workers perform in a given Department, like "Associate" or "Manager". Click Positions to get started.
Rename the "Default" Position, as you did with your first Department. Just like with adding Departments to Locations, these Positions can be applied to workers in any Department.
Click +Add to create any other Departments your company has across all Locations.
Note:
Each Position you add can be used with all Departments, so there's no need to duplicate.
Once you've finished adding your Locations, Departments, and Positions, you can assign them to workers in their profiles.
Viewing worker Locations and Departments
To see which Locations and Departments employees are assigned to, go to Workers.
You'll see each employee's Location and Department in columns to the right of their name.
Click these column headers to sort workers alphabetically by Location or Department.
Assigning Locations, Departments, and Positions to workers
Click an employee's name to open their profile.
In the employee profile, click the Employment Options tile.
In "Employment", you'll find the employee's Location, Department, and Position menus beneath their Current Worksite. Click any of these menus to select from the options you've created.
What's the difference between a Location and a Worksite?
Worksites are specific to the physical address where employees perform their duties. The worksite address is used to identify and calculate tax responsibilities when processing pay runs, as well as for setting up time clocks.
Reports for Locations, Departments, and Positions
There are a few ways you can leverage Locations, Departments, and Positions when generating payroll reports: Custom report designer, and Summary reports.
Custom report designer
For reports that include our custom report designer, you can add columns for Location, Department, or Position.
Summary by Location, Department, and Position
In Payroll> Reports, you'll find three dedicated reports that summarize payroll data by Location, Department, or Position.