Add Company Work Locations

Each company file can have only 1 Billing Site (where invoices are mailed), but could have multiple work Locations (where work is being performed). This ensures the Job Assignment Notification (JAN) for Assignment Employees will have an accurate work address listed on each order. Learn more about the importance of the JAN in Section 29 – Compliance – ONTARIO only.

ADD COMPANY LOCATIONS

1

Within the appropriate Company File, on the Summary tab, select the Add Location button.

2

Enter all necessary information, red labeled fields are required.

• Change name in the Location Desc. field to describe the new location you are creating.
• Indicate if this is a Primary Location by selecting Y or N (this will be the first location seen when you open the Company File).
• Indicate if this is a Billing Site by selecting Y or N (this is the location all invoices are addressed to).
• If you have multiple offices / locations, select the correct one from the Service Office drop down.
• Critical notes may be used to document important information you need others to see upon opening the Company file.
• Email should be a generic company email address. For a specific contact person’s email, create a new Contact (see associated QRG for steps).
• Timesheet Type is used to set up Master Timesheets, Swipe Daily or Swipe weekly.
• Select Save when complete.