Setting Up Locations

Setting Up Locations

The follow outlines the steps need to set up a new location:


1. lick the Settings drop-down and select Location.




2. Click the New button.




3. Enter to following information Note - Name is a required field.

A. Enter name of Location.

B. Parent Location Selecting a Location from the drop down will make the selected Location the parent of the one you are currently creating.

C. Status is where you mark the Location as available, or Active, for use throughout the WorkMax modules.

D. Prevailing Wage Checking Box. Lets you know that this job is a Prevailing Wage job.

E. External ID is a unique identifier to connect the Location to an external system.

F. Code is a unique identifier used for the Location throughout the WorkMax modules.

G. Barcode for the Location

H. Assign a Division to the Location.

I. Assign a Department to the Location.

J. Assign a Pay Group to the Location.

K. Enter the Location address.
L. Enter the Location contact and workman's comp info.

M. Enter a Location description.




4. Click the Save button to save the Location.




Note - Location is a Flex-Field that can be renamed to personalize your system and match your company terminology. In these articles, Flex-Fields will be highlighted green for easier recognition. 




For more info on Flex-Fields check out the article Flex-Fields in WorkMax.




    • Related Articles

    • Setting Up User Roles

      Setting Up User Roles Setting up your User Roles is a required step no matter which WorkMax modules you have purchased. User Roles are a set of employee permissions that will allow, or restrict, certain features within the WorkMax system. The follow ...
    • Setting Up Employees

      Introduction In this article we show how to set up new employees in WorkMax. Prerequisites In the Employee set up process, you will be applying some settings from the Modules menu as well as assigning User Roles.  To avoid having to come back and ...
    • Setting Up Tasks

      Note - Task is a Flex-Field that can be renamed to personalize your system and is therefore highlighted in green to indicate that a name change may have taken place.  For more info on Flex-Fields check out the article Flex-Fields in WorkMax. ...
    • Setting Up Face Capture

      Face capture is a feature utilized by the mobile time clock to capture a picture of an Employee's face on Clock IN and OUT.  When this feature is enabled, the WorkMax app will take a picture and attach it to the Clock IN or OUT time stamp.  Once the ...
    • Setting Up Your ConnectMax Integration

      Setting Up Your ConnectMax Integration: 1. Must be signed in as Admin 2. Select Integration. 1. Select New. 2. Select ConnectMax Connection Type. Creating ConnectMax Token. 1. Enter the ConnectMax Token Name 2. Select Save and this will generate the ...