Facilities are an optional field used to set up and manage from the Field Value Setup menu for grouping Employees. If you use the EEO-1 Report, however, facilities are required and must be assigned to an employee in their Employee Demographic menu. 

Facilities can be created and maintained from this page to be consistent with your organization. 

If facility values are not defined on the Facilities page, the Facility dropdown field will be blank on the Employee Demographic Information section.

• - Click this icon to open a tab/window to edit the facility details.
• Facility - The name of the facility.
• Facility Code 1
• Active Status

You will be able to filter the list of facilities by their status.

From the Actions drop-down menu, you can:

• Add New Facility
• Deactivate Selected Records
• Export All Facilities
• Export Active Facilities

Adding a Facility

1. Click Add New Facility from the drop-down menu.

   

2. When selecting the "Add New Facility" option, a new tab/window should open allowing you to enter the details of the facility. All required fields will be in RED.

   

   • Facility Name - Required.
     The facility name will be seen in drop-down menus when assigning to employees.
   • Address - Required
   • Address 2
   • City - Required
   • State - Required
   • Zip - Required
   • County - Required
   • Description
   • Unit Number
   • Facility Code 1
   • Facility Code 2
   • Facility Contact 1
   • Facility Contact 2
   • Phone 1
   • Phone 2
   • Fax
   • Active checkbox.
     • If employees are assigned to a Facility, if the facility is made inactive, the employee profile will show that field as "Not Assigned", but the facility assignment remains in the back end.
3. Click Add Facility when finished.

Edit a Facility

The name or details of a facility in Core HR can be updated to ensure it is consistent with your organisation. 

1. Click the edit icon towards the left of a facility.

   

2. Edit the information for the facility such as the name, address, etc.

   

3. Save any changes.

Deactivate Selected Records

Facilities can be deactivated from the Field Value Setup page, but doing so will also unassign them from existing employees. If employees are assigned to a Facility, if the facility is made inactive, the employee profile will show that field as "Not Assigned", but the facility assignment remains in the back end.

1. Select the facilities to deactivate.

   

2. Use the Actions drop-down menu and click Deactivate Selected Record(s).

   

3. The facility will be made inactive.

Export All/Active Facilities

Clicking Export All Facilities or Export Active Facilities will allow you to download and review an .XLS file containing a list of all your facilities or only active facilities.

An example has been provided below: