Facilities are an optional field used set up and managed 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

From the Actions drop-down menu, you can:

• Add New Facility
• Delete 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
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.

Delete Selected Records

Facilities can be deleted from the Field Value Setup page, but doing so will also unassign them from existing employees. 

1. Select the facilities to delete.

   

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

   

3. Confirm the deletion of the facility/facilities. If the facility has been assigned to an employee record, the facility will be unassigned from the employee.

   

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: