Locations in Onboarding are used to help denote where a new hire is to be working and/or to define the group of users, such as union/non-union or Spanish/English-speaking employees, so they can complete location-specific items such as paperwork.

While the following article will go over how to add locations individually, you can also import multiple locations with Bulk Import for Onboarding

Add/Edit a Location for Onboarding

1. Click Add to create a new location or click the eye icon for an existing location.
   
2. If you are adding a location, you will be prompted to enter additional details for the locationAdditional fields/settings can be configured after. If a required field is blank, or the name or location ID is already in use, the menu stays open and points to each field to fix. If a save fails, entries stay in place so you can try again. Click Add when finished. 
   • Name (Required) and Location ID - The name and location ID must be unique within your company, including inactive locations.
   • Location Code
   • Location type - Specify if the location is for the "Office" or "Time Tracking". When adding a location initially, only one of the options can be selected. Both options can be selected later.
     • If "Time Tracking" is enabled, the location is active in Arcoro Time and Payroll only. If "Time Tracking is not checked, the location is inactive in Arcoro Time. 
     • If "Office" is enabled, the location is available in all features, including Core HR, Onboarding, and Talent. If "Office" is not checked, it is marked inactive in modules that support an inactive status and removed from products that do not.
   • Status - The status defaults to "Active"
   • Business unit - For companies with Onboarding business units, "Office" locations require a business unit when they are added so they can be set up in Onboarding right away.
   • Address - Search for an address to fill the fields automatically and preview it on a map, or enter it by hand. The address can populate your W-4 forms.
     • Address
     • City
     • Country
     • State/province/region
     • Postal code
     • Latitude/Longitude
3. Click Edit to update the location details.
   
4. You can complete any additional fields in "General" or any other tabs.
5. Click the Onboarding tab.
   

6. Enter the information required for Onboarding:

   • Legal Name - The legal name entered can match the Location Name, but does not have to. The Legal Name entered here will populate your W-4 forms.
   • Phone - The phone number will populate your W-4 forms.
   • E-Verify -  If enabled, it will denote that employees at this location will go through E-Verify. (E-Verify requires additional services. If you do not already have E-Verify services and are interested, you can contact your account manager for more information. Please refer to the following article.)
   • Payroll Code - While not required, the payroll code can be entered for reporting purposes.
   • Taxbreak Location ID - Used for the Work Opportunity Tax Credits program and reporting purposes.
   • Federal EIN - Your Federal EIN/Tax ID is required for each location as the location's Federal EIN can differ from the Federal EIN entered in the Settings tab. The Federal EIN entered here will populate your W-4.
   • If the option for Locations to Customize Pay Card and Direct Deposit information has been enabled in Onboarding, you will have additional fields to customize the selected location.
     •  Has Pay Cards
     • Require Card Number
     • Has Direct Deposit
     • Require Direct Deposit
     • Maximum number of direct deposit accounts
     • Allow percent amount types
     • Allow dollar amount types

   

7. Save your changes.

You can learn more about managing your locations in Arcoro Unified here.

Optional

If you have enabled "Allow Locations to Customize Pay Card and Direct Deposit Information?" on the Settings tab, you will have additional fields like in the image below. You can use the given fields to customize your pay card and direct deposit information for the location, if necessary.