Exact Synergy Enterprise

Overview of locations

Menu path

Modules ➔ HRM ➔ Setup ➔ Organisation ➔ Locations

Introduction

On this page, you can view a list of locations as well as create or delete the location entries. Locations are used to indicate where people are currently located, and can be used as a criterion to search for people in the system.

Roles and rights

All users can view the list of locations. However, to create or modify location entries, function right 97 — Maintain locations is required. By default, users with the HR role have this function right.

Note:

• For more details on function rights, go to Modules ➔ System ➔ Setup ➔ Security ➔ Function rights.
• For more details on roles, go to Modules ➔ System ➔ Setup ➔ Security ➔ Roles.

What version are you using?

The information in this document is applicable to product update 260 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I view the details of the locations?

1. On the HRM: Locations page, click the hyperlinked code in the Code column.

How do I create location entries?

1. On the HRM: Locations page, click New.
2. On the HRM: Location - New page, fill in the required information.
3. Click Save.

Keep in mind: All fields with the "!" icon are mandatory.

How do I modify the location entries?

1. On the HRM: Locations page, click the hyperlinked code in the Code column.
2. Make the necessary changes.
3. Click Save.

How do I delete the location entries?

1. On the HRM: Locations page, select the check boxes of the corresponding location entries to be deleted.
2. Click Delete. A message "Are you sure that you want to delete this record?" is displayed.
3. Click OK to confirm the deletion.

Keep in mind: You cannot delete a location that is currently linked to a person.

Related document

• Creating and modifying location entries