Exact Synergy Enterprise

Creating and modifying location entries

Menu path

HRM à Setup à Organization à Locations

Introduction

On this page, you can create, modify, or delete the location entries.

Roles and rights

To create or modify locations, function right 97 – Maintain locations is required. Users with the HR role have this function right.

Notes:

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

What version are you using?

The information in this document is based on product update 250.

How do I create location entries?

1. On the HRM: Locations page, click New.
2. On the HRM: Location - New page at Code, type the code of the location.
3. At Description, type the description or name of the location.
4. Type or select the country code at Country to indicate where the location is.
5. Fill in other information.
6. 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, click the hyperlinked code in the Code column.
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 entry that is currently linked to a person.

Related documents

• Exact video library
• Overview of locations