Fourth Engage - Creating New Locations – Customer Care

Overview

This article explains the process to configure new locations within Fourth’s Workforce Management system and the Engage console when a new site has been created.

This configuration will ensure that any employees created within the new location will automatically be activated and receive a welcome email for Fourth Engage.

For a list of all available Fourth Engage administration articles, please visit: Fourth Engage - List of Knowledge Articles.

Enabling Fourth Account Service by Location

Log in to the Workforce Management solution
Go to HR > Company Admin > Locations

Fig.1 - Company Admin > Locations

Within the Location page in the Workforce Management solution (HR/Company Admin/Locations) there is a tick box to activate by site.

Tick Enable Fourth Account Service and then select Save - this cannot be unticked once it has been saved

Once this setting has been ticked, it will allow activation of the account service for any existing employees within that site. However, any new employees that are created after this setting is changed will automatically be activated and receive their Welcome email.

Fig.2 Location Settings Screen

How To Create A New Location within the Engage Console

To create locations within the Engage app, Admin access must be used.

Once logged in, go to the Locations tab and select Create New Location

Fig.3 - Locations page

Complete all required fields (mandatory fields are marked red)
- Location Name – Your chosen location Name
- Country – Country where the location is based
- Brand – By selecting the magnifying glass a list of brands will appear
- Trade Simple Location – This is the GUID ID. There are GUIDs for specific Job Roles, Locations and Divisions. See below on how to find out GUID
Once all fields are complete, select Save - This will create a new Location

Fig.4 - New Location Screen

How to find out the GUID?

Go to the HR module within the HR & Payroll system.
Select Reports > Exports
Choose GUID Location, Division, Job Title UDG and then Run Report

This will then create an Excel spreadsheet export with the specific GUIDS in.

Fig.5 - HR > Reports > Export

The GUID Report will list the GUID references to a specific job title, Location etc. Ensure that the correct GUID is input so that the Location is visible to the correct users.