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
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.
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.
Fig.3 - Locations page
Fig.4 - New Location Screen
How to find out the GUID?
This will then create an Excel spreadsheet export with the specific GUIDS in.
Fig.5 - HR > Reports > Export
Fig.6 - Example GUID Report
Creating Groups for New Locations
Fig.7 - Groups tab
Fig.8 - Group Edit Screen
Group Detail Fields
Fig.9 - Group Detail Fields Explained
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
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.
Fig.6 - Example GUID Report
Creating Groups for New Locations
- To create a new group, select the Groups tab in the console.
- Select New
Fig.7 - Groups tab
- Complete all required fields. Any fields highlighted with Red are mandatory
Fig.8 - Group Edit Screen
Group Detail Fields
Fig.9 - Group Detail Fields Explained
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