PeopleMatter: Administrators: Units: How do I Add my Locations? (video)

Under Company Settings, the Units section allows the Administrator to configure the physical locations within your company. You may see Units listed as Locations or Stores.  

To Access Units: 

• Go to your Company Settings
• Select Units

To Add a Unit:

Note: All fields with a blue asterisk * are required.

• Click Add New
• Enter Unit Name
• Enter Unit Number.  If your organization does not use Unit Numbers, you can duplicate Unit Name
• Enter FEIN.  This field is required if you're using Work Opportunity Tax Credits in the system
• Enter Address, including Address 1, Address 2, City, State, and Postal Code
• Enter Email Address
• Enter Phone Number
• Enter I-9 Employer's Name.  This field is optional. If you leave this field blank, the Company Name listed within General Settings will display on Section II of the I-9
• Enter Brand Name for Job Boards. This field is optional. If populated, the name listed here will display on Job Boards such as Indeed

• Skip Industry Codes, this is not required. Not to be confused with Industry Type, Industry Codes were originally implemented to allow Admins to configure Peoplelytics. Peoplelytics was never fully realized as a new feature, but the Industry Codes field remains. Industry codes will not affect anything in the account
• Skip Advanced Configurations. These fields are used internally and may only be required if an integration is added to your account
• As it relates to Jobs, your organization's jobs will populate here.  In this section you will:
  • Use the Organizational Chart icon to indicate that the job exists at the locations in your organization.  Click the checkboxes to denote this job exists at the location. This makes the job available at this location throughout PeopleMatter
  • Use the Megaphone icon to indicate that the job is accepting applications. Click the checkboxes to denote this job is accepting applications at the location. This posts your jobs to your company's job application. (Note: If you are just beginning your system configurations, you may want to wait on this setting until you are ready for your job application to be live.)
  • Use the Letter I with Arrow icon to post your jobs to the Indeed job board. (Note: If you are just beginning your system configurations, you may want to wait on this setting until you are ready for your job application to be live.) 
• Check the box for Applicant Flow Change Reason if you choose. If you check this box, the manager will be required to enter a reason each time they change the statuses of applicants or candidates
• At the top of the form, ensure the status is turned to On
• Click Save and assign a Time Zone for that location
  • If you select the incorrect Time Zone for your location edit the zip code to prompt Time Zone selection again

Notes:

If your organization is already live and you are adding a new unit, please ensure the following if you are using E-Verify, Tax Credits or Integrations:

• E-Verify: If this location has the same FEIN as others, please contact Support here to add this location to your existing MOU
• E-Verify: If this location has a different FEIN, you need a new MOU. Click here to begin this process
• Tax Credits: Ensure the location's FEIN is listed and retrigger the feed to Tax Credits. Go to Tax Credit Processing in Settings and click the Save button to retrigger the feed to Synergy
• Integrations: If there are new locations that need to be added to the integration, contact Support and provide the following required information: 
  • Location Number
  • Location Name
  • Location Address (Address 1, City, State, Postal Code)
  • Email Address
  • Phone Number
  • Custom Field Values

If your organization is already live, adding a unit can impact many settings and workflows within the system. Use this checklist to ensure you have updated all necessary configurations related to adding a new unit. You may refer to units as locations or stores.

• Click here to use the Administrator Best Practice: Add a Unit Checklist to ensure you have updated all necessary configurations related to adding a new unit

For additional training regarding Units, please view the Configure Units eLearning Lesson: