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

 Under Company Settings, the Units section allows the Administrator to configure the physical locations within your company.

From this page, they will be able to add new locations or disable any existing locations as needed.

Please note: Billing for the use of PeopleMatter is tied to the number of active units you have. You may see Units listed as Locations or Stores.  

To Access Units

• Go to your Company Settings
• Select Units

Fig.1 - Unit settings

To Add a Unit

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

• Select 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 left blank, the Company Name listed within General Settings will display in 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

Fig.2 - Manage Unit

• 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.  Select 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. Select 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
• Select 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

Fig.3 - Manage unit job settings

Deactivate a Unit

• On the Units page, select the name of the unit under the Unit List
• Mark the unit as inactive by changing the Status toggle to off

Fig.4 - Deactivating a unit using toggle

Please note: Billing for the use of PeopleMatter is tied to the number of active units you have. You may see Units listed as Locations or Stores.  

You can also find how to do this at 3:03 in our Video Guide Below

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. Select 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 select 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 the checklist below to ensure you have updated all necessary configurations related to adding a new unit. You may refer to units as locations or stores.

• Select 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

Video Guide