In this article we will go over the location billing and location payroll settings as well as additional attributes and how you can edit them for a location.
- How to Manage Location Billing Settings
- How to Manage Location Payroll Settings
- How to Manage Location Additional Attributes
How to Manage Location Billing Settings
To manage the location billing settings:
1. Log onto the Trackforce Valiant web portal as an Admin or Supervisor.
2. Hover over the TLM Module and click Location in the Schedule Maintenance section.
3. Click on the location you want to manage the Location billing settings for.
4. In the Main Form section at the left hand side of the page click Billing Settings in the Related Information sub-section.
5. There are 5 individuals sections of information in a viewable format.
To view the information of any section click the expand button on the left.
6. To edit the information of any section click the Edit button on the bottom right hand side of the page.
This will open the information fields and allow you to edit.
7. Once all sections have been filled out as desired click the Save button at the bottom right hand side of the page.
8. A green SUCCESS banner will let you know that the billing settings for the location has been successfully created.
How to Manage Location Payroll Settings
To manage the location billing settings:
1. Log onto the Trackforce Valiant web portal as an Admin or Supervisor.
2. Hover over the TLM Module and click Location in the Schedule Maintenance section.
3. Click on the location you want to manage the customer payroll settings for.
4. In the Main Form section at the left hand side of the page click Payroll Settings in the Related Information sub-section.
5. The Payroll Settings will display the current Tax Territory for that Location.
NOTE: You have the option to click the Edit button at the bottom right hand corner of the page to view the tax territory details, change or create a new tax territory. This is usually managed in conjunction with your payroll administrator.
NOTE: If the Edit and Show buttons are greyed out it means there are no current Tax Territories and you only have the option to create one. Again, the payroll administrator is the one that builds this out.
6. The current tax territory will be displayed in the Tax Territory: field. To view or change additional tax territory options click the drop down menu. to view the select from an existing Tax Territory or click on the Create button.
7. In the Create Tax Territory pop up window fill in the Description: and Payroll Tax Territory Code: and then click the Save button at the bottom hand hand side of the page.
8. A green pop up SUCCESS banner will let you know that the payroll settings for the location were saved successfully.
How to Manage Location Additional Attributes
To manage location additional attributes:
1. Log onto the Trackforce Valiant web portal as an Admin or Supervisor.
2. Hover over the TLM Module and click Location in the Schedule Maintenance section.
3. Click on the location you want to manage the customer billing settings for.
4. In the Main Form section at the left hand side of the page click expand the Additional Attributes sub-section.
5. There are 7 individual additional attributes you can view and edit.
Contacts (1)
Clicking the Contacts option allows to to view any existing location contacts or click the Create New button to add a contact(s) to a location.
If creating a new contact fill out the desired fields of contact information.
Once the information is filled out you can click the Save button at the bottom right hand corner or you can add additional contacts by clicking the Save & New button.
Employee Matrix (2)
Clicking the Employee Matrix option allows you to view any existing employee matrixes set up for this specific location.
An Employee Matrix allows the employee pay rate to be overridden for this location.
How to Create an Employee Matrix will be discussed in another Help Center Article.
Holidays (3)
Clicking the Holidays option allows you to view any existing holidays with their start and end times.
How to Create a holiday will be discussed in another Help Center Article.
Location Rate Differences (4)
Clicking the location rate differences option allows you to view any existing location time ranges that have differences in the pay rate for specific hours in a shift.
For example: a graveyard shift may pay a higher rate during specific hours.
How to Create a Location Rate Differences will be discussed in another Help Center Article.
OSHA History (5)
Clicking the OSHA option allows you to view any existing OSHA History by Annual Average Employees and Business Unit for this specific location.
How to Create OSHA History will be discussed in another Help Center Article.
Positions (6)
Clicking the Positions option allows you to view any existing positions set up for this specific location.
You will also the option to click on the Actions drop down arrow and Create a new position.
Creating a new position is discussed in detail in the Help Center article Creating a New Smartforce Position.
Rate Effective Dates (7)
Clicking the Effective Dates option allows you to view any existing rates set up for positions under this specific location.
How to Create a new rate effective date will be discussed in another Help Center Article.
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