v7 FreeBalance Help

Work Location provides information regarding where each employee works.

To CREATE a Work Location, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Click on the New icon   (you will then be in Insert Mode).
2. Enter the new Work Location information.  Fields with an asterisk  are mandatory fields.
3. Enter the Code, click on the Active checkmark, and select the Language, as required.

• Code: Unique identification code of the work location.
• Active:  Active Status - if checked, Work Location is available.
• Language: Language used.

4. Enter Name.   

• Name: Name of the Work Location.

To ADD Contacts to the Work Location, if required:

1. Click on the  tab and then click on the New icon to enter Contacts (refer to Contacts for more information).

2. Click on the Save and Return icon to save the Contact information and return to Work Locations, or click on the Discard icon  to discard the Contact entry and return to Work Locations.

3. Click the Remove icon to remove the selected Contacts, if required.

4. Click the individual Select Checkbox (es) to select and de-select the Contact (s), as required, or click the Select All icon  or Unselect All  icon, to select all Contacts or de-select all Contacts, if required.

Click on the Save icon  at the bottom of the Work Location to save your new Work Location information. A window will appear to confirm.