Setting up locations makes sure that job postings show the correct place and that each location uses the right tax info for onboarding and payroll. It also helps organize your hiring data and makes it easier to track reports or assign teams.
Every location needs to be linked to a Tax Entity (EIN). This connects the right tax forms and lets specific onboarding fields get filled in automatically.
š Access needed: You need the "Manage locations" permission to proceed. If you need access to this setting, reach out to your Super Admin.
āCreating a new location in admin view.
Add a location
Accessing locations
Add the address - Once the setup window opens, you'll start in the Address tab. Follow these steps:
Select a brand from the Brand ā¼ menu.
Give this location a name.
Add the address:
Fill with Google: Enter your location in the text box then drag the red pin to the correct address.
I donāt have a physical address: Create a location without an address for remote positions. Enter the City, State, Zip/Postal code and Country.
Important: Not all job boards support fully remote positions. To maximize your job postingsā visibility, make sure to follow each job board's policies.
Fill out any additional required fields. These are custom fields specific to your companyās setup, often added for things like integrations or reporting. If you're unsure what to enter, check with your team.
Once all the information has been added, click Create.
Once you're in the Tax information tab, select a tax entity from the Linked Tax Entity ā¼ menu.
Note: Can't find the tax entity you want to link? Learn how to add and manage your tax information (EIN).
Once the Linked Tax Entity is selected, click Create and the location will be added to your account.
Make changes to a location
ā ļø If you're using Workstream Payroll, the option to delete a location isn't available to protect important payroll data. If you need to delete a location, please contact our Support team.
In Admin View, go to Locations.
Select the three-dot menu (ā¢ā¢ā¢) next to the location you want to edit or delete.
Select Edit or Delete.