How To Edit Locations via List Management

This article provides you with an overview of the Locations list in Flare and outlines how to edit the list, its purpose and where it appears in Flare. 

 

Locations allow you to identify the employee's primary working location when adding their details into Flare.

Locations can included: Head Offices, physical sites (retail or satellite offices)

Locations can also be added based on legal entity, this allows you to specify that only employees within a specific entity will have the location option available.

 

Where does this field appear:
- Organisation > Manage Employees > Add a new person
- Employee > Employee Details > Role

 

Follow Me.

To Edit or add to your Locations:

1. Go to:  Settings > Setup > List Management

2. In the look up list select Locations:

3. Make the required changes below

a. Select "Add Item" to add a new location to your list, enter the name, legal entity and update 

b. Select "Edit" next to the required location and you can change the name displayed, update the legal entity. Make the change and update

c. Select "Delete" next to the required location to delete and confirm the deletion

Note: Only locations that have not been used or do not have employees assigned (in any status) can be deleted. Any edited locations will update in display automatically on the role page. You will also need to remove the Legal Entity from the location and Save before deleting.

 

Prefer to watch the video:

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