Creating a Location

To add a location:

1. Navigate to the Locations List
2. Select Create Location

3. Enter a Location Identifier. 
   • This is a system code for the location. It does not need to be the same as the location name. 
4. Enter a Location Name.
5. Enter the Address, Address Line 2, City, State/Province/Region, Zip/Postal Code, and Country.
   • Note that the location address is used as the work address for the Tax Wizard
   • When the Country is US, CA, or AU, valid State/Province/Region must be entered
6. Enter the State and Federal EIN (These are optional)
   • These are informational only
7. Enter the Contact Name
   • This is the default contact for employee processes assigned under the location
8. Select the Brand
   • This will control the customization the employee experiences when completing a process flow at the location
9. Select the Location Group (this is optional)
10. Enter the Form I9 Company ID
    • This is an ID that was received during the I9 registration process. What is entered in this field determines what business address will display at the bottom of Form I9 section 2. 
11. Select Save