Sandata Agency Management 04-Location Detail Window

The Location Detail window displays information and settings about a location’s payroll, shifts, tax codes, and other details specific to them.

General Tab Closed

The General tab on the Location Detail window displays basic identifying information about the location such as physical address, region, and tax code details.

General

The General section on the General tab displays basic information about the location.

Field	Description
ID	Displays the location identification code. This code is entered when the location is created.
Name	Use this field to enter the location name.
VNS Borough	Use this dropdown to select if the location is associated with a VNS Borough.
This Location is Active	Select this checkbox to indicate that this location is active.
Region	Use this field to enter the location’s region.

Address/Phone Numbers Closed

The Address/Phone Numbers section on the General tab displays physical address and phone information.

Field	Description
Address	Use this field to enter the location’s address.
City	Use this field to enter the location’s city.
State	Use this field to enter the location’s state.
Zip	Use this field to enter the location’s zip code.
Phone	Use this field to enter the location’s phone number.
Fax	Use this field to enter the location’s fax number.
Use as Remit Address	Select this checkbox to use this address as the location’s remittance address.

Tax Codes

The Tax Codes section on the General tab displays the tax code settings for a location.

Field	Description
Default City Tax Code 1	Use this dropdown to select the default city tax code.
Default State Tax Code 1	Use this dropdown to select the default state tax code.
Default City Tax Code 2	Use this dropdown to select the secondary city tax code.
Default State Tax Code 2	Use this dropdown to select the secondary state tax code.

Shift Tab

The Shift tab on the Location Detail window displays information about shift types, hours, and days of the week as defined by the company.

Shift Information Closed

The Shift Information section of the Shift tab displays information about the company’s shift groups and which are currently active.

Field	Description
Shift Group	Use this field to enter the name of the shift group.
Active	Select this checkbox to indicate that the shift group is active.
Default	Select this checkbox to indicate that this is the default company shift group.

Add a New Shift Group Closed

To add a new shift group to a location:

Go to the Shift tab on the Location Detail window under Main Menu > Admin > System Setup > Locations > Location.
Select the Add icon.
Enter the name of the new shift.
Select the Ok button.

Remove a Shift Group Closed

To remove an out of date or invalid shift group:

Go to the Shift tab of the shift group to be deleted on the Location Detail window under Main Menu > Admin > System Setup > Locations > Location > Shift Group.
Select the Delete icon.
Select the Ok button.

Shift Times Closed

The Shift Times section of the Shift tab displays the names and times of the shifts as established by the company.

Field	Description
Shift Name	Use this field to select the shift name.
Begin Time	Use this field to enter the shift begin time.
End Time	Use this field to enter the shift end time.

Add a New Shift Time Closed

To add a new shift time:

Go to the desired Shift tab on the Location Detail window under Main Menu > Admin > System Setup > Locations > Location > Shift Group.
Select the Add icon.
Complete the fields to enter shift details.
Select the Save button.

Remove a Shift Time Closed

To remove an invalid or out of date shift:

Go to the desired Shift tab on the Location Detail window under Main Menu > Admin > System Setup > Locations > Location > Shift Group.
Select the shift to be removed.
Select the Delete icon.

Weekend Information Closed

The Weekend Information section of the Shift tab displays information about the company’s designated weekend days.

Field	Description
Start of Weekend	Use this dropdown and field to select the start of weekend day and time.
End of Weekend	Use this dropdown and field to select the end of weekend day and time.

Payroll Tab Closed

The Payroll tab on the Locations Detail window displays pay, holiday, and overtime rates in addition to other settings needed when performing payroll.

Any payroll settings including overtime that are set at the location level override the corresponding settings at the company level.

Payroll Settings Closed

The Payroll Settings section on the Payroll tab displays basic information about payroll frequency, identification numbers, and other settings.

Field	Description
Wk Begins	Use this dropdown to select when the pay week begins.
Payroll ID	Use this field to enter the payroll ID number.
Count Holidays first when calculating for overtime	Select this check box to include holiday hours prior to calculating overtime.

Payroll Base Closed

The Payroll Base section on the Payroll tab displays rate information and salary cap details that are calculated when doing payroll.

Field	Description
Multiplier	Use this field to enter the payroll multiplier.
Base Rate	Use this field to enter the payroll base rate.
Weekly	Use this field to enter the weekly hour amount.
Overtime based on	Use this dropdown to determine how overtime is calculated.
OT Warn Only during a schedule creation and update.	Select this checkbox to receive a warning that a staff member is entering overtime when creating or updating a schedule.

Waittime Settings Closed

The Waittime Settings on the Payroll tab contain the following fields:

Field
Staff Base Rate
Schedule Rate

Other Information Closed

The Other Information section on the Payroll tab displays holiday rate information and additional export settings.

The dropdown next to the Hourly Holiday and Visit Holiday rate fields can be used to increase the rates by either a dollar amount or a set multiplier.

Field	Description
Pay Holiday Rates	Select this checkbox to enable holiday pay rates.
Hourly Holiday	Use this field to enter the hourly holiday amount pay rate.
Visit Holiday	Use this field to enter the visit holiday pay rate.

Overtime Rates Closed

The Overtime Rates section on the Payroll tab displays the overtime rates by service.

Field	Description
Service	Use this field to select the service.
Event	Use this field to select the event code.
Multiplier	Use this field to enter the rate multiplier.
Rate	Use this field to enter the rate amount.
Effective Date	Use this field to enter the effective date of the rate.

Add a New Overtime Rate Closed

To add a new overtime rate:

Go to the Payroll tab on the Location Detail window under Main Menu > Admin > System Setup > Locations > Location > Payroll.
Select the Add icon.
Select Edit.
Complete the fields to enter new overtime rate information.
Select the Save button.

Edit an Overtime Rate Closed

To make changes to an existing overtime rate:

Go to the Payroll tab on the Location Detail window under Main Menu > Admin > System Setup > Locations > Location > Payroll.
Select Edit on the rate to be edited.
Complete the fields to make the necessary edits.
Select the Save button.

Remove an Overtime Rate Closed

To remove an out of date or invalid overtime rate:

Go to the Payroll tab on the Location Detail window under Main Menu > Admin > System Setup > Locations > Location > Payroll.
Select the rate to be deleted.
Select the Delete icon.

Holidays

The Holidays tab on the Location Detail window displays all holidays established by the company including their beginning and end times, pay amounts and more.

Search Criteria Closed

The Search Criteria section of the Holidays tab displays the search filters that can be used to locate a holiday.

Field	Description
Begin Date	Use this field to filter for holidays beginning with this date.
End Date	Use this field to filter for holidays ending with this date.
Filter Type	Use this dropdown to select the filter type.

Holidays

The Holidays section on the Holidays tab displays information about various holidays that have been created in the system.

Field	Description
Holiday	Use this field to enter the holiday name.
Begin Date	Use this field to enter the holiday beginning date.
Begin Time	Use this field to enter the holiday begin time.
End Date	Use this field to enter the holiday end date.
End Time	Use this field to enter the holiday end time.
Full Day	Select this checkbox to indicate that the holiday is a full day.
Pay	Select this checkbox to indicate that this is a paid holiday.
Global	Select this checkbox to indicate that this is a holiday for the entire company.
Pay Type Hourly	Use this field to select the holiday pay type rate.
Pay Inc/Multi Hourly	Use this field to enter the holiday multi hourly amount.
Earnings Code	Use this field to select the holiday hourly earnings code.
Pay Type Visit	Use this field to select the holiday visit rate.
Pay Inc/Multi Hourly Visit	Use this field to enter the holiday visit amount.
Earnings Code	Use this field to select the holiday visit earnings code.

Add a New Holiday Closed

To add a new holiday or event:

Go to the Holidays tab on the Locations Detail window under Main Menu > Admin > System Setup > Locations > Location > Holidays.
Select the Add icon.
Enter the holiday name.
Select the Ok button.
Complete the fields to enter holiday information.
Select the Save button.

Remove a Holiday Closed

To remove an invalid or out of date hobby:

Go to the Holidays tab on the Location Detail window under Main Menu > Admin > System Setup > Location > Locations > Holidays.
Select the holiday to be removed.
Select the Delete icon.
Select the Yes button.