Company Management – Hierarchy -Adding and Linking Addresses to Hierarchies

From the Navigation Pane

Expand   Company Management

Expand   Hierarchy Setup

Double-click on  Hierarchy

Tick the applicable Hierarchy that you want to use for geographical location. Branch will be used in the guide as an example.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Each hierarchy items address must be loaded on the company entity record, for it to be available to link to the item.

From the Navigation Pane

Expand Entity Management

Expand   Company

Double-click on  Employer

Double-click on the applicable Company

Click on  Detail tab

Click on  Addresses

 

 

 

 

 

 

 

 

 

Add an address for each hierarchy item by clicking on the “New Record” button:

 

 

 

 

 

Complete the address in the section shown below, and Save:

 

 

 

 

Once you have setup the address on the company entity record, you can link the address on the hierarchy item.

From the Navigation Pane

Expand   Company Management

Expand   Hierarchy setup

Double-click on  Hierarchy

Click on  the applicable Hierarchy Header

Click on   ellipses button under the Address column

 

 

 

 

 

 

Use the filter section to search for the company entity record that you loaded the addresses on, and select the applicable address.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

A new Parameter has been added to allow users to change the IRP5 Certificate name per

database.

 

Currently the IRP5 Number looks like this:

7000000000 2018 02 SAGE 0001 000001

 

 

• Company Rule PAYE number

 

 

 

You can do this for all the hierarchy items, and Save once done.

The employee needs to be linked to the correct hiearchy item for the address to pull through on employee level.

From the Navigation Pane

Expand   Employee Management 

Double-click on  Employee

Double-click on the applicable Employee