Setting up Work Locations as Establishments

Country Pack - U.S.A. uses Sage People Work Locations to represent your organization's establishments. When set up you can link Work Locations to Establishment names using the Company Information page.

  1. Select the Work Locations tab and ensure Work Locations are defined for each establishment requiring a report.

    Sage People Country Pack U.S.A. adds fields to the Work Location object. You must complete the following fields for the Work Locations you need:

    Field

    What to enter

    Country

    Picklist. Select USA or United States Minor Outlying Islands as appropriate, not United States.

    If the picklist does not contain USA, add it:

    1. Go to Objects:

      • In Salesforce Classic: go to Setup > App Setup > Create > Objects.

      • In Salesforce Lightning: go to Setup > Platform Tools > Objects and Fields > Object Manager

    2. Select the Label for Work Location.

    3. Select the Country field: 

      • In Salesforce Classic: select the Field Label for Country

      • In Salesforce Lightning: Select Fields & Relationships, then select the Field Label for Country.

    4. In the list of Values select New.

    5. On the Add Picklist Values page enter USA.

    6. Select Save.

    Employer Identification Number

    The unique nine digit number issued by the U.S. Internal Revenue Service (IRS) to identify businesses operating in the United States, and used solely for tax administration.

    DUNS Number

    The unique nine digit identifier issued by Dun & Bradstreet for each establishment.

    State Abbreviation

    Picklist. Select the picklist and choose the ANSI two letter code for the State location.

    Unit Name

    Mandatory. The name of the establishment. Unit Name can differ from Work Location Name if needed.

    Unit Number

    Issued by EEOC for your EEO reporting. If you are setting up this Work Location for EEO reporting and this is the first time you have submitted the EEO-1 report leave Unit Number blank.

    If these fields are not displayed by default, add them to the page layout.

  2. Select:

    • Save to save the Work Location details you entered and display the Work Location detail page.

    • Save & New to save the Work Location details and display another New Work Location page for you to complete.

    • Cancel to discard your changes.

  3. Ensure all Team Members are assigned a Work Location so that reports generated for each location gather data on all employees.