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Manage workplaces

Add, edit, deactivate, or reactivate a workplace, and add employees to it, make it their primary workplace, or remove them from it.

  1. Go to Workplaces from the sidebar under People.

  2. To add a new workplace, click "Add workplace", enter the location name and full address, then click "Create workplace".

  3. To deactivate a workplace, click the trash-can button on its row on the "Active" tab. To bring one back, open the "Deactivated" tab and click the circular-arrow button on its row.

  4. To edit a workplace or manage the employees assigned to it, click its name to open its page.

Note: Workplaces determine local tax jurisdictions for employees assigned to them. Make sure each workplace has an accurate address so taxes are calculated correctly.

When a workplace address isn't recognized

  1. After you enter a new workplace's address and click "Create workplace", Freedom verifies the address. If it can't be verified, you'll see the message "The address was invalid. Did you mean this one?" along with a suggested corrected address.

  2. Review the suggested address, then click "Use this address" to fill it into the form.

  3. Click "Create workplace" again to finish adding the workplace with the corrected address.

Note: If no suggested address appears, Freedom couldn't verify the address at all. Double-check the street, city, state, and ZIP, then try again.

Deactivate or reactivate a workplace

  1. Go to Workplaces from the sidebar under People.

  2. Open the "Active" tab. Use the search box or the "Filter by state" menu to find the workplace.

  3. Click the trash-can button on its row. Its label reads "Deactivate" followed by the workplace name.

  4. In the confirmation, "What changes" says no one can be assigned to the workplace anymore and past payrolls still show it. "Last workplace in a state?" says that if this is your last active workplace in that state, deactivating it ends your company's tax presence in that state. Click "Deactivate" to confirm.

  5. To bring a workplace back, open the "Deactivated" tab and click the circular-arrow button on its row. Its label reads "Reactivate" followed by the workplace name. It reactivates right away, with no confirmation.

Note: You can't deactivate a workplace while employees who are active or haven't started yet are assigned to it. The button is grayed out, and pointing at it shows how many employees still work there. Remove the workplace from their profiles first, for example with "Unassign" on the workplace's page. You can reactivate a workplace any time.

Add employees to a workplace

  1. Go to Workplaces, then click the name of the workplace to open its page.

  2. Click "Add employees". This button appears only on active workplaces.

  3. In the window that opens, select each employee you want to add. Employees are grouped by their current primary workplace, and you can select a group's box to select everyone in it. Search by name to find someone. Terminated employees stay hidden until you select "Show terminated".

  4. For an employee who already has a primary workplace, choose "Primary" or "Other". "Primary" makes this workplace their primary workplace, the one a new earning on a payroll starts with, and keeps their current one on their profile. "Other" adds this workplace and keeps their current primary. An employee with no primary workplace is added as primary.

  5. Click the button that reads "Add" and the number you selected, for example "Add 3 employees". The next screen shows how many you are adding "as primary" and "as other". Click the same "Add 3 employees" button there to confirm, or "Back" to change your picks.

Note: For employees you add as primary, the confirmation names the workplace being replaced as primary (it stays on their profiles). It also says that starting with the next payroll, their hours on autopay and draft payrolls are recorded at this workplace. If only some employees save, the window shows how many were added. Try again for the rest.

Make a workplace an employee's primary workplace

An employee's primary workplace is the one a new earning on their payroll starts with. Their other workplaces are the other choices in the earning's "Workplace" menu.

  1. Go to Workplaces, then click the name of the workplace to open its page.

  2. Find the employee in the list. The "Primary workplace" column shows where they are primary now.

  3. Open the actions menu (the three dots) at the end of their row and click "Make primary". To change several employees at once, select their boxes and click "Make primary" above the list.

  4. In the confirmation window, click "Make primary".

Note: The employee's old primary workplace stays on their profile as another workplace ("Still works at"), unless it has been deactivated. "Make primary" doesn't appear for employees who are already primary at this workplace, or on a deactivated workplace.

Unassign employees from a workplace

  1. Go to Workplaces, then click the name of the workplace to open its page.

  2. Open the actions menu (the three dots) at the end of the employee's row and click "Unassign". To unassign several employees, select their boxes and click "Unassign" above the list.

  3. In the confirmation window, check what happens to each employee. Someone with other workplaces keeps them, and if this was their primary, the window shows which workplace becomes primary. Someone whose only workplace is this one needs a new one: choose "Choose now" and pick a workplace under "Choose a workplace", or leave "Assign later" selected.

  4. If an upcoming payroll has earnings at this workplace for these employees, the window lists it by payday. Note which paydays are listed.

  5. Click "Unassign".

  6. To fix a payroll you noted, go to Pay in the sidebar and open that payroll. Find the employee's earnings, change "Workplace" on each one to a workplace they still work at, then click "Save & review".

Note: The window warns "Can't be paid until assigned" for an employee left with no workplace. Give them one on their profile or from another workplace's page. To change the workplace on a payroll that is already approved, see Correct a payroll error.

Edit a workplace's name or address

  1. Go to Workplaces, then click the name of the workplace to open its page.

  2. Click the pencil button next to the address. Its label reads "Edit workplace".

  3. Change the "Name", "Street address", "Apt, suite, etc.", or "ZIP code". "City" and "State" are grayed out and can't be changed.

  4. Click "Save".

Note: For a new city or state, add a new workplace instead of editing an existing one.

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