When your business is scaling new heights, your employees are increasing at an equal pace. You may be opening offices at different locations in your country or having offices all over the globe. With more offices, complexities increase too. You have dedicated HR partners for different regions, you need to keep tabs on the open roles in each location, ensure that the time-off policies are correctly assigned to all the employees, and so on. How do you manage all of these tasks effectively? Enter Location Hierarchy by Freshteam.
What is Location Hierarchy?
As the name suggests, Location Hierarchy lets you organize your locations hierarchically.
They consist of Smart levels. These are hierarchical levels for grouping your locations. Currently, Freshteam lets you add your locations in 3 hierarchical groups. These can be the Smart levels in Freshteam, such as Country, State/Province, and City. Else, you can create custom levels that work in your company.
Using the smart levels, we’ll automatically map the locations based on the Country, State, or City details mentioned while adding the location.
If you are using the custom levels, you can associate each location to the levels that you add.
If you need to reorganize the values among different levels, please get in touch with firstname.lastname@example.org.
How to enable Location Hierarchy?
- Move to Settings > General > Locations.
- On the top right, click Setup Location Hierarchy.
- Select the smart levels in which you want to organize your locations or create custom levels.
- Confirm the selection and
Save your choices.
Once you enable Location Hierarchy, the location filter in all search results will be hierarchical and will look like this:
How to create a new branch location:
- Click + Add location on the top right.
- Enter the Branch name and the Smart level details (Country and State). Freshteam works with Google Maps API and maps the locations automatically.
- If the country or the State is new and does not exist in Freshteam already, you can include them here.
- Enter the timezone and the Date format.
- Hit Save.
Use Cases where Location Hierarchy is helpful:
- While searching for an employee.
For example; You are looking for the number of contract employees working from 10 different locations in India. Instead of entering those individual locations, you can now directly look for India as a country. This will list out the contract employees belonging to all the 10 locations.
- While assigning a location to an HR partner
You are the HR partner for all the offices in Europe. Instead of assigning individual locations under your name, it is now possible to assign the entire Europe region to you. As a result, the next time a new office opens up in Europe, it is automatically assigned to you.
- While checking active roles and requisitions
You want to look for the number of open roles in a particular region or the number of active job requisitions in a specific city.
- While adding Employee ID sequence
Each region might have an employee ID sequence of its own. With Location hierarchy, you can add ID sequences unique to that region.
- While mapping employees to a time-off policy
Instead of individually adding the location groups to a time-off policy, you can now add them collectively. For example, if you have 7 different office locations in the US, you no longer need to assign each location group individually. Add the entire US country/region, and all the employees from the US offices will be automatically mapped to the said time off policy.
Things to keep in mind: 1. Once you have enabled location hierarchy, you will not be able to make changes to the smart levels. You will only be able to add new branch locations but cannot rearrange the values. If is it necessary to do so, contact Freshteam support. 2. Once disabled, all the original setup will be lost. On doing so, if you have made changes to employee ID sequence, or the time-off policy based on location hierarchy, it will be reverted to the default values.