Create and Manage Offices

This guide will instruct you on how to add, edit, or delete your organization's Offices.

In this article:
Offices Overview
Add an Office
Update an Office
Delete an Office

Offices Overview

Offices are tied primarily to Role Setup. They are also key to setting up the following areas:

• Performance Reviews
• Requisitions
• New Hire Packets
• Roles
• User Profiles

Add an Office

1. Navigate to Office Setup via Tools>Setup>Roles/Departments/Offices. Select the Office Tab.

   

2. To add an Office, select the Add Office Dropdown Menu. Select Add Office.

   

3. Create a new Office. Required Fields for Office creation are:

   • Office Name
   • Address 1
   • City
   • State/Province
   • Country
   • Zip/Postal Code

   

4. Optional Field Explanations

   • Head of Office: An employee designated as the Regional Manager or location head of an Office. This role can be added as an approver on requisitions and offer letters (and their associated templates), and onboarding task approvals.
   • Site Coordinator: The employee overseeing onboarding in a specific location/region/office. This role can be added as an approver on requisitions and offer letters (and their associated templates), and onboarding task approvals.
   • Custom Office ID: A custom ID for the office. This field is primarily used for our Chick-fil-A Payroll Integration and houses the store ID. It does not have other uses within the ClearCompany system.

   Alternative: Remotely Located Offices

   If the Office has no physical address, select the Nationwide Office Toggle to bypass the Address Fields. Notice that the Address Fields will disappear when enabled.

   

5. When finished, select Save.

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Note

The Free Job Board Feed will use the Zip Code to determine the Posting Location or Post as a Nationwide Location if this Toggle is enabled. Some of our Free Job Boards will require a Sponsorship for Nationwide Postings to be hosted successfully on the Job Board. Reach out to your Customer Success Manager for more information regarding Nationwide Postings if you intend to use them with the Free Job Board Feed.

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Update an Office

1. To edit an existing Office via Office Setup, select the Office you would like to edit from the list. Select Edit.

   

2. Make any necessary updates to the Office.
3. When finished, select Save.

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Delete an Office

  Important Note: Deleting an Office is permanent and cannot be undone.

1. Via the Office Edit Page, you can delete an Office from this page by selecting Delete Office

   

2. If any Users/Requisitions are associated with this Office, a prompt will appear with the number of Users/Requisitions associated with it. You will need to reassign these Users/Requisitions to a new Office via the Dropdown Menu provided before deletion.

3. Once a new Office is selected, select Reassign and Delete.

   

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Note

If you have a System of Record integrated, changes to offices (including merging or deactivating duplicates) should be managed carefully to avoid conflicts or data being overwritten by the integration. Offices may be updated automatically from your System of Record.