Locations are the states and offices your workers belong to. In the Admin view, go to Settings > Company > Locations and select Add New. Locations can't be deleted: you archive one instead, and only when no one is assigned to it.
Who can do this: Admins whose permission group includes Locations. Viewing needs the view permission, adding needs the add permission, and editing or archiving needs the edit permission.
Add a location
Select Admin in the Worker / Admin toggle at the top of the page.
Open Settings > Company, then select Locations in the left pane.
Select Add New.
Choose the State. It's required.
Solar and turf style companies: enter the Location Code (required). Tick Office (Work Location) if this location is an office.
For an office, enter the Office Name and the Office (Work Location) Address.
Fill in the installer field if your company uses it. Its label depends on your company type.
Solar and turf style companies: enter the redline values Min, Standard (required) and Max, with an Effective From date.
Select Add Location.
To change a location later, select the edit icon on its row, make your changes and select Update Location.
What a location does and doesn't do
Workers are assigned to a location (their office), and reports can be filtered by office.
The only pay setting on a location is the redline (Min, Standard and Max), and only at solar and turf style companies.
Commission, product and override rules are not set on a location. They're set on positions, products and the Override card on the Setup page.
There are no parent locations or regions, and you don't assign a manager to a location.
The Locations table
Column | What it shows |
State | The location's state. |
Location Code | Solar and turf style companies only. |
Office Name | The office's name. |
Work Site ID | The work site ID for the office. |
STD Redline | The standard redline (solar and turf style companies only). |
People | How many people are assigned to this location. |
Actions | Edit, change history and archive. |
Select Audit Log at the top of the page to see changes to all locations.
Archive a location
Move everyone off the location first. The archive icon appears only when People is 0.
Select the archive icon on the location's row and confirm. You'll see "Archived Successfully."
You can unarchive it later. You'll see "Unarchived Successfully."
On the mobile app
Locations can't be set up in the mobile app. Use a web browser.
Common questions
How do I delete a location?
You can't delete a location. Archive it instead, once no one is assigned to it.
There's no archive icon on a location.
People are still assigned to it. Transfer them to another office first. See Transfer a worker to another office.
What are Tax Setup and Add SUTA State?
They appear only for companies that run W-2 payroll through SequiPay on Sequifi, for state tax setup.
Related articles
Still stuck? Getting help from Sequifi Support.