Locations, Divisions, Departments, and Reporting Establishments

The first workforce structures to be defined are the locations where business is conducted, or which are of interest to the business.

Locations, Divisions and Departments

To create or manage locations:

Navigation: Setup and Maintenance > Tasks > Search > Manage Locations

1. Click Create.
2. On the Create Location page, provide the required information and click Submit.

You can create Divisions and Departments by using the same navigation and selecting the Manage Divisions and Manage Departments tasks respectively.

Reporting Establishments

To create reporting establishments:

Navigation: Setup and Maintenance > Tasks > Search > Manage Reporting Establishments

1. Click Create.
2. Select Create new to create a new reporting establishment or choose Select an existing organization to define as a Reporting Establishment if the reporting establishment is an existing TRU.
3. If you choose to select an existing organization, the Search: Organization section is displayed.
4. Select Tax Reporting Unit in the Classification field and click Search. Then click Select Organization for the TRU you want to work with.
5. In the Reporting Establishment Description section, provide the required information.
6. Click Next to provide additional details, and then review and submit.