Managing Locations, Departments, and Positions in Beyond
Overview
Beyond allows you to set up locations, departments, and positions that can be assigned to employees. These groupings help you organize your workforce and make it easier to filter information across the system.
For example, if you operate multiple locations, you can run payroll separately for each one. Departments and positions only need to be created once, and they can be applied across all locations.
Adding New Locations, Departments, or Positions
- Go to Company > Loc/Dep/Pos.
- Click the “+ Add” button in the upper right-hand corner.
- Select the type of grouping you want to create (location, department, or position).
- Enter a name for the grouping.
- Click Create to save it.
Assigning Groupings to Employees
- Navigate to the Workers tab.
- Select the employee you want to edit.
- Go to Job > Employment.
- Update their assigned location, department, or position as needed.
Reporting
Once employees are assigned to groupings, you can view detailed reports by location, department, or position under the Reports tab.
Need Help?
If you still have any questions, please don’t hesitate to reach out. Our team will be happy to provide answers and assist you in any way we can.