Addresses Tab Human Resources>Employees

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Overview

Employees can have two addresses: a work address and a home address. The work address can be derived from an office address. Either the work or the home address can be used for employee reimbursement checks.  To select which address is used, click on the radio button labeled "Reimbursable Checks" located above the address of your choice and click "Save".

 


 

General Address Notes

 

Addresses can be NAMED to categorize the addresses for reuse. Clients with multiple offices can be set up with a particular address for each office, as well as for associate client contacts. If the information of the NAMED address changes, the changes can be cascaded to all associated (linked) addresses, either in entirety, or for only those fields that have value.

 

All Master Files have Geocode buttons on their addresses that get the Latitude and Longitude of an address.  These can be used in queries to develop your own custom map views. 

Sometimes addresses have specific uses, as in the case of Bill To, Pay To, and Remit To addresses. These can be either unassociated addresses or linked addresses. They will usually be linked addresses, meaning they must first be entered as a NAMED address prior to referencing them as a Bill To, Pay To, or Remit To.

 

Field Descriptions

 

The following fields are located in the Addresses tab of the Employees applet.

 

Work Address

 

Reimbursable Checks - If selected, this will be the default address for Employee Reimbursement checks made out to this employee.
Office - A NAMED office address can be selected to pre-fill the employee work address. The named office addresses are configured via Administration>Global Settings>Offices Tab
Street 1
Street 2
Street 3
Street 4
City
State - State has an optional drop-down list of states.. The States list is managed under Administration>List Management>Postal States.
Zip / Postal
Country
Latitude - Generated by the Geocode button.
Longitude - Generated by the Geocode button.
Geocode - Click this button to fill in the Latitude and Longitude values

 

 

Home Address

 

Reimbursable Checks - If selected, this will be the default address for Employee Reimbursement checks made out to this employee.
Street 1
Street 2
Street 3
Street 4
City
State - State has an optional drop-down list of states.. The States list is managed under Administration>List Management>Postal States.
Zip / Postal
Country
Latitude - Generated by the Geocode button.
Longitude - Generated by the Geocode button.
Geocode - Click this button to fill in the Latitude and Longitude values