Complete Guide to Locations for Talent Management

Locations (sometimes referred to as Company Locations) are used to assign training, assign classroom locations, and filter employees within Succession Planning. If using an import file or API, Locations will need to be created before doing an import.

The available columns and fields will depend on the setup of your company account.

Navigating to Locations
  • From Talent Management, click Account Admin from the menu near the top-right.

    LMS_-_Account_Admin_-_01.png

  • Click Company Setup to open the menu, click Locations, then click Company Locations.

    Company_Setup_-_Menu_-_08.png

Locations_-_Menu_-_01.png

The Locations page will show the:

  • Location Name
  • Address
  • City
  • State
  • Zip
  • Active Status

Clicking the column header will let you sort items.

You can use the text field and filter icon to focus on certain locations.

Adding a New Location

  • Click New Item....

    Locations_-_Add_-_00.png

  • Fill out the available fields for the location (while there are no required fields for locations, it is best to include information for other user to reference.).

    Locations_-_Add_-_03.png

  • Click Save.

Edit a Location

  • Click Edit.

    Locations_-_Edit_-_00.png

  • Edit the available fields for the location.

    Locations_-_Add_-_03.png

  • Click Save.

Delete a Location

To delete a location, it cannot be assigned to an employee. If you try to delete a location that is assigned to an employee, the location will stay listed.

  • Click Delete.

    Locations_-_Delete_-_00.png

  • In the confirmation modal, click OK.

    Locations_-_Delete_-_01.png

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