The HOME_LOCATION setting on the Assignment tab allows you to specify an existing element within a hierarchy as a person's Default Home Location. You can assign three Home Locations to person - HR, Financial, and Manufacturing. Once you assign a Home Location, the person displays as a member of the element in the Hierarchy Elements form. You can use elements from the same hierarchy for all three Default Home Locations.
Note: A person's Default Home Location can ONLY be set via the EPerson Assignment tab. If you add person records to a hierarchy via the Person Group Member and Person Group Manager tabs in the Hierarchy Elements form, the people are simply members or managers of the group. The hierarchy is not necessarily their home location.
In order to assign a Default Home Location to a person, several prerequisites must be fulfilled. Refer to the “Assign” steps below for more information.
Home Location Settings in Assignment
Viewing Locations in the Timecard
Assign a Financial or Manufacturing Home Location
Assign a Home Location Using a Assignment Import
The following is a description of the Home Location settings on the Assignment tab.
HOME_LOCATION_FINANCIAL
Relates to a work center in a traditional financial organization chart. Use this setting to define an element in a hierarchy as the person's home location for financial purposes. The available values are based on the Financial Hierarchy Name and Financial Hierarchy Level listed in the person's FACILITY Employee Group Setting.
HOME_LOCATION_HR
Relates to a department in a traditional HR organization chart. Use this setting to define an element in a hierarchy as the person's home location for HR purposes. The available values are based on the HR Hierarchy Name in the person's FACILITY Employee Group Setting and the HR Hierarchy Level in the Employee Group Setting or the Setting. For the HR Hierarchy Level, the Employee Setting overrides the Employee Group Setting.
HOME_LOCATION_MANUFACTURING
Relates to a work center in a traditional manufacturing organization chart. Persons belong to a default home location with respect to the manufacturing system. Use this setting to define an element in a hierarchy as the person's home location for manufacturing purposes. The available values are based on the Manufacturing Hierarchy Name and Manufacturing Hierarchy Level listed in the person's FACILITY Employee Group Setting.
You can view an event’s Home Location, Current Location, and Charge Location on the left side of the timecard. These fields will be populated based on the person’s HOME_LOCATION_HR assignment. You may need to enable these timecard fields in your Form Profile to make them visible.
You can also view an event’s Home Location, Current Location, and Charge Location on the Transaction Location tab of the Transaction Details form. This form will display HR, Financial, and Manufacturing locations, depending on which HOME_LOCATION records are included in the Employee’s Assignment (HOME_LOCATION_FINANCIAL, HOME_LOCATION_HR, and/or HOME_LOCATION_FINANCIAL).
To assign an HR Home Location to a person, you must first complete the following:
The Hierarchy Elements form must have an Organizational Hierarchy with at least one element residing in it.
The employee/person must belong to an Employee Group with type FACILITY.
This FACILITY Employee Group must have an HR Hierarchy Name setting and an HR Hierarchy Level setting. When you select a Home Location, only the hierarchy elements defined within the HR Hierarchy Level will be available.
The Employee can also have an HR Hierarchy Level setting.
Note: The HR Hierarchy Level can be defined as an Employee Group Setting and as an Employee Setting. The Employee Setting overrides the Employee Group Setting. This function allows a person to have an HR Home Location with a different location (HR Hierarchy Level) than the one specified in their Employee Group.
Once the above is configured, you can assign an HR Home Location. To do so:
Click Main Menu > Employee Management > Employee.
Select the Employee on the Employee form.
Click the Assignment tab.
Click Add.
Select HOME_LOCATION_HR.
Select an element from the Assignment Value field. The available options are the hierarchy elements defined for the HR Hierarchy Level you specified previously on the Person Setting tab.
Check the Override box if you want to create an assignment for a short period of time that will override an existing assignment of the same type. The new Override assignment will automatically be assigned a Level Number that is one number higher than the original assignment. The Level Number indicates which assignment should be used when the two assignments have overlapping dates.
Click Save.
If the person already has a HOME_LOCATION_HR assignment, it will remain in effect in addition to the new assignment you just added. A person can have multiple HOME_LOCATION_HR assignments.
Otherwise, if you are adding a HOME_LOCATION_HR assignment on the Employee Assignment form, and you want the person to have only one HOME_LOCATION_HR assignment, you will need to change the End Date of the old assignment after you add the new one, so that the old assignment will no longer be in effect.
To assign a Financial or Manufacturing Home Location to a person, you must first complete the following:
The Hierarchy Elements form must have an Organizational Hierarchy with at least one element residing in it.
The employee must belong to an Employee Group with type FACILITY.
This FACILITY Employee Group must have a Financial or Manufacturing Hierarchy Name setting. This setting determines the hierarchy elements that may be used as Financial or Manufacturing Home Locations for the Employee Group.
This FACILITY Employee Group must also have a Financial or Manufacturing Hierarchy Level setting. When you select a Home Location, only the hierarchy elements defined within this level will be available.
Once the above is configured, you can assign a Financial or Manufacturing Home Location. To do so:
Click Main Menu > Employee Management > Employee.
Select the Employee on the Employee form.
Click the Assignment tab.
Click Add.
Select HOME_LOCATION_FINANCIAL or HOME_LOCATION_MANUFACTURING.
Select an element from the Assignment Value field. The available options are the hierarchy elements defined for the Financial Hierarchy Level or Manufacturing Hierarchy Level you specified previously on the Setting tab.
Check the Override box if you want to create an assignment for a short period of time that will override an existing assignment of the same type. The new Override assignment will automatically be assigned a Level Number that is one number higher than the original assignment. The Level Number indicates which assignment should be used when the two assignments have overlapping dates.
Click Save.
If the person already has a HOME_LOCATION_FINANCIAL or HOME_LOCATION_MANUFACTURING assignment, it will remain in effect in addition to the new assignment you just added. A person can have multiple HOME_LOCATION_FINANCIAL AND HOME_LOCATION_MANUFACTURING assignments.
Otherwise, if you are adding a HOME_LOCATION_FINANCIAL or HOME_LOCATION_MANUFACTURING assignment on the Person Assignment form, and you want the person to have only one HOME_LOCATION_FINANCIAL or HOME_LOCATION_MANUFACTURING assignment, you will need to change the End Date of the old assignment after you add the new one, so that the old assignment will no longer be in effect.
You can also assign a HOME_LOCATION to a person by creating an Import Definition with the Employee Assignment context.
Note that if you are importing a CSV file, the hierarchy levels you enter for your Assignment Value must be separated by two forward slashes (//).
Click Main Menu > Configuration > Interfaces > Import Definition.
Click the 
quick link next to the Import Name
field and select Add from
the pop-up menu.
Define your import on the Import Source form and click Save.
On the Destination Records tab, click Add.
From the Context Name field, select Person Assignment. Enter a Record Name and click Save.
On the Source Fields tab, click Add.
The Add Source Fields pop-up form will appear.
From the Record Name field, select the Record Name you entered in step 5.
Select a Field Name that you will be importing.
The following fields (marked with an asterisk *) must be included in your import: Assignment Type, Assignment Value, and Person Number.
Note that if you are importing a CSV file, the hierarchy levels you enter for your Assignment Value must be separated by two forward slashes (//).
Click Save and Add after you add each Field Name to your import.
Once you have selected the last Field Name, click Save.
Make sure the file you are importing is located in the \import directory.
You must run the IMPORT_FILES service to import the data. You can run this service by clicking Schedule Immediately on the Import Definition form. If you need to configure the service’s parameters, use the Service Instance form first.
You can check the In XML Queue form to see if the data has imported correctly (Main Menu > Administration > Interfaces > In XML Queue).
The imported data will be visible on the Assignment tab of the Employee form.