How to add new locations on Keka and assign them in bulk?

Keka tags each employee to their respective office location on the portal. The location is an important aspect especially when you want to view specific reports or perform actions for a particular location. Some aspects like holiday lists may vary from location to location depending on the local regulations. This is also true for statutory compliance in components such as professional tax. Having the various locations you operate from updated and assigned to employees will help you many ways. 

To add company locations, you can either manually add them one by one or add them in bulk. You can also assign the company locations to employees in bulk. 

In this article, we will show you how to create and assign a new location in Keka.

How to add new locations?

Go to the Org section of your portal then go to Org Structures and open the Location tab.

From here you can either use the +Add Location to add a single location or use the Import Location button to add multiple locations in Bulk. Let's see how to add a single location first.

Once you click on the +Add Location button, a new window will open where you have to provide the Name, Timezone, and Address of the location. You can also add a Group Email and a Description for the same.

Once all the details are updated, click on Add.

Alternatively, you can add multiple locations using the Import Location button. A new window will open up from where you have to Download the Excel Template.

Now open the sheet, update the relevant details, save it, go back to the portal, and use the Upload Excel File button to import the data. To learn more about how to import data on Keka, click here.

This feature can only be used for adding new locations, and cannot be used to update the details of existing locations.

How to assign locations in bulk?

Select any Location and open the Employees section and click on the Bulk Assign Employees.

This will open a new window from where you have to Download the Excel Template.

Now open the sheet, update the employee details and the location, and save the file. Go back to the portal, and use the Upload Excel File button to import the data. To learn more about how to import data on Keka, click here.

After completing this step, all employees will be tagged to their respective office location and therefore will be subject to the compliances applicable to that location.

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