Assigning people

Assign a location to a person to record where they work. You can assign more than one location when someone works across sites.

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Add or remove a location

You need permission to update the person. If the location does not exist yet, create it first. If your role only sees people at your own locations, you cannot add a site your role does not already reach to yourself. An administrator does that, so nobody widens their own access by assigning themselves a site. Taking one of your own locations off, and adding a site your role already covers, both still work.

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Check everyone at a site

Open Locations, then use the site’s row menu and choose See people. People opens with that location as a filter, so you can check its team without opening each profile. If someone moves between sites, add the new location and remove the old assignment when they stop working there. Keep both when they still work at both. Policies can target a location. Adding or removing a site changes which clocking, break and leave rules apply to that person, from then on.

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Keep assignments separate from shifts

Changing a person’s locations does not move or rewrite their existing shifts. Check the Location on the shifts that need to change, using Scheduling by location. For the site’s conversation, see Location channels.

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Next

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