Rotas and Workforce Management gives you the opportunity to segment your account with locations and the possibility to share employees between them. More about it in this article. Administrators play a crucial role in configuring permissions, ensuring that employees or managers can access multiple locations without requiring administrator-level privileges.
Additionally, locations also play a crucial role in shift scheduling and rota visibility, ensuring that employees are assigned to the correct shifts and job sites.
A location can represent a different site, but also a different department in the case of larger organisations. Administrators must ensure that permissions are appropriately managed to allow employees to operate across these locations or departments securely.
Locations can also be used for clocking in and ensuring accurate rota visibility, which helps in managing shifts effectively.
A) Manage locations in employee profiles (Administrator privileges are required for these actions)
Go to the employee profile under HR -> Employees
Click on Roles and Positions
You can switch branches to see the different roles and positions for each respective branch.
You can also add/remove branches by clicking on "Edit settings".
This step ensures that employees are correctly assigned to their respective rotas.
B) Edit Settings
Chose primary (most used) location
Under ''Other locations'' click on the location you want to add or on the "X" of an existing location to remove it
Click on Save
You can also set the Primary position.
The primary location also determines which rota shifts are assigned to, ensuring accurate scheduling.
C) Roles and positions
When you add an employee in a new location, you will have to assign him a role and positions. They can be different by location. Administrators must also ensure that the employee has the necessary permissions to access and perform their role in the new location.
See this article for more about Rotas and Workforce Management roles.
D) Linking Shifts to Job Sites
To ensure a shift is linked to a job site or location on the rota:
Create job sites under the Resources section.
Assign the appropriate job site (Resource) to each shift.
This process ensures that the rota, employees, and the system reflect the correct job site and its address.