Locations

Overview

Go to Admin → Locations. A location is a place people work, such as an office or a client site. Shifts and working patterns can assign that place. If the location has a check-in area, employees can also check in there.

Search the list with Search locations. Each row shows the name, the check-in radius when one is set, the address, the description, and whether the location is active.

Add a location

1. Click Add Location
2. Enter a Name. This is required. Examples are Office or Remote
3. Add an Address if you have one. It is optional
4. Add a Description if you need notes. It is optional
5. Leave Active on, or turn it off
6. Click Create. Editing an existing location uses Update

Set up a check-in area

On the location, turn on Enable check-in area. The section is labelled Check-in area. Employees assigned here can check in. Punches outside the circle are allowed and flagged.

• Search the address with Place pin from address, or move the pin on the map
• Set the radius from 25 to 5,000 metres, in steps of 25. The default is 100 metres
• The pin, the radius, and the address must all be saved together. Turning the check-in area off clears them

Use a location

• Working patterns - under Hours & location per day, choose a location for each day that has hours. If no locations exist yet, the pattern form points you here
• Shifts - Location is optional on a shift. Only active locations appear in that list
• Check-in - a site is offered when today's working pattern assigns it and today's hours are greater than zero, or when a published shift at that site is happening now or falls on the same calendar day

Related Features

• Check-in - how employees check in at a site, and how punches outside the circle are reviewed
• Working Patterns - assign a location to each working day
• Scheduling - put a location on a shift
• Timesheets - a check-out at a location becomes a draft timesheet