Locations

Locations are used to set up and manage distinct areas of work within the business. 

These can be physical locations like different stores, offices or work sites. Or they can be organizational structures such as departments, teams or project groups.

Navigate

Menu > Settings > General > Locations

What are Locations used for?

Rostering and Workforce Management:

Multiple Locations can be set up to define different work areas or departments in the organization, allowing a clear breakdown structure to help manage the workforce.

Groups of employees can be assigned to specific locations to help streamline the rostering purposes.

Each Location can be allocated a corresponding colour to help create visual distinction between locations.  

Clocking hours through Geofencing:

GPS coordinates can be configured to create a geofenced area where employees can clock in and out of their shifts. 

Manager Designation:

Locations can be associated to one or many managers. Managers can be configured to only access the employees attached to their managing Locations such as handling, timesheet approvals, rostering or managing leave approvals. 

Job tracking:

A location can be assigned a job, if an employee clocks on at a location the job assigned to that location will be attached to that timesheet entry.

This allows the business to track how many hours have been worked at what location.

Creating a New Location

Click the Add Location button to begin configuring the new Location.

Configuring the Location Settings

Review and configure the Location Settings:

Note: Only Title is required to create a Location.

• Title: The name of your location.
  
  
• GPS Location: Latitude and longitude coordinates of the location.
   
• Client: Assign the location to a specific client.
• Default Job: Set a default job for the location.
  
  
• Hours Budget: Set a default budget in hours for this location.
• Cost Budget: Set a default budget as a monetary value.
   
• Colour: Assign a colour to the location.
   
• Address: Input the physical address of the location.
  
  
• Group: Assign a group of staff to this location.
  
  
• Skills: Select required skills for working at this location.
  
  
• Roles: Add roles specific to this location.
  
  
• Managers: Assign managers to oversee this location.

Location Options

Editing a Location

To edit an existing Location:

1. Find the Location in the list.
2. Click the Edit    button next to the Location name.
3. Make necessary changes in the Edit Location modal.
4. Save your changes.

Deleting a location

To delete a Location:

1. Click the Delete   button on the right side of the Location.
2. Confirm the deletion when prompted.

Note: Deleted locations are archived under the Deleted Locations list. You can view and restore deleted locations if needed.

The deleted locations and relative roster data will no longer show up anywhere throughout the Microkeeper system.