What are locations? How can I create a new location? How can I assign users to a new location? How can I assign a location to the public holiday calendar?
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Additionally, this article only applies to Managers with "Full Employee Access"

An important part of shift planning is the location. Locations are not dependent on departments and can consist of particular employees from one department but also from several departments. You can therefore adjust the locations to your needs. Locations are necessary to create a shift plan. Change to the menu Settings, then User Settings and finally click on Locations.

Create a new location

creating-locations-new-location

To create a new locations click on Add Location. You can now name your new location when you double click on the field Name.

Only users who are activated in the shift planner are available.

Planner

creating-locations-planner


To assign a location to the planner, double click in the field Planner. Via the drop down menu you can assign a planner to the new location. Select the checkbox next to the employee needed. Planners are people who are allowed to create and edit locations for particular shift plans, as well as allocate users to particular shifts.

Creating and publishing shift plans can only be done by planners, not dependent on if a manager has full employee access or not.

Assigned Users

creating-locations-assigned-users

To assign users double click in the column Assigned Users. Via the drop down menu you can assign users to a new location. To select a user click on the checkbox next to the user. Users can now be assigned to particular shifts.

Only users who are assigned to a location can be used for a shift at this particular location.

Public Holiday Template

To assign a location to a public holiday calendar double click in the field Public Holiday Template. You can now select a public holiday calendar for the new location. Select the check box next to the desired template.

creating-locations-public-holiday-template

Find out more about shift planning: Edit and Delete ShiftsCreating and Publishing a New Shift

In case you are interested in the Shift Planner as an additional module for your TimeTac account please contact us: support@timetac.com

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