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Manage Work sites & Positions

Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following user access levels: Admin

The Work Sites & Positions feature helps you build a more intuitive staff scheduling framework. By defining physical work sites and specific roles, you can easily manage how employees and positions link to your cost centers.

Getting started

Create a Work Site
  1. On the main menu, click Settings.
  2. In the Time & Attendance section, click on Work Sites & Positions.
  3. Click the + Work Site button.
  4. On the drop-down menu, select either:
    • From existing work site (if you already have a worksite to use)
    • New work site (to create a worksite from scratch)
  5. If you selected From existing work site, complete the fields on the Copy from existing work site popup, then click Copy. Otherwise, skip to step 6.
  6. On the Create Work Site form, complete the fields.
  7. (Optional) Click + Add another position (if needed): 
  8. Assign the following for each position:
    1. Cost Centre: Select the appropriate cost centre for financial tracking
    2. Available Workers: Choose which employees can be assigned to this position
  9. Click + Add another position to include more positions for this work site.
  10. Complete the additional fields.
  11. Click Save.
     

Manage data

Edit Work Site
  1. On the main menu, click Settings.
  2. In the Time & Attendance section, click on Work Sites & Positions.
  3. Find the work site you want to edit and click its three dots (...) button.
  4. Select Edit.
  5. On the Edit details page, edit the field(s) as required.
  6. Click Save.
     
Copy a Work Site
  1. On the main menu, click Settings.
  2. In the Time & Attendance section, click on Work Sites & Positions.
  3. Find the work site you want to copy and click its three dots (...) button.
  4. Select Copy.
  5. On the Copy from existing work site pop-up, fill in the fields.

    Important

    Ensure you select the correct work site from the You are duplicating values from work site field. This determines which work site's information to copy.

    If you would also like to copy the selected work site's employees, tick the optional Copy positions checkbox. This unlocks the Copy employees checkbox, which you can then tick.

  6. Click Copy.
  7. On the Create Work Site page, complete the fields.
  8. (Optional) Click + Add another position if needed then complete the additional fields.
  9. Click Save.
     
Disable and enable Work Site


To disable a Work Site:

  1. On the main menu, click Settings.
  2. In the Time & Attendance section, click on Work Sites & Positions.
  3. Find the work site you want to disable and click its three dots (...) button.
  4. Select Disable.
  5. On the "Are you sure you want to disable work site?" popup, click Confirm.


To enable a Work Site:
 

  1. Scroll to the top of the Work Sites & Positions page and select the Show disabled checkbox.
  2. Find your disabled work site (which will have a Disabled tag) and click its three dots (...) button.
  3. Select Enable.
  4. On the "Are you sure you want to enable work site?" pop-up, click Confirm.

Delete data

Delete a Work Site
  1. On the main menu, click Settings.
  2. In the Time & Attendance section, click on Work Sites & Positions.
  3. Find the work site you want to delete and click its three dots (...) button.
  4. Select Delete.
  5. On the "Are you sure you want to delete Work Site?" popup, click Delete.

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