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Create a New Location

Create a New Location

This article walks users through some of the workflow processes associated with adding a new location.

1) Click on the Administration icon from the navigation menu, then select Locations option in the Master Data section.

2) Press the Add New button.

3) Enter the NameShort Name and Organizational Units.

4) Press the Save button.

Associate New Job Locations

Define which Jobs can be performed at the new Location.

1) Click on the Administration icon from the navigation menu, then select Job Locations option in the Master Data section.

2) Check the desired checkboxes to associate Job Locations.

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3) Press the Save button. 

Adjust Labor Demand Templates

1) Click on the Administration icon from the navigation menu, then select Labor Demand Templates option in the Master Data section.

2) Press the Edit button, to adjust an existing Labor Demand Template. 

   Screen_Shot_2017-04-09_at_4.41.42_PM.png

Note: Press the Add New button to configure an entirely new Labor Demand Template. 

3)  Redefine the Locations that the Labor Demand Template can be produced in.

4) Select the Labor Data tab.

5) Adjust the labor data if needed. 

6) Press the Save button. 

Adjust Employee Qualifications

1) Click on the Administration icon from the navigation menu, then select Qualifications option in the Employee Management section.

2) Select the desired entity to qualify employees for from the Qualifications drop-down.

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3) Qualify employees by first selecting the employee on the left side then selecting the entity items on the right side.

Note: Employees may also be qualified by first selecting the entity item on the right side then qualifying employees for the entity item.

4) Press the Save button. 

Adjust Base Schedules

1) Click on the Administration icon from the navigation menu, then select the Base Schedule Management option in the Employee Management section. 

2) Then select the Base Schedule Design tab. 

3) Press the Edit button.

4) Under Preferences adjust or add the new Job Locations. 

5) Press the Save button. 

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