Firstly, to create a location, you will need to navigate to the ‘Cog’ icon located on the top right-hand side of the below screenshot:
Once you select the ‘Cog’ icon the following drop-down menu will appear:
At this stage you will select ‘Locations’, the following screen will then display:
To add a new location at this point you will need to click on the green ‘Add’ button. Once selected the below screen will appear:
Here you will be able to add general details about the location such as Name, Reference Number, Phone Number, Cost Centre Reference, Currency & Address.
You must also navigate the tabs displayed on the left-hand side of the above screenshot. If you select ‘Opening Times’ the following screen will display:
From this tab you’ll be able to detail the opening times each day for this particular location as well as detailing the break duration per shift and whether or not you wish for the changes to be reflected for future shifts that have been previously scheduled.
If you select ‘Rates’ the following screen will appear:
From this screen, you’ll be able to set daily rates per job role.
If you select ‘Additional Notes’ the following screen will appear:
From this screen, you’ll be able to utilise the text boxes available to detail additional information on things such as mileage, lunch breaks & accommodation. You can also leave comments regarding staffing levels and preferred experience to work at this location. You can also click beside the relevant ‘Pace’ to indicate whether it is a ‘Slow’ ‘Moderate’ or ‘Fast’ paced environment.
If you select ‘Events’ the following screen will display:
From here you’ll be able to create events for things such as store closures and bank holidays.
Once you are happy with the changes that you’ve made to the new location select the green ‘Save’ icon on the bottom right-hand corner of the screen to save your changes.
Once you have your Location set up, navigate to the ‘Regions’ tab on the left panel. Once selected the below screen will appear:
At this stage, you must select the ‘cog’ icon located in the ‘Actions’ column directly across from the Region you wish to edit. Once selected the following screen will appear:
At this point, you must select the ‘Locations’ tab. This will display the following screen:
From here you can tick the tick boxes beside the relevant Locations that you wish to associate with this Region. Once you are happy with the changes that you’ve made to the Region select the green ‘Save’ icon on the bottom right-hand corner of the screen to save your changes.