Assigning an employee to a Location means they will appear on that rota and also allows the Manager of that Location to oversee them. There are a few ways employees can be added to Locations.
Who can assign an employee to a Location
Employees can be assigned to Location by any Admin user. They can also be assigned by Managers but only under specific circumstances.
A Manager can assign an employee to their Location if they have created the employee (this needs to be done at the time of the account creation) or, if they manage the employee already on another Location - for example, if a Manager oversees the York and Leeds Locations, and an employee is assigned to work at the York Location already, they can also assign them to the Leeds Location. They wouldn't be able to assign them to a Location they don't manage, or if they don't manage the employee at all to begin with.
Adding an employee to a Location
Employees can be added to Locations two ways - in their profile or on the Locations page.
If you need to add multiple employees to a Location at once, the best way to do this is through the Locations tab. Click your Company tab and select Locations - click the Location you'd like to add employees to.
Scroll down to the bottom of the page to see a list of all your employees. Tick the employees you'd like to assign to the Location and, once done, click 'Add'.
If you have one employee who needs to be assigned to multiple different Locations, the quickest way to assign them is in their profile. To do this, go to your Company tab and select Employees. Select the employee you'd like to assign Locations to to be taken to their profile.
From the menu on the left of their profile, select 'Locations'. You'll then see a list of all Locations and can tick which ones you'd like the employee to be assigned to. Once you've made your selection, click 'Save'.
