A Super Administrator has the rights to add or manage Locations in FLOW. |
What is a Location?
A location is the place where a firm decides to site its operations. An Organization can consist of one or more locations (for Enterprise Plans). Locations connect all the users, jobs, and employees at your site using WorkSight FLOW in a single space.
A Location can be managed in Settings only. Each location can be configured to reflect such things as the Time Zone, Time Format, and Timecard and Time Off Workflow.
A count of Active Users and Active Employees appears at the bottom of the Location Pane.
The article covers the following topics to manage a Location
To Manage a Location
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Click your profile photo and select “Settings”.
FLOW loads the Settings Page.- In the left sidebar, select the arrow next to Organization, and select Location
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The Main Pane will now show a list of locations for the organization
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To edit a Location, click the pencil (edit) icon in the bottom left corner of any of the Location cards.
The Right Pane will now display the Location details -
Complete the Location fields as described below
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Press Save or Enter to save your changes.
Location Fields
All location fields can be found and modified from the right pane.
Name
- Name of the Location
Code
- Code designated for the Location within the Organization
Tags
- Tags allow you to categorize, filter, and denote additional information.
- Multiple tags needed for the Location to assist in searching etc. can be created in this field, simply by typing the name of the tag and pressing Enter to save it. The tag will appear in the field for future use
Start of the Work Week
- The day the work week starts at a specific location can be defined in this field.
Timezone
- A timezone is a region of the globe that observes a uniform standard time for legal, commercial, and social purposes.
- The current default is PST (Pacific Time) but it can be changed to any other timezone in the list
Time Format
- Various countries and organizations use different date and time formats. Time Format in FLOW is for data entry purposes. Choices are:
- Military Time e.g. 14:30
- Uppercase AM/PM e.g., 2:30 PM
- Lowercase AM/PM e.g., 2:30 pm
- Note: In the Shift Cell, the chosen Time Format is displayed, however, in the Shift Details editor, time entered in the chosen format is changed to a 24-hour clock displayed in decimal format (rounded) e.g., 2:15 PM becomes 14.25
Country
- Choose the Country of the Location being added/edited. The current default is Canada.
State/Province
- Countries are often divided into different States, Provinces, Regions, Cantons, etc. This list will correspond to the Country selected. Choose the State/Province of the Location being added/edited. The current default is British Columbia.
Timecard Workflow
- An Organization may have a multi-level approval process for timecards. Choose the Timecard approval/sign-off process for your location. The current choices are:
- single approval with employee sign-off
- double approval with employee sign-off
Time Off Workflow
- An Organization may have a multi-level approval process for Time off Requests. Choose the Time Off approval/sign-off process for your location. The current choices are:
- single approval with employee sign-off
- double approval with employee sign-off
- triple approval with employee sign-off
Location Options
Click the three-dot (…) icon in the right pane and select from the Location Options menu
From here, you can:
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Add a User Defined Field (UDF)
See Creating and Managing a User Defined Field (UDF) -
Delete Location
Removes the Location from the Organization Location settings
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