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Creating Working Locations

This guide has been created for administrators. 


Overview 

With the edays system, companies can create different working locations to gain a better understanding of the flow of staff between company sites as well as monitor hybrid staff activity. These will b


Step-by-step Guide  

To enable working locations, first decide which configuration level you would like to apply the working locations on (global, template, user). If you were enabling this at a global level, navigate to admin tools > admin panel > global > system set up > scroll to the bottom > Enable working location.  


To create your working locations from the management dashboard, navigate to admin tools > admin panel > global > working location set up. 

 

To create a new working location, click the ‘add new’ button at the top of the screen. On the screen that appears next enter the name, you wish to call the location, the colour which you wish to assign it and any description which you might want to reference about the site. ie factory, testing office, etc.  


edays recommends assigning pastel colours to the working locations as they contrast well against the greyscale background  


If you wish to edit the name, the colour assigned or the description of a working location, click edit. Working locations that are in use cannot be deleted so they can still be reported on. If a working location has not been used it can be deleted. A ‘delete’ button will appear in the delete column if it is applicable for deletion.  

To view the working locations, click the working locations button at the top of the calendar, which will toggle the working locations view and where the defaults and overrides become visible. The absence key has been updated to include working locations if the calendar is toggled to show working locations. All location records will display in the calendar (with absences taking priority), so it is possible for an override to display a tooltip when an absence covers that location. To review how to book a working location, please see the booking working locations or booking hybrid working from home locations guide.  


There is no authorisation required for these bookings currently, and no emails are sent out to any parties for you. 


Example Configuration 

Ott & Grant is creating their working locations for their sites in Netherlands, Germany and Spain. So far they have created Amsterdam, Barcelona, Berlin, Frankfurt and Madrid. They need to create a location for their Rotterdam site. To add a new working location, they would select the ‘add new’ button at the top of the page under the main admin panel banner.  

 


In the name section, they enter ‘Rotterdam’, selected a light orange to represent the site and then input a description into the site. The description will be visible on the booking form itself. Once they were happy with the set-up, they select save to submit it. 

 


After they click to save a green banner appears at the top of the page to indicate that the working location has been updated. If they wish to make any changes, they can select the edit button.  

  


Ott & Grant also monitor staff who are working from home, so they create this as an individual working location in addition to their physical business premises.  

 


Once they submit working from home as their own location, it sits alongside the business sites that staff can choose to indicate their working location.  

 

 

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