Add/Edit/Inactivate Locations

To add a location: 

• Click on the Locations tab. 
• Click the blue text link Create New Location. 

 

• RosterApps directs you to the New Location page.  

• Enter information on this page about your new location. Below is a list of the fields on this page with descriptions: 

• • Name: Name of your location.  
  • Description: Enter a brief description of your location here. 
  • Time Zone: Use the drop-down menu to select the time zone your new location is in. 
  • Fiscal Year Start Date: Use the drop-downs to select the month and day that your location uses as the start date of the fiscal year.
  • First Day of Week: Use the drop-down menu to select the first day of the work week at your new location. 
  • Active: Check this box to make your new location active. 
  • Display Bid Packages: Check this box if your new location will use bid packages for workforce scheduling. Bid packages are intended for workforce needs that are predictable and repetitive, where schedules remain consistent for long periods of time. If this option is selected, the following settings are made available:
    • Must Start on First Day of Week: Select this option if the bid packages in this location must start on the day of the week specified by the "First Day of Week" setting.
    • Must End on Last Day of Week: Select this option if the bid packages in this location must end on the last day of the week (as determined by using the "First Day of Week" setting).
  • Display Schedule Builder: Check this box if your new location will use Schedule Builder for workforce scheduling. Schedule Builder is intended for workforce needs that change frequently, such as schedules that change every week or every few weeks. When this option selected, the following settings are made available:
    • First Day of Week for Schedules: Use the drop-down menu to select the day of the week when schedules will start
    • Schedule Must Start on First Day of Week: Select this option if schedules must start on the day selected in the above setting.
    • Schedule Must End on Last Day of Week: Select this option is schedules must end on the last day of the week (as determined by the "First Day of Week for Schedules" setting).
  • Display Shift Leveling: Check this box if you want to use shift leveling at your new location. This is a feature that helps to move employees from an overstaffed situation to an understaffed one. If you check this box, supervisors at your location will have a Shift Leveling tab in RosterApps. 
  • Display Alternate Schedule Bidding: Check this box if you want to use alternate schedule bidding at your new location. Alternate schedule bidding is for situations where you have a different (alternate) schedule for a period of time and want to have employees bid on shifts within that alternate schedule (a week-long training schedule, for example). If you check this box, Location Admins at your company will have an Alternate Schedule Bids tab in RosterApps. 
  • Allow Multiple Shift Edit: Check this box to allow supervisors to edit multiple shifts at your location. Use this feature with caution; when active it allows any supervisors to search for shifts with specific qualities and then to edit multiple shifts at once, which can have a large effect on your workforce. Best practice is to have this feature active for only the time required to make any necessary multiple shift edits and then to deactivate it immediately afterwards.  
  • Use Enhanced Vacation Bidding: Check this box if the location will be using the Enhanced Vacation Bidding (EVB) functionality. Turning this feature on will replace the Vacation Bids tab with an Enhanced Vacation Bids tab.
  • Use Time and Attendance: Check this box if the location will be using the Time and Attendance functionality. This option will only be available for customers that have Time and Attendance enabled at the company level.
  • Display Infractions for Supervisors: Check this box to allow supervisors see infractions by employees.
  • Allow Administrators for this location to add/remove the following security roles: Selecting any of the options listed below will allow Location Administrators to alter the security roles as described.
    • Location Administrators
    • Allow the creation of new Location Admins
    • Schedule Viewers
    • Allow the creation of new Schedule Viewers
  • New Employee Work Group: This setting only applies if RosterApps is integrated with your Time and Attendance system. If your Time and Attendance system sends over an employee that does not have a RosterApps account, the system will create an account for them. Use this drop-down menu to select the default work group that RosterApps should assign to any such employees. 
  • New Employee Status Code: This setting only applies if RosterApps is integrated with your Time and Attendance system. If your Time and Attendance system sends over an employee that does not have a RosterApps account, RosterApps will create an account for them. Use this drop-down menu to select the default status code that RosterApps should assign to any such employees. 
  • New Employee Job Title:  This setting only applies if RosterApps is integrated with your Time and Attendance system. If your Time and Attendance system sends over an employee that does not have a RosterApps account, RosterApps will create an account for them. Use this drop-down menu to select the default job title that RosterApps should assign to any such employees. 
  • New Employee Create Default Password: This setting only applies if RosterApps is integrated with your Time and Attendance system. If your Time and Attendance system sends over an employee that does not have a RosterApps account, RosterApps will create an account for them. Check this box to have RosterApps create a default password for the new employee.

 

 

• Click the blue Add button at the bottom of the page to add your new location or click the blue Cancel button to cancel. 

To edit a location: 

• Click on the Locations tab.
• Find the location that you would like to edit in the table and click the blue text link Edit beside it. 

• RosterApps directs you to the Edit Location page. 

• Edit any of the settings on this page you would like. A description of each of the fields can be found in the section above which describes how to add a new location. 

 

 

• Click the blue Update button at the bottom of the page to save your changes or click the blue Cancel button to cancel.  

To deactivate a location: 

• Click on the Locations tab. 

• Find the location that you would like to deactivate in the table and click the blue text link Edit.  

• RosterApps directs you to the Edit Location page. 

• Uncheck the Active box. 

• Click the blue Update button at the bottom of the page to save your change.