How do I set a staff member’s default location?
You will want to set a staff member’s default location if that employee works at multiple locations, but a specific location is that employee’s “home” location or that employee works at one location more than the other. A default location specifies which location should be given preferential treatment when AutoScheduling, and which location is used when that staff member logs in (if they are a manager).
For example, Joe is an employee at the Big Blue Coffee Retailer. Sometimes, when he has extra time, he picks up shifts at the Little Red café, so he is an employee there too. If the Little Red café and the Big Blue Coffee Retailer both choose to AutoSchedule a shift, there’s no assurance that Joe will be chosen for the Big Blue Coffee Retailer over the Little Red café – he could end up having more hours away from his home location. By setting Joe’s default location to the Big Blue Coffee Retailer, you can make sure Joe is scheduled there first, and at the Little Red café second.
Below are instructions for setting a staff member’s default location.
Location Settings
Go to the location where the employee is currently working. Select this location from the drop down menu at the top right corner of your screen.
Go to the Employees list
Navigate to the Employees tab and click on Employees.
Select an Employee
Choose an employee and click on the blue Edit button.
Locations
On this employee’s Employee Information page, click on the Locations tab.
Select a Location
To set this employee to a new default location, click on the drop down box and choose which location. Remember to save!
What some of our clients have to say ...