How to Add Locations in Your ZipID Workspace: A Step-by-Step Guide
Managing teams across multiple locations can be challenging, but ZipID makes it simple. With the ability to create, edit, and delete locations, or “hives,” in your workspace settings, you can streamline communication, manage tasks efficiently, and ensure compliance at every site. This guide will show you how to set up and manage locations in your ZipID workspace.
Why Adding Locations in ZipID Matters
Customizing locations in ZipID ensures your team operates smoothly, regardless of geographical diversity. Here’s how it benefits your organization:
Streamlined Communication: Assign location-specific tasks and notifications to the right team members.
Efficient Workflow Management: Organize I-9 compliance and E-Verify tasks by region for better oversight.
Improved Accountability: Track progress and performance at each site, ensuring no location falls behind on compliance tasks.
Step-by-Step Instructions to Add Locations in ZipID
Step 1: Log Into Your ZipID Admin Account
Make sure you’re logged in with admin access. Only primary or secondary admins can add, edit, or delete locations.
Step 2: Access Your Locations Dashboard
Navigate to your workspace settings by clicking the four-box icon on the main dashboard.
Select the "Locations" tab to view your current list of hives.
Step 3: Add a New Location
Click the "Add Location" button.
Fill out the necessary fields, including the location name (e.g., “Atlanta Office”), address, and contact information.
Assign team members to this location to ensure clear responsibility for compliance tasks.
Step 4: Customize Location Details
Add specific team members to manage I-9 forms and E-Verify processes.
Enable location-based notifications for improved communication and accountability.
Step 5: Save and Confirm
Once you’ve completed all details, click “Save” to finalize the new location.
Editing or Deleting Locations in ZipID
To Edit a Location: Select the location from the dashboard, update the necessary fields, and click “Save.”
To Delete a Location: Navigate to the location in your settings and click “Delete.” A confirmation will appear to prevent accidental deletions.
Best Practices for Managing Locations in ZipID
Keep Information Updated: Regularly review location details to ensure addresses, contacts, and team assignments are accurate.
Delegate Responsibilities: Assign a primary and secondary admin for each location to ensure tasks are completed on time.
Leverage Notifications: Set up location-specific alerts to keep teams informed about deadlines and compliance requirements.
Frequently Asked Questions
Can I Add Multiple Locations at Once?
Currently, locations must be added individually to ensure accurate information and assignments.
Who Can Access Location Settings?
Only primary and secondary admins have permissions to add, edit, or delete locations.
Can I Assign Team Members to Multiple Locations?
Yes, team members can be assigned to more than one location for increased flexibility in task management.
Start Managing Your Locations with Ease
Customizing locations in ZipID is key to streamlining your compliance tasks and ensuring smooth operations across regions. For additional guidance or troubleshooting, explore more articles in our Help Center for detailed tutorials and tips.
If you’re still struggling or need personalized assistance, don’t hesitate to contact us directly—we’re here to help you every step of the way!