Overview
The Settings page on the WX app is a one-stop shop to set up details that pertain to your workers. Locations and Jobs can be helpful in setting up segments, as onboarding & compliance tasks are likely tied closely to location and role. Each of these settings can be associated with every one of your workers.
Note: These are only for internal use, and will not be seen by workers.
Locations
To set up a location:
Click Settings in the sidebar
Select the Locations option
Click Add Location in the top right of the screen
This will open a form to add a new location, where you can give it a Name, a Description, and an address
Click Add to add it to your list of active locations.
After adding a new location, you will be redirected back to the Locations page. Here, you can review all the locations that have been set up in the Locations table.
Toggle on This location is remote to nullify the address fields.
To edit an existing location:
Click on the name of the location within the Location table
Make and review your changes
Click Save
Jobs
To set up a job:
Click Settings in the sidebar
Select the Jobs option
Click Add Job in the top right of the screen
In the Add a new job pop-up that opens, fill out the Name field and optionally add a Description of the job
Click Add to add it to your list of active jobs
After adding a new job, you will be taken back to the Jobs page, where you can review a list of all jobs for your company.
To edit an existing job:
Click on the name of the job within the Jobs table
Make and review your changes
Click Save
Add Location & Job to a Worker Profile
After creating jobs and locations, you can edit a worker's profile to specify their current job role and location. This can be helpful when setting up segments and applying filters in the Workers table.
To specify a job and location value for a worker:
Click Workers in the sidebar
Click on the name of any worker in the table
In the profile view that opens, select the Location or Job dropdown to view a list of all options
Once a location or job has been selected, it will be saved to the worker profile - no need to click a save button! These values can then be viewed in the worker table as well.
Related Articles
⬅️ Previous article: Settings
➡️ Next articles: