The Jobs, Location, and Location Groups Settings pages will show you all of the jobs, locations, and location groups associated with your workers. On each corresponding page, you can create new jobs, locations, or location groups and manage existing ones.
Jobs, locations, and location groups are a critical component when setting up segments, and ensuring the correct Onboard and Compliance Requirement tasks are sent to the correct workers.
What is the difference between a location and a location group?
A location is where a job is located that a worker is employed at. It can be an address, city, or general area such as a market or district. The location could also be remote, meaning the employee works from a home office.
You can also choose to place locations into location groups. Think of location groups as internal folders used for organizing locations.
General Page Navigation
To navigate to the Jobs, Locations, or Location Group pages, click your company logo in the bottom left corner and then Settings. Next, click the Jobs, Locations, or Location Group tile.
Each page will contain a list of existing items, a search, an Add new button, a column customization button, and a filters button.
You can also take bulk actions on any of the three screens by checking the boxes to the left of the job, location, or location group names, which will trigger the bulk actions menu to appear at the bottom of the page.
To review the job, location, or location group information, click the name on the table, which will open a review screen to the right.
Manage Attribute Buttons:
You may notice there are also Manage attributes buttons on the Jobs, Location, and Location Groups Settings pages. An attribute is any piece of useful information that can be added to enhance your data. Currently, job, location, and location group attributes are not used anywhere within Fountain and are informational only, but new functionality will be added soon.
Locations
If you are using Fountain Hire, individual locations associated with each applicant will be automatically created in Worker Experience as they are hired. However, you can also create new locations manually.
To create a new location manually, follow the steps below:
On the Locations Settings page, click Add Location in the top right corner.
Type a name for the location. This is the only required field. However, Fountain recommends adding as many details as you can to ensure locations are clearly identifiable, which includes adding the location address.
If the location is remote, toggle on “this location is remote” on.
If you want to include this location in a location group, you can select it on this creation screen.
You can also assign a user as the owner of this location. This can be helpful if you plan to permission your users to only see information in Fountain based on the locations they are assigned to.
Click Save when finished.
Updating Locations
To edit an existing location, follow the steps below:
Click on the 3 dots button to the right of the location’s name in the Location Settings page table. Then click Edit location in the dropdown. You can also delete locations with this button.
Make and review your changes.
Click Save.
Location Groups
If you are using Fountain Hire, individual location groups tied to the locations associated with each applicant will be automatically created in Worker Experience as they are hired. However, you can also create new location groups manually.
To create a location group manually, follow the steps below:
On the Location Groups Settings page, click Add Location Group in the top right corner.
Type a name for the location group. This is the only required field. However, Fountain recommends adding a description to ensure this location group is easily identifiable by your users.
You can also assign a user as the owner of this location group. This can be helpful if you plan to permission your users to only see information in Fountain based on the location or location groups they are assigned to.
Click Save when finished.
Updating Location Groups
To edit an existing location group, follow the steps below:
Click on the 3 dots button to the right of the location group’s name in the Location Groups Settings page table. Then click Edit location group in the dropdown. You can also delete location groups with this button.
Make and review your changes.
Click Save.
Jobs
If you are using Fountain Hire, individual jobs associated with each applicant will be automatically created in Worker Experience as they are hired. However, you can also create new jobs manually.
To create a new job manually, follow the steps below:
On the Jobs Settings page, click Add Job in the top right corner.
Type a name for the job. This is the only required field. However, Fountain recommends adding a description to ensure this job is easily identifiable, especially if you have similar jobs across your workforce.
Click Save when finished.
Updating Jobs
To edit an existing job, follow the steps below:
Click on the 3 dots button to the right of the job’s name in the Jobs Settings page table. Then click Edit job in the dropdown. You can also delete jobs with this button.
Make and review your changes.
Click Save.
Add Locations or Jobs to a Worker Profile
After creating jobs and locations, you can edit an existing Worker Profile to specify the job role and location associated with the worker. This can be helpful when setting up segments and filtering on the Workers screen.
To attach a job or location to a Worker Profile, follow the steps below:
Click Workers in the sidebar
Click on the name of a worker.
Click Actions on the left and then Edit in the dropdown.
Scroll down to the Locations and Job fields.
Select the job and/or location.
Scroll to the bottom and click Save.
Important Note:
Location groups are not assigned to workers, as these are used for internal organization of locations.
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