Locations are the physical places where your business activities are operated and your employee work. You can set up the trading days and times, create clocking QR codes, and update system users' location access in Locations.
Basic settings
Go to Locations in the configuration(the cog icon in the top right-hand corner).
Select the specific location.
Enter the external reference, which will be required for importing financial information into the system with a template.
You can change the status and the start week of this location if needed.
Assign this location to a location group if applicable.
Trading dates, trading days, and trading time
Go to the Details tab and scroll down to the Trading Dates/Trading Days section.
Specify the trading dates, days, and times, then click Update.
Clocking codes
Before creating clocking codes, ensure you have turned Clocking on in General Settings. You can set up clocking rules and create clocking codes with these steps:
Go to General Settings in the configuration.
Ensure that clocking has been enabled and the relevant clocking rules are set up as needed.
Once the clocking is set up, the Clocking Method will appear in Locations. Select the method that suits your needs and click Update. The Clocking tab will then appear.
Go to Clocking and click on Add Location Code.
Give the location code a name and set up the rules as needed, then click Add.
Require Date of Birth Check: Employees will be asked to enter their date of birth to clock in.
Require Image: Employees must upload a picture to clock in.
Click the cog icon where you can see 5 different functions:
Edit: The section where you can update the clocking rules.
Generate QR: Allows you to generate and download the clocking QR code.
Copy to Clipboard: Copies the clocking URL to your clipboard.
Refresh: Generates a new URL, and the previous clocking code will expire.
Delete: Removes the location code.
System users' location access
System users' access is restricted by roles, departments, divisions, and locations. Location attachment decides which sites a system user can access and manage activities.
Before assigning system users to a specific location, please ensure that the users have been created.
Go to System User.
Select required users in the drop-down menu and click Add.
You can also click Detach to remove the user's access to this location.
Did you know...?
Once employees are created and a location is attached, you can view a list of employees working at that location in the Employees section.
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