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Add or Remove Locations to an Employee

Share employees between locations. Add and Manage employee locations

Written by Kathy Gwinnett

Rotas and Workforce Management gives you the opportunity to segment your account with locations and the possibility to share employees between them. More about it in this article. Administrators play a crucial role in configuring permissions, ensuring that employees or managers can access multiple locations without requiring administrator-level privileges.

A location can represent a different site, but also a different department in the case of larger organisations. Administrators must ensure that permissions are appropriately managed to allow employees to operate across these locations or departments securely.

A) Manage locations in employee profiles (Administrator privileges are required for these actions)

  1. Go to the employee profile under HR -> Employees

  2. Click on Roles and Positions

  3. You can switch branches to see the different roles and positions for each respective branch.

You can also add/remove branches by clicking on "Edit settings".


B) Edit Settings

  1. Chose primary (most used) location

  2. Under ''Other locations'' click on the location you want to add or on the "X" of an existing location to remove it

  3. Click on Save

You can also set the Primary position.


C) Roles and positions

When you add an employee in a new location, you will have to assign him a role and positions. They can be different by location. Administrators must also ensure that the employee has the necessary permissions to access and perform their role in the new location.

See this article for more about Rotas and Workforce Management roles.

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