Add your first location

A location is a place your team works: a café, a shop, a second branch. Add one before you invite anyone. Every invitation must name a work location, and a person with no work location can neither clock in nor be scheduled.

If the guided setup already created your location, start at step 2.

1. 1

   Add the location

   Open Locations and select Add Location. Enter a Name and, if you like, an Address. Leave the three GPS fields empty: you set the pin on a map in step 3. Select Create.

   

2. 2

   Open its Clock-in tab

   On the location's row, select Settings, then Clock-in.

3. 3

   Place the pin and set the radius

   Scroll to GPS Location. Locate on Map finds the address you entered. Then click the map or drag the pin to the exact spot.

   If Geofence Radius (meters) is empty, placing the pin fills in 50. Change it to cover the whole workplace, from 10 to 10,000 metres. Then select Save on that card. The pin and the radius are saved together, or not at all.

   

Once the location has coordinates, the GPS Confirmation card appears, switched on. From then on a clock-in passes the GPS check when the phone is inside the circle or exactly on its edge. See GPS location checks.

If you skip the pin#

A new location starts with Manual clock-ins need approval switched on, in the Review card of the same tab. With no pin and no NFC tag, nothing can prove that a person is on site. Every such clock-in is accepted and held for a manager to approve.

While that switch is the only check the location has, Atteny refuses to switch it off. Add a pin or a tag first. See Clock-ins that wait for a manager's approval and NFC tags.

What the location still needs#

While something is missing, a panel titled Finish setting up this location sits above every tab of the location. It can list four things, each with a link to the place where you fix it:

• Opening hours, while Scheduling is on and no day has hours. Until you save them, Auto Schedule staffs every day of the week as 09:00 to 17:00 for one person, the coverage rows on the schedule show no demand, and in Fixed Hours nobody at this location gets a shift.
• A pin or a tag, while neither confirms that people are on site.
• A tag, when the required tag tap was saved as on and the location has no active tag.
• People, while nobody is assigned here.

Closing the panel hides it only until you open the page again.

If another location already has opening hours, a new location starts with a copy of them.

Who works here#

If you have no work location yet, you are assigned to the location you create: for the owner, that is the first one. A person you invite is assigned to the location named on the invitation.

To change someone's locations later, open Employees, the person, then the Employment tab, and select Edit. Choose the locations under Work locations. Only an admin can do this.

That tab is listed while Payroll is on. With it off, open the person's profile and replace personal at the end of the address with employment. A person whose profile is missing its work location also shows a notice with the link Complete setup, which opens the same page for an admin.

The rest of the location#

A location has up to five tabs: General, Clock-in, Areas, Scheduling (while Scheduling is on) and Timesheets. The Clock-in tab also holds the switches for a required tag tap, GPS confirmation, review, secure tags and offline clock-ins. Locations explains each tab, each switch, and how to deactivate a location.

What happens next#

With Payroll on, Set roles and pay rates first: an invitation is refused while its employment type has no pay rate. Then Invite your team. A button is missing? See I can't see a button or page someone else has.