Create A Location

Create A Location

Navigation: Home>My Client Groups>Show More from the Quick Actions>Location Details>Add>Enter Information>Submit

From the home screen, click My Client Groups

Next, click Show More

Scroll down and under Workforce Structures, click Location Details. As a note, we can search Location Details by clicking Ctrl F

To create a location, click Add

Select the information we want to manage. We recommend selecting all the boxes unless the information included in the box is optional and not required to be entered by wer team. Click Continue

Enter the information in the When and Why section, then click Continue

Follow this same process and complete the information in each section. The information needed in each section will depend on wer configurations. We can also edit the information in each section by clicking Edit. Once we have added the information in the sections below, click Submit. The Location has been created.