How do I create a new Location?

Locations are used as a filter in certain parts of Focus, such as User Rights and Roll Calls. This guide will look at:

  • Creating a new Location
  • Assigning Locations to Employees
  • Locations and User Rights
  • Locations and Roll Calls

Creating a new Location

  1. Select ‘System’ from the Menu Bar.
  2. Select ‘Locations’ from the System Tree.
  3. Select ‘Create New’.
  4. Give the Location a ‘Name’.
  5. Save.

Assigning Locations to Employees

Individually

Use this method when you only have one or two Employees that require a Location to be assigned to them.

  1. Select ‘Employees’ from the Menu Bar.
  2. Navigate to the required Employee from the Employee Tree.
  3. Select the ‘Locations’ tab.
  4. Tick the required Location(s) to assign.
  5. Save.

Group Action

Use this method when you have an entire Group of Employees that require a Location to be assigned to them.

  1. Select ‘Employees’ from the Menu Bar.
  2. Right-click on the required Group from the Employee Tree.
  3. Select ‘Group Actions’.
  4. Select ‘Primary Group Only’.
  5. The Group you initially right-clicked on should be automatically ticked in ‘Group’. Select any other Groups if required.
  6. In ‘Set Field’, select ‘Assign To Location’.
  7. In ‘New Value’, tick the required Location(s).
  8. Ensure ‘Action’ is set to ‘Assign’.
  9. Select ‘Apply’ - a warning message appears.
  10. Select ‘OK’ if you wish to proceed.
  11. When the ‘Success’ message appears, select ‘OK’ again.

Locations and User Rights

When creating or editing Users, selecting the new Location will allow the User to have access to Employees who have this Location assigned to them.

Example A:

An Administrator has their permission set to All Locations and so they have access to all employees.

Example B:

A User has their permission set to only one Location. All of their other permissions could be exactly the same as the Administrator, yet they will only have access to employees who have this specific Location assigned to them.

Locations and Roll Calls

When setting up a new Roll Call, selecting the new Location in Clock Locations allows any Employee who is clocked in at this Location to show on the Roll Call. 

When the Roll Call is launched, the new Location will appear alongside any others in the drop-down menu selector.

Likewise, when the Roll Call Monitor is launched, the new Location will appear alongside any others in the drop-down menu selector.

Related Articles

How do I set up a Geofence?

Draw an area on the map to define a Geofence, an area where your team must be inside before they can perform a valid clocking.

How do I create Users with restricted access to Employees?

Create Users that can access the employees they need to, based on Groups, Locations, Projects, or any other requirement.

Skill Level

Intermediate