A location refers to a physical area or facility where employees are
scheduled to work like a building, an assembly line, or a patrol route.
Locations are used by both shifts and
employees. Shifts must be worked
at a certain location. You can define a list of locations and select one
from the list when you are editing or creating a shift. Employees must
have a home location (where he/she usually works) and one or more authorized
locations where he/she can work. Snap Schedule 365 will display a
when you schedule an employee to work at a location where the employee
is not authorized to work. You can also define
custom data fields for and group/filter employees and shifts by your
To add a location:
From the Manage tab, click Locations.
Then, click .
Specify whether or not the location is active by checking/unchecking
the corresponding checkbox.
Enter the required code and description for the location.
Optionally, you can enter free-form notes about the location.
- Salutation: The salutation for an employee at
the location (Mr., Mrs., Dr., etc.).
- First name: The first name of an employee at the
- Middle name: The middle name of an employee at
- Last name: The last name of an employee at the
- Name suffix: The name suffix (Jr., Sr.,
etc.) of an employee at the location.
- Company name: The location's company name if the
location belongs to another business.
- Address: The location's mailing address. This
can be used to calculate the latitude/longitude coordinates of the
- City: The location's city.
- State: The location's state.
- Postal code: The location's postal code.
- Country code: The code of the location's country.
- Home phone: The location's home phone number.
- Work phone: The location's work phone number.
- Mobile number: The location's mobile phone number.
- Other phone: An alternative phone number for the
- Fax: The location's fax number.
- Email: The location's email address. Click the
send an email to the email address using the default email program
on your device.
Optionally, you can enter a list of network
IP addresses for the location. These can be used when you want employees
to only punch
in/out from the specified IP addresses. After each IP address, enter
a comma followed by a space (“, “) to delimit each entry.
Snap Schedule 365 gives you the option to
enter information about a circular geo-fence that employees
Remote Access must be physically within bounds of in order to punch
in/out of shift assignment . The latitude and longitude values are the
geo-coordinates of the center of the location's circular geo-fence. You
can click Calculate from contact information to get latitude/longitude
values based on the location's address. The radius is half of the width
of the circular geo-fence.
To authorize employees to work at a location:
Click the Authorized Employees tab.
Check/uncheck the Authorized check box to the
right of each employee to authorize the employee to work at the location.
Check/uncheck the Home check box to the right
of each employee to set the location as the employee's home location.
Tip: If you uncheck an Authorized check box
while the corresponding Home check box is checked,
or if you check a Home check box while the corresponding
Authorized check box is unchecked, both check boxes
will have the same state. An employee cannot set his home location
to a location which he/she is not authorized to work.
The Custom Fields tab displays the 25 custom employee fields in the employee
record. Snap Schedule 365 allows you to configure up to ten text fields,
five number fields, five date fields, and five checkbox fields. To configure
these fields, click the
button from the employee list. Setting values in each of these fields
helps you identify and track unique aspects that are important to your
particular business. Simply leave the field blank if you do not wish to
enter any information in the field.