Create or Inactivate Locations
Note: Users must have Business Admin privileges to create locations.
Organizational Structure
Within Orbital Shift, you will structure your Business into one or more Location(s) > Department(s) > Position(s) > Employee(s).
Note: If an employee works the same position in multiple locations, then Shadow Events will display the scheduled events across multiple Locations. However, all Business schedules cannot be viewed on the same page.
Create Locations
The first step in configuring your account is to setup all of the Locations that you will need. The following is a short list of some potential uses for multiple Locations:
- Multiple physical Locations (Example: Seattle, Austin, Nashville, North Store, West Store, etc.)
- Buildings or other business types on the same property (Administration Building, Payroll Periods, Restaurant, Hotel, ski school, etc)
To add additional Locations:
- From the menu bar, click Admin.
- Select Locations from the drop-down list.
- On the Locations page, click the Create Location link.
- Enter the Location Name.
- Enter an Abbreviation for the location's name.
- Optionally, enter a Phone Number and choose a Sort Order.
- Enter the location info: Address, City, State, Zip Code, and Country.
- Click the Add Location link to finalize.
To *Inactivate an unused Locations:
- From the menu bar, click Admin > and select Locations.
- In the list on the left, select the Location you would like to make *Inactive.
- Next, click the Edit link above the Location information.
- Unmark the Active checkbox.
- Click the Update link at the top.
Note: *Inactivating a Location will remove any single Location Employees from the active user count towards Billing. However, the Employee will still remain in the active Employee list until manually *Inactivated.