Adding a new site in WorkWeek is a straightforward process that ensures accurate tracking and management of site-specific activities. Here's a step-by-step guide:
Steps to Create a New Site:
1. Initiate Site Creation
- Click the Add Site button on the Sites page.
- Enter a Site Name in the provided field and click Next.
2. Manage Employees
- In the Manage tab, assign employees to the site:
- Use the Available Employees list to add employees by clicking on their names or selecting Add all for bulk assignment.
- Assigned employees will appear in the Site Employees list, where they can also be removed if needed.
3. Set the Location
- Navigate to the Location tab.
- Enter the site’s address in the provided field. If the site doesn't have a formal address, click Don't have a street address? for alternative input options.
- Use the integrated map for visual confirmation of the site’s location.
4. Add Rules (Optional)
- In the Settings tab, you can define site-specific rules such as:
- Time Adjustment Rule: Automatically adjust time entries.
- Time Deduction Rule: Deduct time for unpaid breaks.
- Auto Clock-Out: Enable automatic clock-out to ensure accurate timesheet management.
5. Finalise and Share
- After setting up, the site is ready for use. You can:
- Copy Site Link: Share the site link with employees for easy access and verification.
- Make further edits to refine settings or employee assignments.
Summary:
- Quick Setup: The process is designed to be intuitive, guiding you through each necessary step.
- Flexible Management: Easily assign employees and define rules tailored to site needs.
- Location Precision: Ensures accurate tracking and operational efficiency.
By following these steps, you ensure that your new site is correctly configured for seamless integration into your team's workflow.
←Previous Page: Sites Overview
→Next Page: Auto Clock-Out in Site Settings
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