Creating a New Site in WorkWeek

Next: Auto Clock-Out in Site Settings

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:

Watch: create a site

Follow the site name, location and settings in the recording. Choose rules for the site’s actual working arrangements; the example settings are not a default for every customer.

How to Add a New Site in WorkWeek — WorkWeek

Open the source guide in Ask Megan · WorkWeek sign-in required for the 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.

Find the address and rule selectors together in the site form. This is a cropped training-video still; the values shown are examples, not recommended settings.

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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