Objective
The objective of this tutorial is to help you understand how to create, edit, or delete a location.
Overview
Access from your: Computer
Applies to: Managers/Admin
Things to know before you begin:
- You must have a manager/admin access privileges to create locations.
- The primary location is the default location which is added once you provide information while signing up with Humanity.
- The field of Phone number is for the Primary Location only.
- You cannot delete a primary location.
- You cannot restore a location once deleted.
The scenario outlined in this tutorial consists of the following building blocks:
- Create a Location
- Edit a Location
- Delete an Additional Location
Create a Location
Step 1: Go to Staff module and click on Locations & Positions, as shown in Image 1.
Image 1
Step 2: Click on the New Location tab from the top right-hand corner > Add Details as follows:
- Mandatory details to be added are: Name, Time Zone, Address
- You can also copy positions from other additional locations (optional).
Once the details are added, click on Create Location, as shown in Image 2.
Image 2
Edit Location(s)
Step 1: Click on the existing details i.e.
- Location Title
- Address
- Timezone
And edit them by typing, once done click OK to confirm the modifications, as shown Image 3.
Image 3
Delete an Additional Location
Step 1: Click on the Cross icon next to the location you wish to delete, confirm with OK, as shown in Image 4.
Image 4
If you have any further queries, please don't hesitate to reach out to us at support@humanity.com.