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Locations Tab

Updated this week

Overview

Shiftlab allows administrators and managers to manage location-specific information and settings. This includes updating contact information, store hours, automation preferences, and time clock settings for each location.

When to Use This

  • Updating location contact information (address, ZIP code, phone number)

  • Activating or deactivating a location

  • Configuring location-specific scheduling metrics

  • Managing automation rules for a single location

  • Setting store hours or time clock usage for individual locations

Step-by-Step Instructions

Video Instruction

Accessing Location Management

  1. From the main scheduling page, click Location in the top navigation bar.

  2. View a list of locations:

    • Managers see locations that report directly to them.

    • Company admins see all locations.

  3. Select a location to view its schedule or edit its settings.

Editing Location Information

  1. Click the Information bar for the selected location.

  2. Update the following fields as needed:

    • Address

    • ZIP code

    • Phone number

    • Location status (Active/Inactive)

    • Store IP address

    • Default scheduling metrics

    • Enable Auto Invite for employees at this location

  3. Save changes to apply updates.

Managing Store Hours

  1. Access Store Hours within the location settings.

  2. Configure hours on a per-location basis, independent from company-wide settings.

  3. Save to apply the updated hours.

Configuring Automation Settings

  1. Access Automation Settings for the location.

  2. Adjust rules specific to this location or align with company-wide settings.

  3. Available options include:

    • Opening and closing duty extensions

    • Minimum and maximum hours per role

    • Break and coverage plans

    • Assigning smart templates

  4. Save to apply automation rules.

Time Clock Settings

  1. Access Time Clock Settings for the location.

  2. Enable or disable the time clock feature for employees at this location.

  3. Save changes to activate or deactivate the time clock.

Key Details & Definitions

  • Auto Invite: Automatically sends scheduling invitations to employees assigned to the location.

  • Automation Settings: Rules that affect shift start/end times, coverage, and role-based scheduling for a location.

  • Time Clock: Feature allowing employees to clock in and out at a specific location; optional per location.

  • Store Hours: Hours of operation for a specific location, configured independently of company-wide hours.

Troubleshooting & FAQs

Cannot edit a location: Ensure you have manager or company admin permissions.

Changes not saving: Confirm all required fields are completed before saving.

Automation settings not applying: Check whether the location is set to override company-wide automation.

Time clock unavailable: Ensure the feature is enabled for the location in Time Clock Settings.

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