Set up the Employee Scheduling add-on

About scheduling

With scheduling, employees in your organization can use OnLocation Mobile to schedule where they'll be working. You need the Account Owner user role to access these settings.

While enabling the add-on, you are prompted to select the global settings for all locations using employee scheduling. Settings include:

• Choose if bookings can be made for a full day or hourly
• Allow global roaming employees to make bookings at locations they are visiting
• Limit bookings to the location's occupancy limit
• Prevent employees who have not made a booking from signing in
• Limit bookings to operating hours
• How far in advance bookings can be made
• Schedule visibility to other employees

Locations can opt to choose their own settings later.

Enable the add-on

1. Go to Tools > Account.
2. Select Add-on Management from the left-hand menu.
3. Next to Employee Scheduling, click the slider to enable the add-on.
   
   
   
   
4. Select the locations to enable scheduling, choose All or Selected, and then select the locations.
5. Choose the scheduling mode: Whole day or Hourly.
6. Select the checkbox to allow Global Roamers to schedule when they’ll be working from a location other than their home location.
7. Select the checkbox to limit the number of employee bookings to the occupancy limit for the location.
8. Select the checkbox to prevent employees from signing in if they haven’t set their schedule in advance.
9. Choose whether bookings should be limited to the operating houses: No Limit, Operating Hours or Limit by curfew.
10. Choose how far in advance employees can schedule where they'll be working: 1 day, 7 days, 30 days, 90 days, 365 days.
11. Choose whether employees can see who else is scheduled at the time of booking: All employees can see all schedules, Same home location, Same home location and department, Hide all schedules.
12. Click Save.
    
    
    
    
13. Click Save on the Add-On Management screen.