Creating customer and sites

All you need to know about creating customers and sites in Schedule Xpress

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Written by Celayix Support
Updated over a week ago

You can visit your Manage sites to create customers and sites in Schedule Xpress.

Note: In this article, we refer to them as customers and sites. These may be labelled differently in your Custom & reference labels.

Custom & Reference labels in Settings in Schedule Xpress

In this article, we'll look into how you can add customer and sites in Schedule Xpress:

Creating a customer

Creating a site


Creating a customer

Head to Manage sites and click the wrench in the top-right corner to create a customer.

Wrench tool contains Create customer in Manage sites

Click Create customer.

Creating a customer in Manage sites in Schedule Xpress

Here, you can fill out the details of your customer; including name, address and contact details.

Then press Create.

Creating a customer in Manage sites in Schedule Xpress

It's important to know that a customer will not display in the main body of the Manage sites module, unless a site is applied to the customer. However, you can still find the customer in the Show sites for customer section.

Show sites for customer in Manage sites in Schedule Xpress

Creating a site

You can either create a site from scratch or clone an existing site. Let's first look at creating a site from scratch.

Head to your Manage sites section and press Create site toward the top-right corner.

Creating a site in Manage sites in Schedule Xpress

Here, you can fill out all the relevant details and press Save. We've named the site Vancouver Local 1.

Creating a site in Manage sites in Schedule Xpress

You can also clone an existing site. This is a much faster way of creating a new site if the details of the new site are very similar.

To clone a site, click on the site you'd like to clone and inside, there's an option to Clone site.

Cloning a site in Manage sites in Schedule Xpress

When you click Clone site, your new site will be created. However, the only difference will be that it will be labelled with the original site name and copy. You can now make any changes necessary.

Site name in Clone site in Manage sites in Schedule Xpress

Site fields

Let's look at sections and their respective fields that you can fill.

Note: You can use your Site form to determine which sections are shown.

Site sections in site profile

Customer name

Once you've named your site, you'll need to ensure that you place the site under the correct customer. In this case, we'll be choosing the customer we created initially - Vancouver Local Store.

Customer name under site in Create site in Manage sites in Schedule Xpress

Site colors

You can choose a Site color. If you're layout display options are set to show shift colors by site, then any shifts in the Schedule module will show by the color applied.

You can read more about this setup in Shift colors.

Site color in Create site in Manage sites in Schedule Xpress

Contact

The Contact section is relatively self-explanatory. You'll need to fill out all the general details for site.

Note: Site supervisor notifications SMS number and Site supervisor notifications email are related to receiving eClock alerts at site.

Contact in Create site in Manage sites in Schedule Xpress

Geofencing

You can set up geofencing coordinates for site.

Geofencing in Create site in Manage sites in Schedule Xpress

The easiest way to do this is to hit the refresh button and the geolocation coordinates will populate based on your site address in the Contact section.

Pressing refresh to populate the geolocation coordinates for site

You'll see the site will appear on the map.

Map in Geofencing

For more information on geofencing set up at site level, view our Geofencing & Live Map View article.


eClock alerts

You can determine eClock alerts at site level once the site is saved. You can read more about this in our eClock Alerts in Schedule Xpress article.

eClock alerts in Create site in Manage sites in Schedule Xpress

Settings

Settings refers to the record access groups which this site applies to. These can be altered accordingly.

Settings in Create site in Manage sites in Schedule Xpress

Time zones at site level

You can now add Time zones in the Settings tab at site level in Manage sites. This feature is useful if you have sites across different provinces/states.

The default setup is for time zones to be used based on an employee time zone. This feature allows you to determine the time zone by the site location instead.

Important: Note, you can only use an employee time zone or a site time zone. Not both. We recommend you only consider this feature if your company has employees that travel across different time zones.

Please Contact Support if this is a feature you'd like to use.

Applying a time zone at site level

Qualifications

Qualifications can be set at site level to ensure that employees have the required qualifications to work at this site.

You can either apply general qualifications such as being English or Mandarin fluent, or you can apply site authorized qualifications, which is relative to this site. Site authorized qualifications will have to be applied at employee level.

Qualifications in Create site in Manage sites in Schedule Xpress

Max hours

Max hours allows you to create a total of maximum hours for this particular site per:

  • Day

  • Week

  • Month

If you select an option to use, it will prompt you to type the maximum number of hours and to choose an effective date.

Max hours in Create site in Manage sites in Schedule Xpress

Bill rates

You can add a bill rate per site and include the effective date.

Note: If the effective date is before the date you create the bill rate, you may need to reset your distribution in eTime Xpress' Time & Attendance to apply the new bill rate to previous days.

Bill rates in Create site in Manage sites in Schedule Xpress

References

You can apply references at site level.

If you need to set up site references, you can do this in your Custom & reference labels.

References in Create site in Manage sites in Schedule Xpress

Once your site is saved, you'll be able to view it in the Manage sites module.

Customer and site displayed in Manage sites in Schedule Xpress

For more information on creating a customer or site, Contact Support now!

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