In Schedule Xpress, it's likely that you'll be creating customers and sites fairly often. This article breaks down how you can do it.
Note: In this article, we refer to them as customers and sites. As the user, you're given the autonomy to change these labels, and so please be aware they may be labelled differently in your database. You can check by visiting Settings > Custom & Reference labels.
In this article, we'll be focusing on the following in adding customers and sites in Schedule Xpress:
Creating a customer
To create a customer, head to Manage sites and click the wrench in the top-right corner.
Then, click Create customer.
Here, you can fill out the details of your customer, including name, address and contact details. Then press Create.
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.
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.
Here, you can fill out all the relevant details and press Save. We've name the site Vancouver Local 1.
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.
When you click Clone site, your new site will be create. 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.
Back to creating a site from scratch.
Customer name under site
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.
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.
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.
You can set up geofencing coordinates for site.
The best way to do so is to find your location in Google Maps. From there, you can right click on the location pin to find your coordinates. By pressing on the coordinates, it will copy to your clipboard and you can paste them in.
For more information on geofencing set up at site level, view our Geofencing & Live Map View article.
You can determine eClock alerts at site level once the site is saved. You can read more about this in our eClock Alerts - Alerts in Schedule Xpress article.
Settings refers to the record access groups which this site applies to. These can be altered accordingly.
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.
Max hours allows you to create a total of maximum hours for this particular site per:
If you select an option to use, it will prompt you to type the maximum number of hours and to choose an effective date.
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.
If you require it, you can apply references at site level.
Once your site is saved, you'll be able to view it in the Manage sites module.
For more information on creating a customer or site, contact us now!