You can restrict employees from sites in both the Manage people and Manage sites sections of Schedule Xpress.

In this article, we'll look into the following on Restrictions in Schedule Xpress:

Enabling Restrictions field

Employee restrictions in Manage people

Site restrictions in Manage sites

You'll first need to ensure that the Restrictions field is turned on inside of Manage people and Manage sites. You can do this by clicking the Settings cog alongside your sections list.

Then, head to the Employee form or Site form to add the Restrictions field into the profile section.

You can choose to restrict employees from a site from within the Restrictions section of an employee profile. The two types of Restrictions are:

Note: Any restrictions added at site level will display in the employee Restrictions section.

Once selected, it will look as below.

Press Save to complete.

When you attempt to schedule the employee at the site they have chosen not to work at, or are banned from, you'll receive the following error message.

In the Restrictions sections of the employee profile, you can choose Show active sites only. If you do not choose this option, it will show Inactive sites as well.

You can choose to restrict employees from a site from within the Restrictions section of a site profile. The two types of Restrictions are:

Note: Any restrictions added at employee level will display in the site Restrictions section.

Once selected, it will look as below.

Press Save to complete.

When you attempt to schedule the employee at the site they have chosen not to work at, or are banned from, you'll receive the following error message.

In the Restrictions sections of the site profile, you can choose Show active employees only. If you do not choose this option, it will show Inactive and Archived employees as well.

If you need more information on employee restrictions, please Contact Support now!