Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following user access levels: Manager, Admin

Managing your organisation’s worksites helps you group employees by location and determine which roles apply to each site.

The Worksites & Positions feature lets you create new worksites from scratch or by copying and editing existing ones. You can also add job positions and manage your records by disabling, enabling, or deleting saved worksites as needed.

Getting started

Create work site

On the main menu, click Settings.
On the submenu, click Worksites & Positions.
Click + Work Site.
On the drop-down menu, select either:
- From existing work site (if you already have a worksite to use)
- New work site (to create a worksite from scratch)
If you selected From existing work site, complete the fields on the Copy from existing work site popup then click Copy. Otherwise, skip to step 6.

Helpful Hint

To learn more about the Copy from existing work site popup and the option to copy other workflows, visit this article's Copy work site section below.
On the Create Work Site form, complete the fields.
(Optional) Click + Add another position if needed then complete the additional fields.
Click Save.

Manage data

Edit work site

On the main menu, click Settings.
On the submenu, click Worksites & Positions.
Find the work site you want to edit and click its three dots (...) button.
Select Edit.
On the Edit details page, edit the field(s) as required.
Click Save.

Copy work site

On the main menu, click Settings.
On the submenu, click Worksites & Positions.
Find the work site you want to copy and click its three dots (...) button.
Select Copy.
On the Copy from existing work site popup, fill in the fields.

Important

Ensure you select the correct work site from the You are duplicating values from work site field. This determines which work site's information to copy.

If you would also like to copy the selected work site's employees, tick the optional Copy positions checkbox. This unlocks the Copy employees checkbox, which you can then tick.
Click Copy.
On the Create Work Site page, complete the fields.
(Optional) Click + Add another position if needed then complete the additional fields.
Click Save.

Disable and enable work site

To disable a work site:

On the main menu, click Settings.
On the submenu, click Worksites & Positions.
Find the work site you want to disable and click its three dots (...) button.
Select Disable.
On the Are you sure you want to disable work site? popup, click Confirm.

To enable a work site:

Scroll to the top of the Work Sites & Positions page and select the Show disabled checkbox.
Find your disabled work site (which will have a Disabled tag) and click its three dots (...) button.
Select Enable.
On the Are you sure you want to enable work site? popup, click Confirm.

Delete data

Delete work site

On the main menu, click Settings.
On the submenu, click Worksites & Positions.
Find the work site you want to delete and click its three dots (...) button.
Select Delete.
On the Are you sure you want to delete Work Site? popup, click Delete.

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