How to Create a Location Cheat Sheet

Locations are used to mark work sites, which can also be geofenced. These may be company sites, partner locations, or any other reference points. They help link updates to a specific place and verify workforce location accuracy by checking if attendance is marked from an assigned work site.

• On the Dashboard using Create New

• On the Dashboard using Bulk Upload

Goal 1: Add a Location through Create New on the Dashboard

1. Go to Dashboard > Workforce Admin > Location

2. Click Create New

3. Select two points on the map to set the geofence area

4. Enter the required location details

5. Click Save to create the location

Goal 2: Add Locations through Bulk Upload on the Dashboard

If you need to add multiple Teams at once, the Admin can upload them in bulk from the Dashboard.

1. Go to Dashboard > Workforce Admin > Location

2. Click Download Data Template

   

3. Fill in the location details in the template, including coordinates to geofence the location

   

4. Save the file in CSV format

5. Return to the same screen and click Upload Data

6. Select and upload the CSV file

7. Once successfully uploaded, you will see the confirmation message:"Complete data has been uploaded without Error