Setting Up Locations and Teams in Attforce
Locations and teams are the foundation of Attforce. They help managers schedule the right people, assign the right work, and understand what happened at each place during the day.
Locations
Create a location for every place where work happens. A location can be a building, store, property, facility, event area, job site, or customer account.
Use clear location names that employees and managers can recognize quickly. For example:
- North Tower Lobby
- Riverside Office Complex
- Downtown Event Site
- Warehouse A
- Greenview Property
Departments and Roles
Departments and roles help you organize employees and schedules. You can use them to separate different types of work, skill levels, or responsibilities.
Common examples include:
| Type | Examples | ------ | ---------- | Departments | Cleaning, Facilities, Front Desk, Maintenance, Events | Roles | Team Lead, Cleaner, Porter, Technician, Supervisor | Work groups | Morning Crew, Night Crew, Weekend Team, Mobile Team |
|---|
Keep the setup simple at first. Add more detail only when it helps scheduling, reporting, or accountability.
Employees
Employee profiles help managers understand who is available, what role they work, and where they can be assigned.
A basic employee setup should include:
- Name and contact details.
- Primary role or job type.
- Home location or usual work area.
- Availability.
- Manager or supervisor relationship if needed.
- Any notes that help with scheduling or team coordination.
Manager and Supervisor Access
Give managers and supervisors the access they need for their responsibilities. For example, a location manager may only need to see one property, while an operations manager may need to see every location.
Use access levels to keep each person focused on the teams and locations they actually manage.
Setup Checklist
Before publishing your first schedule, confirm that:
- Every active location has a clear name.
- Departments or roles match the way your team talks about work.
- Employees are assigned to the right role or team.
- Managers can see the locations they are responsible for.
- Employees know where to find their shifts and instructions.
Related Articles
- Getting Started with Attforce
- Creating and Publishing Schedules in Attforce
- Managing Tasks, Work Logs, and Daily Summaries