Site assignments determine where an employee is eligible to work. An employee can have one primary site and one or more support sites.
This guide is designed for managers and administrators who manage employee site assignments.
📍 Set up an employee’s sites
Find and open the employee you want to update.
Select “Set up or change sites”.
Select all the sites where the employee can work.
Choose the employee’s Primary site.
Keep any additional locations selected as support sites.
Save your changes.
The primary site represents the employee’s main place of work. Support sites are other locations where they can work when needed.
Adding another site does not change or end the employee’s existing active site assignments.
➕ Add another support site
To make an employee eligible to work at another site:
Find and open the employee.
Select “Set up or change sites”.
Select the additional site.
Keep the employee’s existing sites selected.
Save your changes.
The employee will now be eligible to support the additional site.
🗑️ Remove a site assignment
To remove an employee from a site:
Find and open the employee.
Select “Set up or change sites”.
Select the site assignment you want to remove.
Select “Delete site assignment”.
Review the message and confirm the deletion.
Removing a site assignment only affects the selected site. The employee’s other active assignments will remain unchanged.
⚠️ Removing an employee’s final site
If the employee has no other active site assignments, they will no longer be available in Team Rotas.
Another active site must be assigned before they can appear in rota planning again.
🧠 Things to keep in mind
An employee can have one primary site and multiple support sites.
Site assignments control where an employee is eligible to work.
Adding a site does not end the employee’s other active assignments.
Removing an assignment only affects the selected site.
Employees without an active site assignment will not be available in Team Rotas.
💚 Need help? Contact your administrator or reach out to our support team.