Configuration - Client/Location/Project Setup

This setup is useful when you have staff going around to different client/location/project and you want to know precisely where they are when they clock-in/out.

Whether would it be client/location/project would depend on what you had defined in the Configuration - Configuration - Clocking Preference


Client/Location/Project Setup

Note that the label depends on what you have chosen. So if you chose location, then the header will be reflected as location accordingly. If you used client, the header will then appear as Client Setup.

Step 1: Click on Picture81.png

Step 2: Click on Picture112.png tab at the top

Step 3: Click on Picture113.pngsub-tab

Step 4: Enter Location ID at the Picture114.png field

Step 5: Enter Location Description  Picture115.png field

Step 6: Click on Picture13.png 


Assigning Staff to Client/Location/Project

You can specifically assign individual staff to a particular client/location/project. 


Step 1: Click on Picture81.png

Step 2: Click on Picture112.png

Step 3: Click on Picture116.png

Step 4: At each employee, you can select the client/location/project they can see when they clock-in/clock-out.


You can define multiple client/location/project if you want.

Note: If we do not assign the staff to any client/location/project, the staff basically can see all the location.

Deleting Assignment

To delete the assignment made, click on the "x" adjacent to the location/project/client you want to delete


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