Manage locations, employee suitability and staffing minimums

1. Create or rename an active location

1. 1.Open Settings → Schedules & Templates in the exact workspace you want to change.
2. 2.Add each active location managers need to distinguish when scheduling.
3. 3.Use the inline rename control when the location name changes.
4. 4.Keep active names clear and unique so staffing rules remain easy to audit.

2. Archive a location instead of deleting it immediately

Archiving removes the location from active scheduling and live shift location assignments while preserving the location record. Employee location preferences and location minimum rules are retained but hidden from active configuration while the location is archived.

Open Settings → Archive to restore the location later. Restoring makes the preserved preferences and minimum rules usable again.

3. Configure employee location suitability

A disliked location is ineligible for that employee. Once an employee has one or more liked locations, Auto-Assign restricts that employee to the liked set. If there is no liked set, locations that are not disliked can remain eligible.

Location suitability is not the same as the location recorded on an actual shift assignment. The assignment location is what counts toward that location's staffing requirement.

4. Create staffing minimums

1. 1.In Minimum employees per location & shift, choose the active location.
2. 2.Choose the Shift Template.
3. 3.Enter the required minimum employee count and save.
4. 4.Review Auto-Assign diagnostics when the location minimum cannot be met.

5. Auto-Assign keeps scarce location-qualified employees available where they are needed

When several locations need the same people, Auto-Assign considers how many eligible employees each location has. It avoids using a hard-to-replace employee at an easier-to-fill location when that would leave a more constrained location uncovered.

The order of the minimum rows does not set scheduling priority.