Standorte — Locations Guide

What it does

Locations represent the physical places where your team works — offices, warehouses, client sites, venues, or any address where shifts happen. Each location acts as a scheduling container: you attach teams to a location, create shifts under those teams, and publish the schedule so employees know where to show up. Locations can be permanent (your main office) or temporary (a pop-up site linked to an event).

How to set up

1. Go to Planung > Locations and click New Location.
2. Enter the location name and an optional description.
3. Fill in the address fields: street, city, and postal code.
4. Select the canton — this is used for regional compliance calculations (e.g., public holidays).
5. Optionally, link the location to a client if all work at this site is billable to one client.
6. Save. The location appears in your list and is ready for scheduling.

Daily use

Building a schedule at a location

1. Open the location and go to the Schedule tab.
2. Teams assigned to this location appear as rows in the shift grid.
3. Create shifts by clicking on the grid or using shift patterns. Assign employees to each shift.
4. When the schedule is ready, click Publish to make it visible to all assigned employees in their personal shift view.

Managing location members

Add employees to a location via the Members tab. Only members of a location (or members of its teams) can be assigned to shifts at that location. This keeps the scheduling picker focused on the right people.

Standalone vs. event-linked locations

Standalone locations appear in the main Locations list and have their own independent schedule. Event-linked locations are created inside an event wizard and are managed through the event — they don't clutter your permanent locations list.

Works together with

• Shift Planning — locations provide the "where" for every shift on the grid.
• Teams — teams are assigned to locations to organise who works where.
• Events — temporary locations can be linked to events for festival or project-based scheduling.
• Cantons — the canton assignment ensures correct public holiday rules for the location's region.

Tips

• Use clear, distinct names. "Zurich Office" is better than "Office" when you have multiple sites.
• Set the canton correctly. Public holiday calculations depend on it — a location in Vaud follows different holidays than one in Zurich.
• Link a client to the location if all work there is for one customer. This saves time when creating billable reports.
• Unpublish before major schedule changes. If you need to rework next week's shifts, unpublish first so employees don't see a half-finished plan.
• Archive old locations when a site closes. The historical shift data remains intact for reporting.