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  2. Location Settings

How do I get started using Location Settings?

Location Settings is where you set the tone for how your organization operates in SchedulePop. Customize the details and rules for scheduling that best suit your needs.   

Click on the map pin to open Location Settings.
Define how your workspace looks and operates.

 

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The Information tab within the location settings is a key component in setting up and managing user accounts on a platform. It is where the essential details needed to build and customize an account are stored, helping organizations tailor their systems to meet operational requirements. 

Key Components of the Information Tab:

  1. Location Address Status: The location address status is crucial for identifying the geographical base of operations. This information is typically provided during onboarding and ensures that location-specific features or services are activated according to the address provided.

  2. Schedule Start Date: The schedule start date defines when work schedules for employees or users are set to begin. It helps streamline operational planning and ensures that users' accounts are aligned with the correct start dates for their schedules.

  3. Overtime Threshold Hours: The overtime threshold is a critical aspect of managing employee hours. This setting determines the maximum number of regular hours worked before overtime pay is triggered. It ensures that the platform accurately tracks working hours and applies the appropriate pay rates for overtime.

  4. Time Zone: Time zone settings allow the platform to manage scheduling and other time-sensitive activities accurately across different regions. It ensures that events, tasks, or shifts are scheduled according to the correct local time, regardless of the user’s location.

  5. Budget: Budget settings are used to manage financial constraints associated with the location. This could include budget allocations for staffing or project management, helping to track and control costs effectively.

  6. Certification Rules: Certification rules define the qualifications or certifications that are required for specific roles or tasks within the organization. This helps ensure compliance and that employees meet the necessary requirements before they can perform certain duties.

  7. Schedule Rules: The schedule rules section dictates how work schedules are managed. This includes guidelines on shift lengths, break periods, and maximum hours worked. It allows administrators to set clear policies on scheduling to ensure fairness and operational efficiency.

Managing Employee Permissions:

The Information tab also plays a role in defining what actions employees are allowed to take within the system. Some key permissions include:

  • Time-Off Requests: The system can be configured to allow employees to request time off, with approval required from managers or supervisors. This ensures that scheduling and staffing remain balanced.

  • Swap Requests: Employees may also be allowed to request shift swaps with colleagues. This feature helps improve flexibility and ensures that staff availability is optimized while maintaining operational effectiveness.

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