Workplace - Creat a Workplace

Posted on 2025-07-04 Updated on 2025-07-04

Guide: Workplace - Creat a Workplace

Welcome to the user guide for the Workplace - Creat a Workplace in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module.

Workplace - Creat a Workplace

Employees are arranged to work from home or office, you need to declare the employee's working location so that they can check-in/check-out.Create a New Workplace

Create a New Workplace

  • Step 1. Go to Settingsmenu under Timesheets & Leavemodule from the left sidebar
  • Step 2. Select the Settings menu -> click on the Allow attendance by coordinates
  • Step 3.Go to Workplacemenu under Timesheets & Leavemodule from the left sidebar
  • Step 4. Select Workplacetab  -> click on the Addbutton
  • Step 5. In the New workplace popup, fill in the following details: 1. Enter the Name2. Enter the Workplace address3. Enter the Latitideand Longitudeor click on My locationbutton ( enable GPSto get Latitude and Longitude)4. Enter the Radius (m): the distance between the employee and the workplace must beless than or equalto this radius for the employee to check-in/out successfully.5. Click on the Set default.When assigning workplace to employees in the Workplace Allocation tab, if no workplace is selected, the system automatically takes the default workplace to assign.When creating the first workplace, if you don't check the Set default option but click Save=> after saving, the Set default option will automatically check.
  • Step 6. Click on the Savebutton

Edit Workplace

To edit the details of an existing workplace:

  • Step 1.Go to Workplacemenu under Timesheets & Leavemodule from the left sidebar
  • Step 2.Select the workplace need to be edited and click Editbutton
  • Step 3. Make the necessary changes and click Savebutton

Delete Shift

If aworkplaceis no longer operational, you can delete it. To delete aworkplace:

  • Step 1.Go to Workplacemenu under Timesheets & Leavemodule from the left sidebar
  • Step 2.Select the workplace need to be deleted and click Deletebutton
  • Step 3. Confirm your selection in the following pop-up. The workplace will be deleted.

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