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  • This guide walks you through assigning employees to company seats (worksites) to define their official work location and manage multiple work sites.

    Important Prerequisites

    Before assigning an employee to a seat:

    1. Seats must be created in Organization → Companies → Addresses
    2. Employee must be registered in Organization → Individuals
    3. Employee must be associated with the correct company
    4. You must have permissions to modify employee data

    Assignment Procedure

    Step 1: Assign Legal Worksite (MANDATORY)

    REMEMBER: This is the most important field for Staff module

    1. In the Legal Worksite field, click the dropdown menu
    2. Select the employee's main seat from the list
    3. Only seats created for the employee's company will appear
    4. PLEASE NOTE: this seat will appear in all reports and exports

    Step 2: Assign Prevailing Worksite (Optional)

    1. If employee works mainly at a different location than legal seat
    2. In the Prevailing Worksite field, select appropriate seat
    3. Leave empty if same as legal seat

    Step 3: Assign Temporary Worksite (Optional)

    1. Use only for temporary assignments
    2. In the Temporary Worksite field, select the seat
    3. Remember to remove when temporary assignment ends

    Step 4: Select Allowed Worksites (Important if Workshift module is in use)

    1. In the Allowed Worksites field, enable multi-selection
    2. Select ALL seats where employee can work
    3. Always include at least the legal seat
    4. Add other seats as needed

    Step 5: Save Changes

    1. Verify at least Legal Worksite is selected
    2. Click SAVE at bottom of page
    3. Wait for save confirmation