How to set up locations for Scheduler

Use this workflow to define physical work areas (e.g., "Pool Bar," "Rooftop") so you can schedule employees by specific location and ensure proper outlet coverage.

Before you begin...

• Requires Edit Hotel Settings permissions.
• Must be logged into the Web Portal.

The Steps

1. Navigate to Scheduler.
2. Click the Location Setup button from the menu at the top of the page.
3. Click the + Add Location button.
4. Enter the Location Name (e.g., "Patio," "Banquet Hall A").
5. Check the boxes for all Positions allowed to work in this location (e.g., Server, Bartender).
6. Click Submit.
   
7. To assign a location to a shift, return to the Schedule Grid.
8. Open the Schedule Editor for a shift.
9. Select the area from the Location dropdown menu inside the shift popup.
10. Click Save.

The Result

Success: You can now filter the Scheduler view by Location to ensure every outlet has adequate coverage. Employees will also see the assigned location on their shifts within the MyHotelTeam App.

Troubleshooting

If this fails...

• If you cannot edit a location, verify you have permission to view all positions associated with that location.

If the Location Setup button is missing, contact your Account Administrator to verify your hotel's subscription level.