Company offices

How to add a new office 

To add a new office to a company, navigate to the desired company profile within the Companies section. Once inside the company view, click the Add New button under the Offices tab. A form will appear where you can enter all relevant details about the new office. After completing the form, click Save to create the office. 

Basic Info Section

This section captures general information about the office: 

• Office Name – Enter the name by which the office will be identified within the system. 
• Office Code – Assign a unique code for internal referencing. 
• Color – Choose a color to visually represent the office in dashboards. 
• Is Roaming – Tick this checkbox if the office is used by employees on a rotating or non-fixed basis. 
• Is Active – Tick this box to mark the office as active and available for use across modules. 
• Seats Actual – Enter the number of currently available seats or workstations in the office. 
• Seats Potential – Define the total number of seats the office could accommodate if fully utilized. 

Office Building Section

This section collects contact and building-level details: 

• Company – This field will automatically be filled with the parent company name. 
• Full Name – Enter the full name of the building or office entity. 
• Email – Provide a general contact email address for the office. 
• Phone # – Enter the main phone number for the office. 

Address Section

Provide the precise physical address of the office: 

• Address Label – Add a custom label to categorize the address (e.g., Main HQ, Regional Branch). 
• Address Line – Input the street address. 
• City – Specify the city where the office is located. 
• State – Enter the applicable state or region. 
• Country – Select the country. 
• Postal Code – Provide the ZIP or postal code. 
• Latitude – (Optional) Enter the latitude coordinate for geolocation. 
• Longitude – (Optional) Enter the longitude coordinate for geolocation. 

Office Store Section

Use this section to track available office equipment and supplies: 

• Headphones – Enter the number of headphones currently in stock. 
• Keyboards – Specify how many keyboards are available. 
• Mice – Input the quantity of available computer mice. 
• Mouse Pads – Record how many mouse pads are in stock. 
• Other – Add any additional items not listed above, if applicable. 

After all sections are filled in, click Save to create the new office. The office will now be associated with the selected company and available in relevant system views such as seating charts, resource planning, and scheduling modules.

Note! A new office can also be added directly through the Office module. 

Viewing and editing company offices

To view or modify an existing office, navigate to the desired company within the Companies section. Once in the company profile, locate the Offices tab and find the office you want to update.

Click the Edit button next to the selected office. This will open the office details form. Make the necessary changes across any of the available sections, such as Basic Info, Office Building, Address, or Office Store. 

After completing your updates, click Save to apply and confirm the changes.

All modifications will be reflected immediately in the system, ensuring up-to-date and accurate office information across all modules.