Managing Locations - Shifton Help

Define the physical work sites where your employees operate. Locations help you organize shifts by workplace and maintain accurate records of where work is being performed.

What Is This?

The Locations page lets you create and manage all of the physical sites, branches, or work areas your company uses. Each location has an ID, a name, an address, and a color for easy identification. Locations can be assigned to shifts, giving managers a clear picture of where each employee is expected to work and enabling location-based reporting and filtering.

Prerequisites

#	Prerequisite	Details
1	Active Shifton account	You must have a registered company account
2	Admin or Owner role	Only Admins and Owners can create and manage locations

Step-by-Step Instructions

Viewing Locations

Click the company name (top-right corner) → Locations.

You will see a table listing all locations currently defined in your account.

The locations table displays the following columns:

Column	Description
# (ID)	A unique numeric identifier assigned automatically to each location
Title	The name of the location (e.g., “Main Office,” “Warehouse B”)
Color	A color label used to visually distinguish the location on schedules
Address	The physical street address of the location
Actions	Available operations: Edit, Delete

Creating a New Location

Click the + Create location button at the top of the page.

Fill in the required fields:

Title

mdash; enter a descriptive name for the location.

Color

mdash; choose a color that will represent this location on schedules and reports.

Address

mdash; enter the full physical address of the location.

Click Save.

Editing a Location

Find the location in the table.

Click the Edit icon in the Actions column.

Update the title, color, or address as needed.

Click Save to apply the changes.

Deleting a Location

Click the Delete icon in the Actions column next to the location.

Confirm the deletion in the pop-up dialog.

Note:

If shifts are currently assigned to this location, consider reassigning them before deleting.

How Locations Are Used

Area	How Locations Are Used
Shift assignment	When creating or editing a shift, you can assign it to a specific location
Schedule filtering	Filter the schedule view by location to see only shifts at a particular site
Reports	Generate location-based reports for attendance, hours worked, and payroll
Employee oversight	Managers can see at a glance which employees are assigned to which locations

Access Permissions

Role	View Locations	Create Location	Edit Location	Delete Location
Owner	Yes	Yes	Yes	Yes
Admin	Yes	Yes	Yes	Yes
Manager	Yes	No	No	No
Employee	Yes (assigned locations only)	No	No	No

FAQ

Q: Is there a limit to the number of locations I can create?
A: There is no hard limit. You can create as many locations as your organization requires.

Q: Can a single shift be assigned to multiple locations?
A: No, each shift is assigned to one location at a time. If an employee works at multiple locations in one day, create separate shifts for each location.

Q: What is the location ID used for?
A: The ID is an automatically generated unique number that identifies each location in the system. It can be helpful for support requests or when referencing locations in integrations.

Q: Can I use locations to track remote workers?
A: You can create a location called “Remote” or “Work from Home” to represent non-physical work sites. This helps you categorize and filter shifts for remote employees.

Q: What happens to existing shifts if I delete a location?
A: Existing shifts that were assigned to the deleted location will no longer display a location. It is recommended to reassign those shifts to another location before deleting.

Possible Issues and Solutions

Issue	Possible Cause	Solution
Cannot create a new location	Insufficient permissions	Confirm you have an Admin or Owner role
Location does not appear in the shift assignment dropdown	The location was just created and the page has not refreshed	Refresh the schedule page
Location color not visible on the schedule	No shifts are assigned to that location in the current view	Assign shifts to the location and check your filter settings
Address field does not validate	Special characters or formatting issues	Enter the address in a simple format without special characters
Deleted location still appears in historical reports	Historical records preserve the original location data	This is expected behavior — past records retain the location that was assigned at the time