Setting up your account correctly is crucial to getting the most out of ZoomShift. Deciding whether to create multiple schedules or multiple locations within a schedule is a common question. This guide explains when it's better to create multiple schedules or multiple locations and how to accomplish both.
What is the difference?
Schedules are at the top of ZoomShift’s structure. Employees, positions, locations, etc… all live within a schedule. You can think of a schedule as a group of people that share these elements. Locations are part of a schedule. They represent a way to group employees within a schedule.
The difference between schedules and locations comes down to how you can view them. Schedules can only be viewed one at a time and they do not overlap. If you have multiple schedules you will have an option to switch between them at the top of the page. Locations, on the other hand, can be viewed together or one at a time. You can use the filters within a schedule to customize how you view your locations.
Which way makes sense for me?
Great, so now you know the structure, but how do you know which one is best for your organization?
Here are some scenarios that will help you understand which is best for you:
- If your organization has employees that cross between locations a lot then you will most likely want to use multiple locations.
- If you would like to keep everything separate (employees, positions, shift templates), then you will want to use multiple schedules.
- If you don’t want certain managers notified about request offs, swaps, etc… then you might want to create multiple schedules.
If you have specific questions about your situation, please reach out to us at firstname.lastname@example.org and we will give you guidance.