Organizations or Locations?

Should you use organizations or locations to split up your schedules?

Setting up your account correctly is crucial to getting the most out of ZoomShift. Deciding whether to create multiple organizations or multiple locations within a schedule is a common question. 

This guide explains when it's better to create multiple organizations or multiple locations and how to accomplish both.

What are Organizations?

Organizations are at the top of ZoomShift’s structure. 
Team members, positions, locations, etc. all live within an organization. 
You can think of an organization as a group of people that share these elements. 

What are Locations?

Locations are part of an organization. They represent a physical location and offer a way to group team members within an organization.

What's The Difference?

The difference between organizations and locations comes down to how you can view them. Organizations can only be viewed one at a time, and they do not overlap. 
If you have multiple organizations, 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 team members that cross between locations a lot, then you will most likely want to use multiple locations.
  • If you would like to keep everything separate (team members, positions, shift templates), then you will want to use multiple organizations.
  • If you don’t want certain managers notified about request offs, swaps, etc. then you might want to create multiple organizations.
If you have specific questions about your situation, please contact us.