TABLE OF CONTENTS

• What Are Locations?
• Accessing Locations
• Creating a New Location
  • Completing the Location Card
• Closing or Deleting a Location

What Are Locations?

Locations represent specific places, such as Office/Warehouse, Remote Hotel, Employee Home, or Material Supplier. They track time spent by employees for timekeeping or manage material stocks for inventory purposes.

Location types define their purpose. For example:

• Office/Warehouse locations support both timekeeping and inventory.
• Types also assign a cost type to recorded hours (e.g., time at Office/Warehouse logs as "office/warehouse" cost).

Location types are predefined in the Location Types reference and:

• Set a default radius.
• Optionally define a map abbreviation and pin color.

Accessing Locations

Open the locations list from:

• Locations dashboard (in the Status group of dashboards).
• Locations reference (via Quick Launch).

Creating a New Location

Use one of these methods:

1. From a Map (Live Map or Time Card Map):
   • Position the map over the approximate spot or use Search by Address.
   • Type an address or latitude/longitude coordinates—suggestions appear dynamically.
   • Avoid pressing Enter unless no results show.
   • Click a suggestion to set the address.
   • Right-click the spot and select Create New Location.
2. From Locations Dashboard:
   • Click + New Location.
3. Using Location Import tool. Contact FCX Support.

Completing the Location Card

• Enter Location Name.
• Select Type.
• Optionally, select Tax Code (e.g., for local tax jurisdictions). Hours logged here assign to that tax code, used for:
  • Payroll tax withholding (state/local income tax, unemployment tax).
  • Billing and cost allocation (direct labor vs. overhead).
• Adjust the address by dragging the map pin (updates GPS coordinates automatically).

Setting Boundaries

Boundaries process employee geodata by checking if stop points fall inside the defined area. Supported shapes: circles or polygons.

• Default: 100-meter circle (based on type).
• Adjust radius/shape using map tools.
• Data (radius, coordinates) saves to the Address card. To edit the address, click on the Pencil icon.
• Set radius to zero to exclude from timekeeping (shrink circle to minimum).

Click Create Location.

Closing or Deleting a Location

To close: Open the location card and change status from Active to Closed.

To delete: Open the Locations reference in the desktop client.

• Select the location.
• Click Delete on the top ribbon or right-click and select Delete from the context menu.