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Jobs and Locations
Jobs and Locations

Set up a list of job titles and locations to associate with each of your workers.

Meghan Dinkle avatar
Written by Meghan Dinkle
Updated over a week ago

Overview

The Settings page on the WX app is a one-stop shop to set up details that pertain to your workers. Locations and Jobs can be helpful in setting up segments, as onboarding & compliance tasks are likely tied closely to location and role. Each of these settings can be associated with every one of your workers.

Note: These are only for internal use, and will not be seen by workers.

Locations

To set up a location:

  1. Click Settings in the sidebar

  2. Select the Locations option

  3. Click Add Location in the top right of the screen

  4. This will open a form to add a new location, where you can give it a Name, a Description, and an address

  5. Click Add to add it to your list of active locations.

After adding a new location, you will be redirected back to the Locations page. Here, you can review all the locations that have been set up in the Locations table.

To edit an existing location:

  1. Click on the name of the location within the Location table

  2. Make and review your changes

  3. Click Save

Jobs

To set up a job:

  1. Click Settings in the sidebar

  2. Select the Jobs option

  3. Click Add Job in the top right of the screen

  4. In the Add a new job pop-up that opens, fill out the Name field and optionally add a Description of the job

  5. Click Add to add it to your list of active jobs

After adding a new job, you will be taken back to the Jobs page, where you can review a list of all jobs for your company.

To edit an existing job:

  1. Click on the name of the job within the Jobs table

  2. Make and review your changes

  3. Click Save

Add Location & Job to a Worker Profile

After creating jobs and locations, you can edit a worker's profile to specify their current job role and location. This can be helpful when setting up segments and applying filters in the Workers table.

To specify a job and location value for a worker:

  1. Click Workers in the sidebar

  2. Click on the name of any worker in the table

  3. In the profile view that opens, select the Location or Job dropdown to view a list of all options

Once a location or job has been selected, it will be saved to the worker profile - no need to click a save button! These values can then be viewed in the worker table as well.

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