Purpose

The Facilities module is used to create, view, edit, and track information for all physical office, shop, and retail locations for a company. It also allows employees to clock into these locations.

Facilities List View

Search & Filter Options

• Search: Enter text to search for specific facilities.
• Archived: Toggle to view archived facilities.

Additional Features

• "+" Icon: Add a new facility.
• "⟳" Icon: Refresh the list of facilities.

Column Headers

• NAME: The name of the facility.

Facility Detail View

Details Section

• Name: Enter the desired name of the facility.
• ID: Enter an optional ID if applicable.
• Payroll ID: Enter an optional Payroll ID if applicable.
• Class: Select from the drop-down menu what division or class the new facility belongs to.
• Location: Select from a drop-down menu if a specific location is applicable.
• Time Clock: Toggle to make the facility available for employees to clock in via the Time Clock module or TRUE Time app.
• Archive: Check to archive the record and remove it from the active facilities list.
• Address: Enter or edit the facility's address. Used for GPS data comparison in Time Review and Time Card, and for travel pay calculations. Click the pencil icon to edit.

Authorized Activities Section

• "+" Icon: Add new authorized activities for the facility.
• Activity Name: The name of the authorized activity.
• Cost Code: The associated cost code for the activity, if applicable.
• "☰" Icon: 
  • Select Cost Code: Select the Cost Code to assign to the Authorized Activity.
  • Delete: Permanently delete the Authorized Activity.

Phone Section

• "+" Icon: Add new phone numbers for the facility.
• Activity: The type or purpose of the phone number.
• Trash Can Icon: Remove the phone number entry.