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Primary Location

Organize employees by setting their primary location.

Updated over 2 months ago

Overview

Employees can be associated with directories at multiple locations within your Envoy account. This flexibility allows them to invite visitors and fully utilize office resources, whether frequently traveling between sites or occasionally visiting from a remote setting. It's pretty advantageous for a modern workplace - allowing employees to come and go as needed.

By setting a primary location, admins gain valuable clarity on who is expected to be in each office, facilitating better planning, safety, and efficiency.

Note: Setting default/primary Location does not change which location the employee sees when they first log into Envoy.

How it works

When viewing an employee's record within the employee directory, you'll be able to see their primary location. Learn more about the employee directory.

To view, simply navigate to the Employee directory and select an employee.

Setting up Primary location

Manually

If you have a smaller employee count, managing primary location can be done manually.

  1. Select an employee you wish to edit. Scroll down until you see the Edit button, then click Edit.

  2. Use the dropdown under Primary location to designate an employee's primary location.

    1. You can only select between locations the employee has been added to. You can view which locations an employee has been added to by looking at the Employee's Locations list at the bottom of their record. You can add/remove locations by using the Edit button.

  3. Click Save to save your changes.

Note: You can set an employee's default location with a Visitors-only account, but the occupancy analytics are only available with Workplace Premium subscription.

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