Allocate or Unallocate Workplace Groups

Overview

From the Floor Map, you can quickly allocate:

  • an individual employee or space to a Workplace Group
  • or multiple employees or spaces to a Workplace Groups

Note: The Workplace Group color or name can be changed in Manage Workplace Groups.

Contents

Individual Workplace Group Allocation

Allocate a Workplace Group to an employee and/or space

The workplace group can be assigned to the employee and/or the space. 

Assign the Employee

Navigate to the Floor Map, click on the Floor Map icon then select the floor you want to manage.

Select the seat [1]. The Data Drawer displays.

Scroll down to the Workplace Group drop-down.

select_employee.png

The employee's workplace group drop-down can be found just above the Space details.

employee_workplace_group.png

From the Workplace Group drop-down either select from the list or enter in a workplace group. If the workplace group does not exist you will be able to create the group.

enter_employee_workplace_group.png

When you have selected the workplace group the field is automatically saved.

employee_workplace_group_saved.png

Assign the Space

You can assign the space to a workplace group. For the same employee, now scroll down to the Space Details. 

Note that if you have an unassigned space then you can also assign a workplace group to it, just make sure you have selected the unassigned space first and then follow the steps below.

space_assign_group.png

The Workplace Group will be at the end of the Data Drawer.

space_assign_group1.png

From the Workplace Group drop-down either select from the list or enter in a workplace group. If the workplace group does not exist you will be able to create the group.

When you have selected the workplace group the field is automatically saved.

space_assign_group2.png

 

Unallocate a Workplace Group from an employee and/or space

Navigate the Floor Map to find and select the employee. The Data Drawer displays.

From the Workplace Group drop-down in the Employees Details or the Space Details. Click the X icon to remove the workplace group.

unassign.png

 

Multiple Workplace Group Allocation

Allocate multiple Workplace Groups to an employee and/or space

This can all be completed quickly by using the bulk update.

Hold the Shift key and drag to select multiple spaces (spaces can be unassigned spaces) and employees [1]. The Data Drawer displays the selected employees and spaces.

Click the WORKPLACE GROUPS button [2].

bulk_update1.png

The Workplace Groups dialog displays.

You can either check the Assign X employees to workplace group and/or check the Assign X seats to workgroup [1]

bulk_update2.png

Then from the Workplace Group drop-down [2], select from the list or enter in a workplace group. If the workplace group does not exist you will be able to create the group.

bulk_update3.png

The employees and/or spaces are automatically saved.

Unallocate multiple Workplace Groups to an employee and/or space

Hold the Shift key and drag to select multiple spaces (spaces can be unallocated spaces) and employees. The Data Drawer displays the selected employees and spaces.

Click the WORKPLACE GROUPS button.

The Workplace Groups dialog displays.

Click the UNASSIGN button [1]

unassign_in_bulk.png

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