You can segment data, groups of clients and employees and bookings using Business Units and Tags. These can then be applied in reporting and for admin views to enable better visualisation of records and data.

Business units

Business units are automated geographic segmentations of clients, bookings and employees. When clients and employees records have their address verified with Google Maps (for distance calculations and mapping), each record is assigned a Region and a Locality. A Region is a State level denotation (England, Scotland, New South Wales, California) whilst a locality is more regional and is usually a city or county (this is defined by Google Maps).

1/ In settings, click on Business Units.
2/ Add a Business Unit that will contain a geographic locality.
3/ Beneath your Business Units, a list will populate automatically containing every locality in Staffing Manager - every time a new client or employee record is created with a locality not already in this list, it will be added.



4/ To assign, select a Business Unit from the dropdown next to each locality. You can add a business unit to multiple localities to bundle them together.

Tags

Tags have a wide range of uses and can be added to clients and employees and, when combined with Business Units and other filters, can help you combine records and visualise data for different groupings.

1/ In Settings, click on Tags.
2/ Add a Tag. It can be anything at all so long as it is unique.

Add tags in clients or employees and use filters in reports and on client and employee pages to show records with tags.
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