INDEX

1. ABOUT LOCATION MANAGER
2. MANAGING LOCATIONS
3. DETAILS
4. STAFF
5. NOTES
6. DOCUMENTS
ABOUT LOCATION MANAGER
The 'Location Manager' is designed to store all key information relating to the location(s) in the organisation and as a 'quick access' to key resources. This includes:-
  • LOCATION DETAILS - Key information for Name, Phone and Address.
  • PUBLIC HOLIDAYS - All Public Holidays for this location.
  • NOTES - Location notes can be added, such as notes of meetings relating directly to the location.
  • DOCUMENTS - Key location documents can be uploaded, such as legal documents, insurance documents, rental documents and financial documents.
  • STAFF- All staff at this location will be listed and can be directly navigated to.

NOTE: Only Vizula Corporate customers can add more than one location to their account.

Public Holidays
Once set, the PUBLIC HOLIDAYS tile will hold a list of all of the public holidays for the selected location. This is required to accurately calculate time off for each employee at this location.
MANAGING LOCATIONS
Locations can be managed by clicking on the current location name in the middle of the toolbar. This invokes the 'Manage Locations' sub-menu which is used to select, add and delete locations.
NOTE: Only Vizula Corporate customers can add more than one location to their account.


A list of locations will be shown in the main body of the sub menu, name on the left and 'Dependent' status on the right - if the location is referenced by any employee, it will display 'Yes' in the Dependent column. A location with a dependency cannot be deleted.

Selecting a Location
1. Click on the location name in the middle of the toolbar. This will activate the 'Manage Locations' menu.
2. A list of your locations will be shown in the list.
3. Click on any location to select it.

Adding a Location
1. Open the 'Manage Locations', as above.
2. Click on the 'Add New Location' icon and the 'Add Location' sub-menu will be displayed.


3. Choose a name for the new location and click 'ADD'.
4. The new location will be added to your list of locations.

Deleting a Location
1. Open the 'Manage Locations', as above.
2. Click on the 'Enable Delete Mode' icon. and it will change to indicating that 'Delete Mode' is enabled.
3. Icons will be displayed in the left hand column of the location in the list as follows:-
  • A 'Delete' icon indicates that the location can be deleted.
  • A 'No Delete' icon indicates that the location has dependencies and cannot be deleted.

4. Click on a location that can be deleted and a confirmation sub-menu will be displayed.
5. Click 'DELETE' and the location will be deleted.
DETAILS
The DETAILS tile holds the following information:-
  • NAME - This is the full name of the business.
  • ADDRESS - This is the address of the location.
  • PHONE - This is the primary phone number for the location.
  • PUBLIC HOLIDAY REGION - This is the the Public Holiday region for the area of this location. It is necessary to set this correctly in order for time off to be correctly calculated for each employee referring to this location.

All information can be edited by either clicking the DETAILS tile or by clicking the 'Edit Location Details' icon in the toolbar.

Editing The Location Details
1. Either click 'Edit Location Details' icon in the toolbar or click the DETAILS tile.
2. The 'Location Details' sub-menu will open.


3. Perform the edit and click 'OK'.

Setting Your Public Holiday Region
If you have the 'HR Manager' enabled, and you are using Vizula to calculate time-off, then it is extremely important to correctly set the Public Holiday region for each location.
1. Either click 'Edit Location Details' icon in the toolbar or click the DETAILS tile.
2. The 'Location Details' sub-menu will open.


3. In the REGION drop down list, select the location's region.
4. Click 'OK'.
STAFF
The STAFF tile shows all the employees which are registered to this location.

Navigating to an Employee
If you have 'HR Manager' access rights, then you can navigate directly to an employee by clicking it.
NOTES
The NOTES tile holds all notes specific to the selected business.

Viewing / Editing a Note
1. Click on the note you wish to view or edit in the notes list.
2. The 'Edit Note' sub-menu will open.


3. Edit the note accordingly.
4. Click the OK button.

Adding a Note
1. Click the AddNote icon in the NOTES tile
2. The "Edit Note" sub-menu will open.


3. The date will automatically be set to today's date, but you have the opportunity to amend it accordingly.
4. Add a TITLE and NOTE.
5. Click the OK button.

Deleting a Note
1. Click the 'Enable Delete Mode' icon in the NOTES tile
2. The Delete icon will turn red and all notes will have a delete icon in the first column, indicating that delete mode is enabled.
3. Click on the note you wish to delete.
4. A confirmation menu will appear asking if you are sure you wish to delete.
5. Click 'DELETE' to delete the note.
6. You can disengage the delete enabled mode at anytime by clicking the 'Disable Delete Mode' icon.
DOCUMENTS
  • Key employee documents can be uploaded, such as employment contracts, agreements, bonus targets, written warnings etc.

Uploading a Document
1. Open the documents folder by clicking the folder icon in the DOCUMENTS tile.
2. The Documents Folder will open.


3. Click the 'Add Document' icon
4. The 'System File Dialog' will open.
5. Select a file or files to upload and click 'Open'.
6. The selected file(s) will be uploaded to Vizula and will appear in the Documents Folder.

Downloading a Document from the tile
1. Click the document directly from the DOCUMENTS tile.
2. The file will be downloaded.

Downloading a Document from the Documents Folder
1. Click documents folder icon to open the Documents Folder.
2. The Documents Folder will open.


3. Click any file to download it to your device.

Deleting Documents
1. Open the documents folder by clicking the folder icon in the DOCUMENTS tile.
2. The Documents Folder will open.


3. Click the 'Enable Delete Mode' icon
4. The icon will turn red and you can now select files to be deleted by clicking them. A trash icon will appear in the top right corner of the file icon indicating that it is ready for deleting. You may select as many file for deleting as you wish.
5. A large trash icon will appear in the document folder toolbar indicating how many files will be deleted.


6. Click the large trash icon 'Delete Documents' to delete the selected files.
7. A confirmation sub-menu will be displayed asking for confirmation of deleting the document.
8. Click 'DELETE' to remove the document(s).
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