Resources are particularly useful for organisations with mobile workforces, such as those in construction, home care, event management, or cleaning services.

They allow you to create and manage work locations, job sites, or client premises, so employees always know where they're scheduled to work.

Once a resource has been created, it can be assigned directly to shifts in the rota. Employees can then see the location of their shifts and clock in and out at the specific site.

Simply head to 'Resources' from your main menu, then click the 'Create' button on the top right of the page.

Enter a name, and if needed a number or reference.

The 'Exclusive' setting can be toggled on if you need to prevent the resource being added to more than one shift at the same time.

There's also the option to add a description.

Resources can be allocated as either a job site or as equipment:

If needed, you can enter scheduling goals.

These are not visible to your employees however they're shown in the resources reports, which helps you can track whether the resource has reached it's objective.

Allocating a resource to a shift is simple. From the Rota page, add a new shift to an employee as usual. Under the Resources option, click 'Add' and select from your list - you can add multiple resources if needed.

Once the shift has been added, the resources will show in at the bottom of the shift:

When viewing your employee's timesheet, the resource(s) will be shown alongside their clocked hours.

For more information on employees clocking their time, please see our guide here.

To update details against a resource, simply click on the resource and change the fields as needed, then click 'Save'.

If a resource is no longer needed, it can be archived it to stop it being added to any future shifts.

Click the resource then on the left hand side, you'll see the archive option.