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Setting up your Hierarchy
Setting up your Hierarchy

Add extra layers of company hierarchy above locations, for filtering and scheduling.

Updated over a week ago

Use Hierarchy to group multiple locations together. Once your hierarchy is set up, you can use it to filter your location list and to schedule by distinct areas.

In these examples, we'll use City / State / Region for hierarchy. This works well if you have several locations in each City, and have staff who are responsible for a whole City or State.

You can rename these to whatever you like, for example some customers will set up hierarchy based on Brand, or just Region. Match it to how you structure your business!

Once set up, you'll see a new set of filters when scheduling:

Rather than seeing all locations at once, use these to filter locations by the State or City.

Setting it up

This guide steps you through configuring Hierarchy. If you just want to see it all in action, skip to the bottom.

From the top nav, click Platform. Then click Hierarchy under Platform Templates. Choose your depth of hierarchy:

The depth is how many levels of hierarchy you have above locations. Based on the one you choose, we'll configure your account, and you'll see a few new items under the Workforce nav menu. If you choose 3 Levels, you'll get Cities, Regions, and States:

If you choose 1 Level, you'll get Cities. If you choose 2 Levels, you'll get Cities and States. You can rename these objects by going to Platform -> Platform Objects -> (edit) and changing the object name (learn more about objects).

There's some sample data set up to get you started, which you can access from the Workforce menu. You'll want to change the city/state/region names.

Once you've set up your objects, go to Workforce -> Teams, click on a location, scroll down, and assign it to a City:

Do this for a few locations, and you should see them in the filtering sidebar in your scheduling view:

Click any of the checkboxes to filter locations in the Team filters, and in the main scheduling view. If you are working across tens or hundreds or locations, this will make it much easier to filter to just the ones you need.

Finally, here's a short screen recording of how to set it up and see it in action:

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