To add many locations at once, together with their partners, use "Menu" → "Locations" → "Build your network" on a computer: paste or upload a list from Excel, Symiko checks the code, name and federal state and creates everything in one step.
A location is one site of your system. The federal state is required because it determines public holidays and pay premiums. Only head office adds locations.
Add a location
Tap "New" → "Location", or open "Menu" → "Locations" → "Locations" and tap "Add location". In the app, "Locations" opens the location part of "Invite people".
Fill in the fields "Code" (for example ST-01), "Name", "City", "Time zone" and "Federal state". If you like, set the due day for the P&L.
Tap "Create a location". Symiko confirms with "Location … created."
Each code can only exist once in the system. Without a federal state, Symiko shows: "Please choose the federal state – it determines public holidays and premiums."
Edit a location
Open "Menu" → "Locations" → "Partner file" and choose the location under "All locations".
Tap "Edit location".
Add or change "Code", "Name", "Cost centre", "Street and number", "Postcode", "City", "Federal state" and "Time zone".
Under "Owner", choose the partner the location belongs to (or "no owner yet"), and under "Status" choose "Active" or "Closed".
Tap "Save".
On the same page, under "People at this location", you assign more people ("Choose person …" → "Add person"). You cannot remove the owner there.
Close a location
Locations are not deleted – that way records and working hours are kept. A location that is no longer in operation gets the status "Closed".
- In the browser
- You can add and edit everything here.
- In the app
- In the app you can add locations and set the P&L due day. You manage the owner, status, address and people in the browser.