How to Create a Site

How to Create a New Site

Sites are the locations at which your placements take place.

Step 1. Log in to Engage portal

Step 2. Navigate to 'Network' and 'Sites'

Step 3. Select the ‘New Site’ button in the top right-hand corner of the page and a form will appear. 

Step 4. Complete the following mandatory and optional fields.

• Client Config (Mandatory) → The client configuration that the site will belong to.

  • PO No (Optional) → Used to add a PO Number which covers the whole site. If a PO is added, a ‘Valid from’ date must be selected but the expiry date is optional. If you wish to add multiple POs then you’ll need to set an expiry date for each PO and select 'Finish' in order to add a new one.

• Site Name (Mandatory) → This will be the name of the site as it will appear in all other forms and lists.

• Site Group (Optional) → Use this field to group different sites under one location i.e. if there is a large site which is broken down into sections, the ‘Site Group’ would be the whole site and then the 'Site Name' would be the names of each section. Using Site Groups can be incredibly powerful and beneficial to your business as it can allow you to find and analyse data patterns when the data is extracted in reports. e.g.:

  • Site Names:

    • Heathrow Airport Terminal 1

    • Heathrow Airport Terminal 2

    • Heathrow Airport Terminal 3

  • Site Group:

    • Heathrow Airport

• Site Reference (Optional) → This field can be used to match your ENGAGE data to your own internal or external solutions outside the ENGAGE Platform, or for record-keeping when Site data is downloaded.

• Site Budget (£) (Optional) → This field can be used by your team for internal reference and will not affect or be visible in other areas of the ENGAGE platform.

• Country (Mandatory)

• Address (Mandatory)

• City (Mandatory)

• Postcode (Mandatory)

• Site Manager (Optional) → The person managing the site.

  Important

  You must have at least one Team Member or Contact on ENGAGE in order to assign them as a site manager.

• Commercial Manager (Optional) → An End Hirer user in charge of overseeing the entire supply chain workflow in ENGAGE, with a special focus on creating and managing Vacancies and Placements.

  Important

  You must have at least one Team Member or Contact on ENGAGE in order to assign them as a commercial manager.

• Working Days (Mandatory) → The specified days that workers can be active at a Site. Important: Ensure that the site’s working days reflect the actual working days all workers for this site will be active for, as these days will control which days can a worker submit time for when creating timesheets. If Monday-Wednesday are the only days selected for a site, a worker assigned to that site will not be able to record hours for Thursday, Friday, Saturday, or Sunday. Working Days is a parameter that will be passed on when creating Vacancies and Placements, and they can be adjusted at any time, as needed.

• Working Hours (Mandatory) → The specified hours that workers can be active at a site. Working Hours is a parameter that will be passed on when creating Vacancies and Placements, and they can be adjusted at any time, as needed.

• Induction time (Optional) → Used to record the time workers should arrive on site for training. This field will not be visible for workers, it only appears on sites and placements. This field can be used by your team for internal reference and will not affect or be visible in other areas of the ENGAGE platform.

• Unpaid breaks (Mandatory) → The default break length for any rate used in timesheets. Unpaid Breaks is a parameter that will be passed on when creating Vacancies and Placements, and it can be adjusted at any time, as needed.

• Invoice details (Mandatory) → When creating invoices for placements of this site, you’ll have two options:

  • Client → Invoices will be created using the details specified in the Client’s Configuration

  • Site → Invoices will be created using the configuration outlined for this site:

    • Address

    • Contact

    • Notes (Optional)

Step 5. Select ‘Create Site’