Setting up locations and shifts in Zendesk WFM

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<p id="docs-hc-snippet" style="display: none;">Locations are part of your organizational structure and are used to group agents who share the same geographic location. You can also use locations to split teams in the same physical location that have different shifts and scheduling rules. For example, you might create two San Francisco locations: one for part-time agents and one for full-time agents.</p>
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<p id="docs-ai-summary-content">Set up locations and shifts to organize agents by geographic location and manage their schedules. Create automatic shifts based on forecasted needs or fixed shifts with specific start times. Use rotation periods to vary shift start times and organize shifts in folders for easy management. Manage locations by editing or deleting them as needed.</p>
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<div class="body">

<p class="p">Locations are part of your organizational structure and are used to group agents who share
the same geographic location. You can also use locations to split teams in the same physical
location that have different shifts and scheduling rules. For example, you might create two
San Francisco locations: one for part-time agents and one for full-time agents.</p>
<p class="p">You’ll define your operational hours and create shifts that apply to agents’ schedules in the
locations you add. </p>
<p class="p">When setting up a location’s shifts, you can create either automatic shifts, where forecasted
requirements determine the shifts’ days and hours, or fixed shifts, where managers have more
control.</p>
<div class="p">This article contains the following topics:<ul class="ul" id="topic-1__ul_hsv_2zh_hzb">
<li class="li"><a class="xref" href="#topic_wf4_yl4_zzb">Adding a location</a></li>
<li class="li"><a class="xref" href="#topic_z3b_jff_b1c">Creating automatic shifts</a></li>
<li class="li"><a class="xref" href="#topic_t1x_mff_b1c">Creating fixed shifts</a></li>
<li class="li"><a class="xref" href="#topic_lkl_rff_b1c">Organizing shifts</a></li>
<li class="li"><a class="xref" href="#topic_qzz_4z4_zzb">Managing locations</a></li>
</ul>
</div>
<p class="p">Related articles:</p>
<ul class="ul" id="topic-1__ul_tgr_qdd_tzb">
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/6443314489242" target="_blank">About Zendesk WFM workstreams</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/6443329426330" target="_blank">Creating Zendesk WFM general tasks</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/6443314319258" target="_blank">Using the WFM time zone switcher</a></li>
</ul>
</div>
<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_wf4_yl4_zzb">
<h2 class="title topictitle2" id="ariaid-title2">Adding a location</h2>
<div class="body">
<p class="p">Add locations to group agents that share the same geographic location, such as an office,
country, or region. Note that agents can be assigned to only one location.</p>
<div class="p">
<strong class="ph b">To add a location</strong><ol class="ol" id="topic_wf4_yl4_zzb__ol_ewv_3p4_zzb">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838272410" target="_blank">Workforce management</a>, click <img class="image" id="topic_wf4_yl4_zzb__d8e245" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/gear_icon.png" width="16">
<strong class="ph b">Settings</strong> in the sidebar, then select <strong class="ph b">Locations</strong>.</span></li>
<li class="li" dir="ltr">Click the add location (<strong class="ph b">+</strong>) icon in the upper-left.</li>
<li class="li" dir="ltr">Enter a unique <strong class="ph b">Location name</strong>.</li>
<li class="li" dir="ltr">Click the drop-down menu and select the <strong class="ph b">Time zone</strong>.<p class="p">By default, the
time zone selected in the <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/6443314319258" target="_blank">time zone switcher</a> is used.</p>
</li>
<li class="li" dir="ltr">(Optional) If you plan to use <a class="xref" href="#topic_z3b_jff_b1c">automatic shifts</a>, choose your Operational hours. Select either <strong class="ph b">Open
24/7</strong> or select <strong class="ph b">Specific hours</strong> to choose certain days of the week and
specific hours.
If you select specific hours, it's recommended to set the same length of
time for each day. <div class="p">
<div class="note note">
<span class="notetitle">Note:</span> A location’s operational hours and automatic shift requirements only apply if
you're using automatic shifts. <a class="xref" href="#topic_t1x_mff_b1c">Fixed
shift</a> logic overrules these settings.</div>
</div>
</li>
<li class="li">(Optional) If you plan to use automatic shifts, set the <strong class="ph b">Automatic shift
requirements</strong>.<p class="p"><img class="image img-screenshot" id="topic_wf4_yl4_zzb__image_hjv_sp4_zzb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/ts_org_add_locations.png" width="500"></p>
</li>
<li class="li">Click <strong class="ph b">Save</strong>.<p class="p">Next, you’ll create shifts for the location and assign agents.
You can create both <a class="xref" href="#topic_z3b_jff_b1c">automatic</a> and
<a class="xref" href="#topic_t1x_mff_b1c">fixed</a> shifts for each of your
locations.</p>
</li>
</ol>
</div>
<p class="p"><strong class="ph b">Understanding a location's time zone</strong></p>
<p class="p" dir="ltr">Here are a few things you should keep in mind when setting up a location’s time
zone:</p>
<div class="p">
<ul class="ul" id="topic_wf4_yl4_zzb__ul_oxr_svr_zbc">
<li class="li">The agent's Location time zone determines where time off and shifts are scheduled. </li>
<li class="li">The timezone set in the Location is also what determines whether or not daylight
saving time (DST) applies for that shift or time off.</li>
<li class="li">The time zone in which agents see their shifts is controlled through the time zone
selector in their <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/6443374353434" target="_blank">schedule</a>. For example, a location's time zone is in the United
States during daylight saving time. Agents who have set their time zones in their agent
schedule to a time zone that doesn't observe DST will see their shifts adjust when
daylight saving time takes effect in the time zone to which their shifts are anchored
within Locations.</li>
</ul>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title3" class="topic nested1" id="topic_z3b_jff_b1c">
<h2 class="title topictitle2" id="ariaid-title3">Creating automatic shifts</h2>
<div class="body">
<p class="p">Automatic shifts are based on your forecasted requirements. These shifts allow Zendesk WFM
to automatically decide the best days and starting times for each agent. However, you do
have some control over the starting times for your automatic shifts. </p>
<p class="p">You can also choose to <a class="xref" href="#topic_ogy_xt5_xgc">rotate shifts
automatically</a>.</p>
<p class="p"><strong class="ph b"> To create an automatic
shift</strong></p>
<ol class="ol" id="topic_z3b_jff_b1c__ol_wzq_354_zzb">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838272410" target="_blank">Workforce management</a>, click <img class="image" id="topic_z3b_jff_b1c__d8e245" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/gear_icon.png" width="16">
<strong class="ph b">Settings</strong> in the sidebar, then select <strong class="ph b">Locations</strong>.</span></li>
<li class="li" dir="ltr">Select a location.</li>
<li class="li" dir="ltr">Click <strong class="ph b">Shifts</strong> in the top-right corner.</li>
<li class="li" dir="ltr">Click the add shift (<strong class="ph b">+</strong>) icon and select <strong class="ph b">Automatic shift</strong>
.</li>
<li class="li" dir="ltr">Enter a <strong class="ph b">Shift name</strong>, then click <strong class="ph b">Add shift</strong>.</li>
<li class="li" dir="ltr">Click the add <strong class="ph b">Intraday variants</strong> (<strong class="ph b">+</strong>) icon below the Actions
menu.</li>
<li class="li" dir="ltr">In the <strong class="ph b">Settings</strong> tab, configure the following:<ul class="ul" id="topic_z3b_jff_b1c__ul_h1b_q54_zzb">
<li class="li">Name</li>
<li class="li">Shift length</li>
<li class="li">Select either <strong class="ph b">Flexible shift start time</strong> or <strong class="ph b">Specific shift start
time</strong>.<p class="p"><img class="image img-screenshot" id="topic_z3b_jff_b1c__image_o1k_554_zzb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/ts_scheduling_auto_start.png" width="400"></p>
<p class="p"><strong class="ph b">Flexible shift start times</strong>
allow you to choose the <strong class="ph b">Max difference in shift start time</strong> (such as +2
hours). This is the window of time in which agents can be scheduled. For example, if
your max difference is two hours, an agent scheduled to work at 9:00 am can only
have their next shift start between 7:00 am and 11:00 am. </p>
<p class="p">For <strong class="ph b">Specific
shift start time</strong>, enter more than one starting time. The start times for each
agent will be chosen to best satisfy the forecasted staffing needs.</p>
</li>
</ul>
</li>
<li class="li" dir="ltr">Click the <strong class="ph b">Intraday</strong> tab. This is when your agents' <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/6443329426330" target="_blank">general tasks</a> or <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/10114746509978" target="_blank">unified agent statuses</a> should occur. You can set only one
intraday variant per automatic shift.</li>
<li class="li">Click the <strong class="ph b">Task</strong> (+) icon, then select a task. This can be any task that your
agents need to accomplish daily, such as a break, lunch, or a daily stand-up meeting. It
can also include any <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/6443314489242" target="_blank">workstreams</a> they're assigned to. If you don't select any
workstreams, the workstream is auto-populated for you based on what's been
forecasted.</li>
<li class="li">Set the time interval in which the task can occur, counting from the start of the shift
and the duration of the task. <p class="p">These values represent hours after the shift starts when
the task can occur, not specific times of day. For example, if the shift runs from 8:00
am to 4:00 pm and you want to set a break between 11:00 am and 2:00 pm, enter 3:00 and
6:00 in the <strong class="ph b">Can occur between hours of shift</strong> field to schedule the break 3 to 6
hours into the shift.</p>
<div class="p">
<div class="note attention">
<span class="attentiontitle"></span> Overlapping tasks are highlighted in red. Make sure to correct
these, as they can prevent shifts from being generated or result in shifts being
generated with overlapping tasks, disrupting editing and tracking.</div>
</div>
<p class="p">You can also add a note to provide more context to agents when this task is
selected.</p>
<p class="p"><img class="image img-screenshot" id="topic_z3b_jff_b1c__image_nnw_q3b_fdc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/wfm_locations_shifts_intraday.png" width="400"></p>
The task displays
a white corner and agents can see the note by hovering over it. <p class="p"><img class="image img-screenshot" id="topic_z3b_jff_b1c__image_s2y_lhc_fdc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/agent_schedule_task_note.png" width="300"></p>
</li>
<li class="li">Click <strong class="ph b">Save</strong>.</li>
<li class="li">Select <strong class="ph b">Agents</strong> on the top right to assign users to this shift and then click
<strong class="ph b">Save</strong>. By default, all users who are assigned to workstreams are displayed, but
you can filter by your <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/6443329411994" target="_blank">teams</a>, <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/6443314489242" target="_blank">workstreams</a>, other <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/6443345205402" target="_blank">locations</a>, and your <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408828237722" target="_blank">Zendesk default groups</a>.</li>
</ol>
</div>
<div aria-labelledby="ariaid-title4" class="topic nested2" id="topic_ogy_xt5_xgc">
<h3 class="title topictitle3" id="ariaid-title4">Rotating automatic shifts</h3>
<div class="body">
<p class="p">When you create or edit automatic shifts, you can define a rotation period for these
shifts in either days or weeks. Rotation periods allow agents to rotate between shifts
with different starting times. For example, if you define a rotation period of one week,
then agents that start at 9:00 am can start at 11:00 am the following week, and so on.</p>
<p class="p">By rotating agents' shift start times automatically, managers don't have to decide a
specific order in which to rotate shifts.</p>
<div class="p">
<strong class="ph b">To create a rotation period for an automatic shift</strong><ol class="ol" id="topic_ogy_xt5_xgc__ol_pgy_xt5_xgc">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838272410" target="_blank">Workforce management</a>, click <img class="image" id="topic_ogy_xt5_xgc__d8e245" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/gear_icon.png" width="16">
<strong class="ph b">Settings</strong> in the sidebar, then select <strong class="ph b">Locations</strong>.</span></li>
<li class="li">
<a class="xref" href="#topic_z3b_jff_b1c">Create</a> or <a class="xref" href="#topic_qzz_4z4_zzb">edit</a> an existing automatic
shift.</li>
<li class="li">Click the shift's <strong class="ph b">Intraday variant</strong>.</li>
<li class="li">Enter a <strong class="ph b">Rotation period</strong>, then select if it's in either <strong class="ph b">day(s)</strong> or
<strong class="ph b">week(s)</strong>.<p class="p"><img class="image img-screenshot" id="topic_ogy_xt5_xgc__image_qgy_xt5_xgc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/ts_auto_shift_rotate_period.png" width="400"></p>
If the
intraday variant has a <strong class="ph b">Flexible shift start time</strong>, the best starting time for
each agent is calculated according to what's forecasted and is maintained for the
defined rotation period. During the next rotation period, a new starting time may be
selected for agents.<p class="p">If the intraday variant has a <strong class="ph b">Specific shift start time</strong>,
agents are randomly assigned to the different specified times and are rotated
between the different starting times during each rotation period.</p>
</li>
<li class="li">Click <strong class="ph b">Save</strong>.</li>
</ol>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title5" class="topic nested1" id="topic_t1x_mff_b1c">
<h2 class="title topictitle2" id="ariaid-title5">Creating fixed shifts</h2>
<div class="body">
<p class="p">Fixed shifts allow you to set specific days and times for shift start. The fixed shift
logic overrides the location's operational hours and automatic shift requirements.</p>
<div class="p">Fixed shift intraday settings work similarly to the automatic shift intraday, but with the
following key differences:<ul class="ul" id="topic_t1x_mff_b1c__ul_ldr_1x4_zzb">
<li class="li">You can set up multiple intraday variants for each shift.</li>
<li class="li">Each variant can be assigned to one or more day of the week (each day can only have
one intraday variant)</li>
<li class="li">The covered days for the shift are displayed at the top of the intraday variants
screen.</li>
</ul>
</div>
<p class="p"><strong class="ph b">To create a fixed shift</strong></p>
<ol class="ol" id="topic_t1x_mff_b1c__ol_mf5_2x4_zzb">
<li class="li" dir="ltr"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838272410" target="_blank">Workforce management</a>, click <img class="image" id="topic_t1x_mff_b1c__d8e245" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/gear_icon.png" width="16">
<strong class="ph b">Settings</strong> in the sidebar, then select <strong class="ph b">Locations</strong>.</span></li>
<li class="li" dir="ltr">Click your location's <strong class="ph b">Shifts</strong> section in the top-right corner.</li>
<li class="li" dir="ltr">Click the add shift or folder (<strong class="ph b">+</strong>) icon and select <strong class="ph b">Fixed shift</strong>
from the menu.</li>
<li class="li" dir="ltr">Enter a <strong class="ph b">Shift name</strong>. For example,<em class="ph i"> 9am MWF</em>.</li>
<li class="li" dir="ltr">Click <strong class="ph b">Add shift</strong>.</li>
<li class="li" dir="ltr">Click the add intraday variant (<strong class="ph b">+</strong>) icon below the Actions menu.</li>
<li class="li" dir="ltr">In the <strong class="ph b">Settings</strong> tab, configure the following:<ul class="ul" id="topic_t1x_mff_b1c__ul_nf5_2x4_zzb">
<li class="li">Name</li>
<li class="li">Start time</li>
<li class="li">Length</li>
<li class="li">Working days. The days your agents will work. The days that appear dimmed will be
their days off.<p class="p"><img class="image img-screenshot" id="topic_t1x_mff_b1c__image_zt1_lx4_zzb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/ts_shift_intra_fixed.png" width="400"></p>
</li>
</ul>
</li>
<li class="li" dir="ltr">Click the <strong class="ph b">Intraday</strong> tab. <p class="p">This is when your agents' <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/6443329426330" target="_blank">general tasks</a> or <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/10114746509978" target="_blank">unified agent statuses</a> should occur.</p>
</li>
<li class="li">Click the add <strong class="ph b">Task</strong>(+) icon, then select a task from the menu. <p class="p">This can be any
task that your agents need to have or accomplish on a daily basis such as a break,
lunch, or a daily stand-up meeting. It can also include any <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/6443314489242" target="_blank">workstreams</a> they're assigned to. </p>
<p class="p">If you don't select
any workstreams, the workstream is auto-populated for you based on what's been
forecasted.</p>
</li>
<li class="li">Set the time interval in which the task can occur, counting from the start of the shift
and the duration of the task.<div class="p">
<div class="note attention">
<span class="attentiontitle"></span> Overlapping tasks are highlighted in red. Make sure to correct
these, as they can prevent shifts from being generated or result in shifts being
generated with overlapping tasks, disrupting editing and tracking.</div>
</div>
<p class="p">You can also add a note to provide more context to agents when this task is
selected.</p>
<p class="p"><img class="image img-screenshot" id="topic_t1x_mff_b1c__image_abw_hqb_fdc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/wfm_locations_shifts_intraday.png" width="500">
</p>
<p class="p">The task displays a white corner and agents can see the note by hovering over
it.</p>
<p class="p"><img class="image img-screenshot" id="topic_t1x_mff_b1c__image_ehy_khc_fdc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/agent_schedule_task_note.png" width="300"></p>
</li>
<li class="li">Click <strong class="ph b">Save</strong>.</li>
<li class="li">Select <strong class="ph b">Agents</strong> on the top right to assign users to this shift and then click
<strong class="ph b">Save</strong>. Make sure that agents are assigned to workstreams so they can be
selected.</li>
</ol>
</div>
<div aria-labelledby="ariaid-title6" class="topic nested2" id="topic_o2f_ry4_zzb">
<h3 class="title topictitle3" id="ariaid-title6">Rotating fixed shifts</h3>
<div class="body">
<p class="p">You can add your fixed shifts to a rotation folder so that your agents' shifts are
rotated. For example, you may want to rotate agents' shift start times every week so that
agents who start at 9:00 am one week, can start at 11:00 am the following week, and so on. </p>
<div class="p">
<strong class="ph b" id="topic_o2f_ry4_zzb__docs-internal-guid-ba70f687-7fff-b9c5-1e5b-12b6312636d0">To create a rotation
folder</strong><ol class="ol" id="topic_o2f_ry4_zzb__ol_c2x_ty4_zzb">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838272410" target="_blank">Workforce management</a>, click <img class="image" id="topic_o2f_ry4_zzb__d8e245" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/gear_icon.png" width="16">
<strong class="ph b">Settings</strong> in the sidebar, then select <strong class="ph b">Locations</strong>.</span></li>
<li class="li">Click your location's <strong class="ph b">Shifts</strong> section in the top-right corner.</li>
<li class="li" dir="ltr">Click the add shift or folder (<strong class="ph b">+</strong>) icon and select <strong class="ph b">Folder</strong>
from the menu.</li>
<li class="li" dir="ltr">Enter a <strong class="ph b">Name</strong> and then click <strong class="ph b">Add folder</strong>. </li>
<li class="li" dir="ltr">Choose your <strong class="ph b">Rotation period</strong>. For example, enter <strong class="ph b">1 week</strong> to
rotate agents' shifts every week. <div class="note note">
<span class="notetitle">Note:</span> All rotations start from Jan 01, 2022, and not
from the day or week that your rotations are created. The order of the shifts will
dictate the order of the rotation that week.</div>
</li>
<li class="li" dir="ltr">Click <strong class="ph b">Save</strong>.</li>
<li class="li" dir="ltr">In the Shifts sidebar, select the shifts you want to rotate and drag them
into the rotating folder.</li>
</ol>
</div>
<p class="p">After a shift has been added to the rotation folder, you can view the rotation period of
your agents by clicking the Rotation preview tab inside of the folder. If you'd like to
change the order of shifts, you can reassign agents to different shifts.</p>
<p class="p"><img class="image img-screenshot" id="topic_o2f_ry4_zzb__image_s11_mcy_11c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/ts_location_shift_rotate_folder.png" width="600"></p>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title7" class="topic nested1" id="topic_lkl_rff_b1c">
<h2 class="title topictitle2" id="ariaid-title7">Organizing shifts</h2>
<div class="body">
<p class="p">Arranging shifts in folders can help you keep all your shifts organized and help you locate
shifts.</p>
<p class="p"><strong class="ph b" id="topic_lkl_rff_b1c__docs-internal-guid-192b0764-7fff-581f-0823-badb99ac459e">To create a shift
folder</strong></p>
<ol class="ol" id="topic_lkl_rff_b1c__ol_p5d_sff_b1c">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838272410" target="_blank">Workforce management</a>, click <img class="image" id="topic_lkl_rff_b1c__d8e245" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/gear_icon.png" width="16">
<strong class="ph b">Settings</strong> in the sidebar, then select <strong class="ph b">Locations</strong>.</span></li>
<li class="li">Click your location's <strong class="ph b">Shifts</strong> section in the top-right corner.</li>
<li class="li" dir="ltr">Click the add shift or folder (<strong class="ph b">+</strong>) icon and select <strong class="ph b">Folder</strong> from
the menu.</li>
<li class="li" dir="ltr">Enter a <strong class="ph b">Name</strong> and then click <strong class="ph b">Add Folder</strong>. </li>
<li class="li">Click <strong class="ph b">Save</strong>.</li>
<li class="li">In the <strong class="ph b">Shifts</strong> sidebar, select the shifts you want to organize and drag them into
the folder. <p class="p">A blue line indicates where the shift will be reorganized</p>
</li>
</ol>
</div>
</div>
<div aria-labelledby="ariaid-title8" class="topic nested1" id="topic_qzz_4z4_zzb">
<h2 class="title topictitle2" id="ariaid-title8">Managing locations</h2>
<div class="body">
<p class="p">Manage locations by editing or deleting them.</p>
<p class="p"><strong class="ph b" id="topic_qzz_4z4_zzb__docs-internal-guid-90b7dae6-7fff-1668-374a-80f9c6e96e2f">To edit a location</strong></p>
<ol class="ol" id="topic_qzz_4z4_zzb__ol_arz_rz4_zzb">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838272410" target="_blank">Workforce management</a>, click <img class="image" id="topic_qzz_4z4_zzb__d8e245" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/gear_icon.png" width="16">
<strong class="ph b">Settings</strong> in the sidebar, then select <strong class="ph b">Locations</strong>.</span></li>
<li class="li">Click the location you want to edit.</li>
<li class="li">Edit the location settings and shifts as needed.</li>
<li class="li">Click <strong class="ph b">Save</strong>.</li>
</ol>
<p class="p"><strong class="ph b" id="topic_qzz_4z4_zzb__docs-internal-guid-dc9b103d-7fff-be37-b04d-f68069638298">To delete a
location</strong></p>
<ol class="ol" id="topic_qzz_4z4_zzb__ol_ykq_xz4_zzb">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838272410" target="_blank">Workforce management</a>, click <img class="image" id="topic_qzz_4z4_zzb__d8e245" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/gear_icon.png" width="16">
<strong class="ph b">Settings</strong> in the sidebar, then select <strong class="ph b">Locations</strong>.</span></li>
<li class="li"> Hover over the location you want to delete.</li>
<li class="li">Click the options menu (<img class="image" id="topic_qzz_4z4_zzb__image_xnp_z1p_zzb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/sell_icon_menu_vertical.png" width="16">) that appears next to the location name.</li>
<li class="li">Click <strong class="ph b">Delete</strong>.</li>
<li class="li">Confirm you want to delete the location by clicking <strong class="ph b">Delete location</strong>.</li>
</ol>
</div>
</div>
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