Move employees on a floor or to a different floor using the map

  • Release version: Washingtondc
  • Updated March 27, 2024
  • 6 minutes to read

    • Using the building's Floor map view, move single or multiple employees on a floor or to a different floor. Assign or unassign a space to an employee.

    Before you begin

    Verify that the building in which you want to move employees has a floor map.
    Note:
    You must install the Workplace Move Management plugin to move an employee to a different location.
    Important:
    If the employee already has an ongoing move request, you can’t move that employee.

    Role required: sn_wsd_spcmgmt.space_planner

    Procedure

    1. Navigate to All > Workplace Central > Workplace Central.
      You can also open Workplace Central from the Employee Center directly. Navigate to Workspaces > Workplace Central.
      The Workplace Analytics dashboard opens.
    2. On the left pane, select Space Optimization icon (Space optimization icon.).
      The Space optimization dashboard opens.
    3. In the All Buildings section, select the building where you want to make employee movements.
      Important:
      If the employee already has an ongoing move request, you can’t move that employee.

      Select View all to view a list of buildings.

      The stack plan of the building opens.
    4. On the Stack plan, select the Floor map tab to view the building's floor map.
    5. Select the floor where you want to move employees using the Floor option on the map.
    6. On the side panel, select Users icon (Users icon.).
      The floor map displays user icons based on employee assignments.

      Floor map showing employee assignment and related legend on a selected floor.

      On the map, the spaces assigned to an employee, the spaces that have an ongoing move case and the space that you have currently selected are displayed as follows:

      Map legend and related icons.

    7. To view the details of one or more employees assigned to a space, select the assigned to an employee icon Assigned to an employee icon. or the move case icon Move case icon. on a space.
      After selection, the icon is highlighted with selected icon Selected icon..
      The details of one or more assigned employees is displayed on the User profiles panel. If there’s an ongoing move case, then move case details are displayed.
    8. To view the details of the move case on a space, select the move case iconMove case icon. icon on the space.
      After selection, the icon is highlighted with selected icon selected icon.
      The details of the incoming or outgoing move case are displayed on the User profiles panel. An incoming move case is tagged as Incoming and an outgoing move case is tagged as Outgoing. You can select the move case number to view the move case details on a separate tab.
    9. To move an employee to a different location, do the following:
      1. Select the space on the map where the employee is assigned.
        The employee details are displayed on the User profiles panel.
      2. On the employee details tile, to move the employee, select Move to.
      3. On the form, do the following:
        You can change the floor map view by using the View space view option. Upon selection, the floor map displays the space details and the number of employees assigned and doesn’t display employee names. You can also select the destination space from the map by selecting the View space view option.
        1. In the Actions field, select the type of move you want to perform. You can select from the following options:
          • Assign or move to space: Select this option to move the employee to a different space.
          • Assign or move to area: Select this option to move the employee to a different area.
          • Assign or move to floor: Select this option to move the employee to a different floor.
          • Assign or move to building: Select this option to move the employee to another building.
          • Unassign: Select this option to unassign the space to the employee.
          Note:
          The Select building field is set by default with the current building. You can’t change the building.
        2. In the Select floor field, select the floor where you want to move the employee.
        3. In the Assign area field, select the area where you want to move the employee.
        4. In the Assign space field, select the space where you want to move the employee.
        5. Select Apply.
      4. On the confirmation window, review and select Confirm.
        A move request is created to perform the move. On the map, the space from where the employee is moved and the space where the employee is to be moved are marked with the move case icon Move case icon. icon.
    10. To unassign an employee from a space, do the following:
      1. Select the space on the map where the employee is assigned.
        The employee details are displayed on the User profiles panel.
      2. On the employee details tile, to unassign the employee from the space, select Unassign.
      3. On the form, select Apply.
      4. On the confirmation window, review and select Confirm.
        The employee is unassigned from the space.
    11. To assign an employee to a space, do the following:
      Important:
      If the employee already has an ongoing move request, you can’t move that employee.
      1. Select the space on the map where you want to assign one or more employees.
        The details are displayed on the User profiles panel. If there’s an existing move case or if there are existing users, the respective details are displayed on the panel.
      2. Search and select the employees.
        Perform one of the following to search:
        • In the Search users field, search for the employee whom you want to assign.

          From the list, select the user.

        • For an advanced search, select the Search users slider icon (Search users slide icon.).
          1. On the Select users window, search from a list of System users or the Workplace profiles.
          2. Select one or more employees and select Select users.
        One or more selected employees is added to the panel.
        • If the selected employee doesn’t have any existing location, the Current location isn’t displayed.
        • If the selected employee is already assigned to a location, the location details are displayed in the Current Location.
      3. To assign an employee who isn’t assigned to any location already, do the following:
        Important:
        If the employee already has an ongoing move request, you can’t move that employee.
        1. On the employee details tile of that employee, select Assign to.
        2. On the form, specify the type of assignment in the Actions field and the location details in the Select floor, Assign area and Assign space fields accordingly.
        3. Select Apply.
        4. On the confirmation window, review and select Confirm.

          The selected space is assigned to the workplace profile of the employee. If a primary space is already assigned to the workplace profile, the selected space is assigned with the Is primary field set to false.

      4. To assign an employee who is already assigned to a space, do the following:
        Important:
        If the employee already has an ongoing move request, you can’t move that employee.
        1. On the employee details tile of that employee, select Assign to.
        2. On the form, specify the type of assignment in the Actions field and the location details in the Select floor, Assign area and Assign space fields accordingly.
        3. Select Apply.
        4. On the confirmation window, review and select Confirm.

          The selected space is assigned to the workplace profile of the employee and the earlier space is unassigned. If a primary space is already assigned to the workplace profile, the selected space is assigned with the Is primary field set to false.

    12. To perform multiple employee moves, assignment or unassignment at a time, do the following:
      Important:
      If the employee already has an ongoing move request, you can’t move that employee.
      1. Select and hold down the Shift key to draw a circle (lasso) or draw any freehand selection border around the spaces.

        The selected spaces are marked with the selected icon Set to true icon. icon. The employee details and the move cases on the selected spaces are displayed on the User profiles panel.

      2. On the panel, perform the steps 9, 10 and 11 accordingly.

        Select the check box on the employee details tile in case of multiple changes and perform the actions.

        To assign a space to an employee, use the Assign to option.

        To move an employee from the existing space to another space, use the Move to option.

        To unassign an employee from the space, use the Unassign option.