Before importing employees into a company account, it is highly recommended to properly configure the sites. This helps create a clear, organized, and realistic company structure.
In many industries — especially security, cleaning, retail, and field services — a company may operate across multiple sites where employees work daily.
For example:
- several stores for a retail company;
- multiple branches or agencies;
- different construction or intervention sites;
- several security checkpoints or entrances.
With the site management feature in Weplanify, companies can easily organize teams and assign employees to the correct workplace.
Why Is Creating Sites Important?
Sites allow you to:
- organize employees by location or unit;
- simplify schedule management;
- improve team monitoring;
- structure the company more realistically;
- streamline workforce assignments and field operations.
👉 Without this configuration, employee imports may become disorganized or incomplete.
How to Access the “Sites” Section
To access site management on the web platform Weplanify:
- Log in to your account;
- Open the left sidebar menu;
- Click on “Settings” at the bottom of the menu;
- A new window will open;
- In the header of this window, select the “Sites” tab.
How to Create a Site
Once inside the “Sites” interface:
- Click on the “Create Site” button;
- Fill in the required information:
- site name;
- country and region;
- zone;
- location (address);
- Save the configuration.
👉 The site will automatically be added to your company structure and can then be used when adding or importing employees.
Real Example of Use
A security company may create:
- Auchan Sacré-Cœur Site;
- Sea Plaza Site;
- University Site;
- Downtown Bank Site.
Security agents can then be assigned to the appropriate site for:
- scheduling;
- attendance tracking;
- reports;
- replacements;
- operational monitoring.
Similarly, a retail company can manage multiple stores or branches from a single platform.
Best Practices
- Create sites before importing employees;
- Use clear and consistent names;
- Configure custom fields adapted to your activity;
- Avoid duplicates to simplify management;
- Organize sites according to your real company structure.
Conclusion
Site configuration is a fundamental step when using Weplanify.
It helps maintain a clean structure, better team organization, and smoother employee management on a daily basis.
👉 In summary: configure your sites and custom fields before importing employees to ensure an optimal experience and more efficient HR management.