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Making Moves in Manager

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Please note that your subscription plan determines the specific set of features available to you, which may result in differences between what you see and the images presented in this article. For further details on the features included in your plan, please contact your OfficeSpace Admin.
 

Making a Move on the Same Floor
Making a Move Across Floors
Using Move Scheduler
Making Moves on Scenario Floors
Making Moves to Assigned Seats
 

Making a Move on the Same Floor

Select Move Queue from the Action Panel in Move Manager.

Move Queue Button Selected

Next, select Add People to be presented with the Add People to Queue pop-up. 

Add People Button highlighted

Enter the names or IDs of the people you'd like to move in the search field and select Add to add them to the queue.

Adding to Move Queue

Now that the names are in the queue, you can select and drag a name to a seat on the floor plan. Doing so will bring up Move Scheduler, which allows you to schedule your move. 

Drag from Move Queue

 

Making a Move Across Floors

Select Move Queue from the Action Panel in Move Manager.

Move Queue Button Selected

Next, select the person that you'd like to move on your floor plan, and drag them to the Move Queue.

Dragging employee to Move Queue

Select the destination floor in the floor picker.

Selecting Destination Floor

Now, select and drag the employee to their seat on the new floor. Move Scheduler opens automatically. 

Remember that an employee will remain in the Move Queue until you've assigned them a seat.

Drag back to floor plan

 

Using Move Scheduler

In Move Scheduler, you're able to enter and confirm all of the details of your move. The panel is divided into three sections: Move Details (1), Notifications (2), and Asset Transfer (3). When you've entered in all of the details of your move, set up notifications, and added any required assets, select Schedule (4) to schedule your  move.

Move Scheduler full panel annotated

 

Move Details

In Move Details, you'll enter the most important details about your move. The Name field (1) will contain the name of the employee who’s being moved into a new seat. This field will be locked if you've pulled them into a seat from the queue. 

The From picker (2) will be prepopulated with a value of "None", though you can enter an employee’s seat, if they currently have one. 

The To picker (3) will be prepopulated with the employee’s newly-assigned seat, but this field can also be modified.

Using the Date picker (4), select a date for the move. With the Time picker (5), select a time for the move to take place.

In the Comments field (5), enter in any comments that you have about the move. These comments will be visible to anyone who can read the details of the move in Move Scheduler, or by any other method.

Select the Manager approved checkbox (6) if you wish to indicate that the move has manager approval.

Move Details panel annotated

 

Notifications

In Notifications, you can add email notifications that will be generated in relation to the move. Select Add Notification to search for a template for a notification. 

Add Notification highlighted in Notifications panel area

Some commonly-used notifications are displayed by default, but you can find others by typing into the search field.

Searching for Notifications

After you've selected a notification template to send, select Add Recipient (1) to add a recipient for the notification. An indication of when the notification will send (2) will be located underneath the name of the notification.

You can send more than one notification with a move, just select Add Notification (3) to search for another notification.

Notification Panel with Template annotated

 

Asset Transfer

Using the Asset Transfer area of Move Scheduler, you can add any assets that the employee needs at their Destination (1) to the scheduled move, so that the employee will have what they need at their new seat.

Any assets returning to Facilities will be automatically noted as part of the details on the move, under Transfer to Facilities (2).

Asset Transfer Annotated

 

Adding a Destination Asset

Select Add Asset From Facilities under Destination to add an asset to a move. These assets are defined in Preferences by your organization. You can add multiple assets to the same move. Select Return to Facilities next to an item in the list to remove it.

Adding a destination asset
 

Making Moves on Scenario Floors

The process for making moves on Scenario floors is almost exactly the same, with the Scenario Queue used in place of the Move Queue. For more information on Scenarios, see Introduction to Scenarios.


Making Moves to Assigned Seats

You can also move people into assigned seats using Move Queue and Smart Queue, or by using occupy moves to add employees to assigned seats.

 
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Making Moves in Manager
Making-Moves-in-Manager-HC

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