Purpose

Facilities are physical locations—offices, warehouses, shops, branches—with GPS coordinates used for inventory management, personnel location tracking, and geofencing integration with time clock. They represent where your company operates physically, enabling location-based compliance reporting, multi-site inventory storage, and personnel assignment to primary work locations.

GPS Geofencing
Location-based compliance
Inventory Storage
Multi-site material tracking
Bins & Locations
Warehouse organization
Time Clock Integration
Location compliance tracking
Personnel Assignment
Primary work location
Authorized Activities
Location-specific work types

Access Path: Gear Icon > Locations (or Facilities)


Facilities List View

Search Enter text to search for specific facilities
Archived Toggle to view archived facilities
+ Icon Add a new facility
⟳ Icon Refresh the list of facilities
NAME The name of the facility

Facility Detail View

Name Enter the desired name of the facility
ID Enter an optional ID if applicable
Payroll ID Enter an optional Payroll ID if applicable
Class Select from the drop-down menu what division or class the new facility belongs to
Location Select from a drop-down menu if a specific location is applicable
Time Clock Toggle to make the facility available for employees to clock in via the Time Clock module or TRUE Time app
Archive Check to archive the record and remove it from the active facilities list
Address Enter or edit the facility's address. Used for GPS data comparison in Time Review and Time Card, and for travel pay calculations. Click the pencil icon to edit
+ Icon Add new authorized activities for the facility
Activity Name The name of the authorized activity
Cost Code The associated cost code for the activity, if applicable
☰ Icon Select Cost Code: Select the Cost Code to assign to the Authorized Activity
Delete: Permanently delete the Authorized Activity
+ Icon Add new phone numbers for the facility
Activity The type or purpose of the phone number
Trash Can Icon Remove the phone number entry

Frequently Asked Questions

Common questions about configuring and using Facilities for location management and GPS-based time tracking compliance.

Facilities are physical locations (offices, warehouses, shops, branches) with GPS coordinates for inventory management, personnel location tracking, and geofencing integration with time clock.

Purpose of Facilities:

  • Inventory Management: Store materials and equipment at specific locations
  • GPS Geofencing: Track time clock compliance with location verification
  • Personnel Assignment: Assign workers to primary work location
  • Multi-Location Operations: Manage multiple offices, branches, or warehouses

Common Facility Examples:

  • Main Office: Corporate headquarters location
  • Warehouse DC: Distribution center with inventory
  • Shop - Fabrication: Shop facility for fabrication work
  • Branch Office - Atlanta: Regional office location

Note: Facilities with GPS addresses enable location compliance reporting in payroll, showing when workers punch in/out from locations outside expected radius.

Facilities are created through the Locations menu in Settings and can include GPS coordinates for geofencing.

  1. Click Gear Icon (Settings) in upper right
  2. Select Locations from menu
  3. Click Add Facility button
  4. Enter Facility Name (e.g., "Main Office - Chicago")
  5. Enter Address (enables GPS coordinates)
  6. System automatically geocodes address for GPS integration
  7. Create Bins/Locations within facility for inventory organization
  8. Click Save

Tip: Always enter complete addresses for facilities to enable GPS geofencing. This allows TRUE to track location compliance when workers punch in/out via TRUE Time app.

Facilities with GPS addresses enable location-based compliance reporting for time clock punches, helping verify workers are at expected locations.

GPS Geofencing Workflow:

  1. Facility created with complete address (GPS coordinates generated)
  2. Worker punches in/out via TRUE Time app
  3. App captures worker's GPS location (if permissions granted)
  4. System compares worker location to job site or facility GPS coordinates
  5. If outside expected radius, punch is flagged in GPS Compliance Report
  6. Supervisor reviews flagged punches during time review process

Important GPS Behaviors:

  • Non-Blocking: System does NOT prevent punches from wrong locations
  • Optional: Workers can deny GPS permissions and still punch in/out
  • Reporting Only: GPS data generates compliance reports for supervisor review
  • Flexibility: Allows legitimate off-site punches (office, shop, alternate locations)

Note: Supervisor receives notice during payroll process: "This person punched out outside the job site address location." This enables review and investigation rather than automatic rejection of the punch.

Personnel are assigned to facilities through their Personnel records, establishing their primary work location for organizational tracking.

  1. Navigate to Personnel module
  2. Open the employee's personnel record
  3. Click Advanced button to reveal additional fields
  4. Locate the Facility dropdown field
  5. Select the appropriate facility from dropdown
  6. Click Save

Facility Assignment Benefits:

  • Identifies worker's primary physical location
  • Enables location-based reporting
  • Supports multi-branch operations
  • Facilitates resource allocation by location

Bins and locations are organizational subdivisions within a facility used for inventory storage and material tracking.

Bins and Locations Purpose:

  • Inventory Organization: Track materials by specific storage location
  • Warehouse Management: Organize warehouse into zones, aisles, shelves
  • Picking Efficiency: Direct workers to exact location for material retrieval
  • Cycle Counting: Conduct physical inventory counts by location

Common Bin/Location Examples:

  • Warehouse: "Aisle 3 - Shelf B", "Zone A", "Bin 125"
  • Shop: "Fab Station 1", "Tool Crib", "Scrap Bin"
  • Office: "Storage Room", "Supply Closet"

Tip: Bins/locations are primarily used for Materials and Equipment module inventory tracking. They are optional and not required for time tracking functionality.

Facilities and divisions serve different purposes and are used in different contexts within TRUE.

Facility (Physical Location):

  • Purpose: Physical location management and inventory storage
  • Used For: Inventory management, GPS geofencing, personnel location assignment
  • Example: "Main Office - Chicago", "Warehouse DC", "Branch Office - Atlanta"
  • Workers assigned to: Facilities as their primary work location

Division (Department/Organizational Unit):

  • Purpose: Organizational structure and cost center tracking
  • Used For: Time clock overhead tracking, personnel assignment, GL allocation
  • Example: "Office Department", "Field Operations", "Pre-Construction"
  • Workers punch into: Divisions for non-project overhead time

Note: A worker can be assigned to both a facility (for physical location tracking) and a division (for department tracking) in their Personnel record.

Facilities can be disabled system-wide through Company Preferences if your organization operates from a single location or doesn't need GPS tracking.

  1. Navigate to Settings (Gear icon) → Company PreferencesMiscellaneous section
  2. Locate Enable Facilities toggle
  3. Uncheck to disable facilities system-wide
  4. Click Save

Important: Disabling facilities removes location tracking, GPS compliance, and inventory location features. Only disable if you're certain your company doesn't need multi-location management.

Facilities can be viewed and assigned across almost any module in Jobs and Contracts workflows for location-based categorization.

Common Facility Assignment Locations:

  • Personnel Records: Assign employee's primary facility location
  • Materials Module: Store inventory at specific facilities
  • Equipment Module: Track equipment location by facility
  • Jobs Module: Assign facility managing job
  • Contracts Module: Track facility responsible for contract
  • Time Review: GPS compliance reports by facility
  • Inventory Transfers: Transfer materials between facilities

Note: Facility fields appear in most workflow modules when facilities are enabled in Company Preferences, providing consistent location tracking across the entire system.

Configuration & Administration

Access to the Facilities module is controlled by a specific module access permission that must be enabled for your user account.

To access Facilities, your administrator must enable the following permission in Users / Access:

Permission ID Description
Module Access (Facilities) (ID #22) Grants access to the Facilities module in the Settings workflow

Note: Contact your system administrator to request access. Permission changes take effect the next time the user logs in.

The Facilities module uses both a module access permission and security permissions to control what users can do.

Module Access

Permission ID Description
Module Access (Facilities) (ID #22) Grants access to the Facilities module in the Settings workflow

Security Permissions

Permission ID What It Controls
New Facilities (ID #108) Create a new facility
Delete Facilities (ID #114) Delete a facility