Restrict Employees from Sites

Learn how to restrict employee access to specific work sites to ensure proper assignments, safety, and compliance.

In some situations, administrators may need to restrict employees from accessing certain work sites. Whether for safety, operational control, or role-based assignments, restricting site access helps ensure employees are only assigned to locations they are authorized to work at.

This article explains how to effectively manage and apply site access restrictions using Manage People and Manage Sites in Schedule Xpress.

Enable the Restrictions Section

To restrict employees, first enable the Restrictions section in both Manage People and Manage Sites. Start by clicking the Gear icon.

In the Employee Form or Site Form, locate and select Restrictions to include it in the profile section. If it is not visible, click Sections to Display at the top of the list, then find and select Restrictions to make it available.

Employee Restrictions in Manage People

You can apply two types of site restrictions from an employee's profile:

Sites This Employee Does Not Want to Work — Allows employees to indicate sites they prefer to avoid.
Sites This Employee Is Banned From — Allows administrators to block employees from specific sites.

To add restrictions, navigate to the Restrictions section within the employee profile.

Note: Restrictions added in the site profile will appear in the employee's Restrictions section.

Select the site where the employee does not want to work or is banned, then click Save.

Show Active Sites Only

To see only active sites in the Restrictions section of the employee profile, select Show Active Sites Only. If you do not, the system will display both active and inactive sites.

Site Restrictions in Manage Sites

You can apply two types of restrictions from a site's profile:

Employees That Do Not Want to Work at the Site — Allows employees to indicate sites they prefer to avoid.
Employees Who Are Banned From the Site — Allows administrators to block employees from specific sites.

Note: Site restrictions added in the employee profile will appear in the site's Restrictions section.

Select the employee who either does not want to work at the site or is banned from the site, then click Save.

Show Active Employees Only

In the Restrictions section of the site profile, select Show Active Employees Only to display only active employees. If this option is not selected, inactive and archived employees will also be shown.

Validations for Restrictions in the Schedule

If you try to schedule an employee at a site they have either chosen not to work at or are banned from, you will receive a Failed Restrictions error message.