Create Locations

In equipme, locations are more than just addresses. They define the structural backbone of your organisation and determine where employees work, where services are delivered, and where resources such as devices or stock are assigned. A clean location structure is essential for smooth ordering, approvals, logistics, and reporting.

Locations are used across the entire platform. Employees are linked to a location, service availability can depend on it, deliveries are routed correctly, and costs can later be analysed per site or region. Because of this, locations are a core building block of your equipme setup.

How locations can be created in equipme

equipme offers several ways to create and maintain locations. Which option makes sense depends mainly on the size of your organisation and how often your structure changes.

Manual creation This option is ideal for smaller organisations or for adding individual locations quickly. Locations are created directly in equipme by entering the required information in a form. This works well when only a few locations are needed or changes are rare.

Excel import If you manage multiple locations or already have structured data in a spreadsheet, the Excel import is the more efficient choice. You can upload several locations at once, keep naming consistent, and avoid duplicates. This method is especially useful when setting up equipme for the first time or restructuring an existing setup.

HR Sync For larger organisations or environments with frequent changes, HR Sync is the recommended approach. equipme connects directly to your HR or identity system and automatically synchronises locations along with employees and other organisational data. This minimises manual effort and ensures that your structure in equipme always reflects your source system.

This class focuses on helping you understand what locations are, why they are important, and which creation options are available. For detailed, step by step instructions on manual creation, Excel imports, or HR Sync configuration, please refer to the dedicated documentation article where each method is explained in detail.

Locations