Team Lead — Workplace Management User Guide

Version: 1.0
Last updated: December 10, 2025

Table of Contents


1. Welcome to Workplace Management

Welcome to the Team Lead Workplace Management System! This guide will help you understand how to manage your team's work locations, workstations, and ensure proper workspace assignments.

What is this system?

The Workplace Management system allows you to view and manage physical and virtual work locations for your organization. As a team lead, you can:

  • View available workplaces and workstations
  • Understand team member workspace assignments
  • Check workplace capacity and availability
  • Manage workstation utilization for your team
  • Communicate workspace information
  • Plan team location needs
  • Monitor workplace resource allocation
  • Support workplace coordination activities

Your role in workplace management:

You as Team Lead
        ↓
├─ View workplace information
├─ Understand workspace assignments
├─ Plan team location needs
├─ Communicate workspace changes
├─ Support employees with workspace questions
├─ Monitor resource utilization
├─ Coordinate team locations
└─ Report workspace needs to management

Key benefits:

  • ✅ Centralized view of all workplaces and workstations
  • ✅ Quick access to workspace information
  • ✅ Real-time availability checking
  • ✅ Team member workspace tracking
  • ✅ Capacity planning tools
  • ✅ Resource optimization
  • ✅ Facility coordination support

2. What You Can Do

In the Workplace Management system, you can:

View workplaces — See all company workplaces and offices
Access workplace details — View location, capacity, contact information
View workstations — See available desks, rooms, and resources
Check assignments — See which team members are assigned where
View capacity — Monitor workspace availability and occupancy
Search workplaces — Find specific locations quickly
Filter workplaces — Filter by location, type, status
Check amenities — See what resources are available
View workstation details — Get information about specific workstations
Monitor utilization — Track how workspaces are being used
Export data — Download workplace information for documentation
Generate reports — Create reports about workspace usage

What you CANNOT do:

❌ Create new workplaces (admin only)
❌ Add workstations (admin only)
❌ Assign employees to workstations (depends on role)
❌ Delete workplaces (admin only)
❌ Change workplace status (admin only)
❌ Modify workplace settings (HR/Admin only)
❌ Decommission workstations (admin only)


3. How to Access Workplace Management

Web URL:

  1. Log in to the DTR System: https://your-domain.com
  2. Navigate to: TL Dashboard → Workplace Management
  3. Or use direct URL: /tl/work-place

From Menu:

  1. Click TL Dashboard in main menu
  2. Locate Workplace Management or Workplaces
  3. Click to open

Mobile Access:

  • System is mobile-responsive
  • Tablet recommended for better viewing
  • Works on smartphones but optimized for desktop

Browser Requirements:

  • Chrome (recommended)
  • Firefox
  • Safari
  • Edge
  • JavaScript must be enabled
  • Cookies must be enabled

Permissions Required:

  • view_workplaces — view workplace list and details
  • view_workstations — view workstation information
  • view_assignments — see employee assignments (if available)

4. Understanding the Workplace List

View file: resources/views/users/tl/work-place/index.blade.php

The workplace list (index page) shows all company workplaces and office locations.

Page Layout

The page is organized into these sections:

Section 1: Filter & Search Controls (Top)

Use these to narrow down which workplaces you want to see.

Section 2: Workplace Table (Main Content)

All workplaces displayed in table format with key information.

Section 3: Pagination (Bottom)

Navigation controls to view more workplaces if list is long.

Top Controls - Filters & Search

Filter Controls (Left side):

Status Filter (Dropdown):

  • Active — Workplace is operational and in use
  • Draft — Workplace is being set up, not yet published
  • Archived — Workplace is no longer in use
  • All (default) — Show all statuses

Location Filter (Dropdown):

  • Show workplaces from specific location/office
  • Examples: Main Office, Branch Office, Remote
  • Or: All locations (default)

Capacity Filter (Range):

  • Filter by workplace capacity
  • Show workplaces with at least X seats
  • Useful for finding large or small locations

Department Filter (Dropdown):

  • Show workplaces assigned to specific department
  • Examples: Engineering, Sales, Admin
  • Or: All departments (default)

Workplace Search:

  • Type workplace name, code, or location
  • Real-time search as you type
  • Finds matching workplaces quickly

Quick Actions (Right side):

  • Apply Filters Button — Click to apply selected filters
  • Clear Filters Button — Reset all filters to show all workplaces
  • Refresh Button — Manually refresh workplace data
  • Export Button — Download workplace list as CSV/Excel

Status Badges (Color-coded):

[Green]  Active    — Operational, in use
[Gray]   Draft     — Being set up, not published
[Red]    Archived  — No longer in use

Workplace Table - Columns

Column Content Notes
Code Workplace identifier Unique code (e.g., MAIN-001)
Name Workplace name Office or location name
Location Physical address City, building, floor
Capacity Available seats Total workstations
Assigned Occupied seats Currently assigned
Available Empty seats Unoccupied workstations
Occupancy % Usage percentage Capacity utilization rate
Status Current status Active, Draft, Archived
Type Workplace type On-site, Hybrid, Remote
Actions View/Details Button to see full details

Table Features:

  • Pagination: 10-25 workplaces per page
  • Sorting: Click column headers to sort (if enabled)
  • Row styling:
    • Active: Normal background
    • Draft: Grayed out/lighter
    • Archived: Strikethrough
  • Hover effects: Highlight row when mouse over
  • Clickable row: Click row to navigate to details

Example Workplace List:

Code     Name              Location          Capacity  Assigned  Available  Status
────────────────────────────────────────────────────────────────────────────────
MAIN-001 Main Office       123 Business Ave  120       85        35 (71%)   Active
BRANCH-1 Branch Office     456 Market St     60        48        12 (80%)   Active
REMOTE-1 Remote Hub        Virtual           Unlimited 32        ∞  (N/A)   Active
FLEX-01  Flexible Spaces   789 Park Blvd     40        15        25 (38%)   Active

Empty State

  • Message: "No workplaces found" or "No workplaces available"
  • Call to action: "Contact your administrator to add workplaces"
  • Link to admin or instructions

5. Viewing Workplace Details

View file: resources/views/users/tl/work-place/show.blade.php

Click on any workplace to view complete details and information.

How to Access Details Page

From the list:

  1. Find the workplace you want to view
  2. Click the name (usually underlined/blue)
  3. Or click the "View Details" or eye icon button
  4. Detailed page opens with full information

Details Page Layout

The details page displays comprehensive information organized into sections:

Header Section - Workplace Overview

Shows at the top of the page:

  • Workplace Name: Full name (large heading)
  • Workplace Code: Unique identifier (e.g., MAIN-001)
  • Status Badge: Active/Draft/Archived
  • Location: Address or location description
  • Type: On-site, Hybrid, or Remote
  • Timezone: Time zone for this location
  • Contact: Facility manager or contact information

Purpose: Quickly identify the workplace and key information.


Section 1: Basic Information

Displays:

  • Code — Unique workplace identifier
  • Name — Full workplace name
  • Type — On-site, Hybrid, Remote, or Virtual
  • Status — Active, Draft, or Archived
  • Address — Physical address (street, city, state, zip)
  • Country — Country location
  • Contact Person — Facility manager or coordinator name
  • Phone — Contact phone number
  • Email — Contact email address

Purpose: Complete location and contact information.


Section 2: Capacity & Location Information

Displays:

  • Total Capacity — Total workstations available
  • Currently Assigned — Number of occupied seats
  • Available Seats — Number of empty workstations
  • Occupancy Rate — Percentage of capacity in use
  • Latitude/Longitude — Geographic coordinates (if tracked)
  • Geofence Radius — Distance-based check-in area (if enabled)
  • Primary Departments — Departments using this space
  • Tags — Location tags (onsite, hybrid, remote, critical, etc.)

Example:

┌──────────────────────────────────┐
│ Workplace Capacity               │
├──────────────────────────────────┤
│ Total Seats:        120          │
│ Currently Assigned: 85           │
│ Available:          35           │
│ Occupancy Rate:     70.8%        │
│ Status:             Optimal      │
└──────────────────────────────────┘

Section 3: Workstation Summary

Displays:

  • Total Workstations — Count of all workstations
  • By Type — Breakdown by type
    • Fixed Desks: X
    • Hot Desks: X
    • Conference Rooms: X
    • Phone Booths: X
    • Other: X
  • By Status — Breakdown by status
    • Active: X
    • Reserved: X
    • Inactive: X

Example:

Workstation Breakdown:
Fixed Desks:       80
Hot Desks:         25
Conference Rooms:  10
Phone Booths:      5
────────────────────
Total:            120

Status:
Active:           115
Reserved:          3
Inactive:          2

Section 4: Amenities & Resources

Displays:

  • Available Amenities — List of resources
    • Dual monitors
    • Docking stations
    • Ethernet connection
    • Wireless access
    • Standing desks
    • Meeting rooms
    • Parking
    • Cafeteria
    • Gym facilities
    • Childcare

Purpose: Understand what resources are available at this location.


Section 5: Workstations Table

Displays:

Table showing all workstations at this location:

Column Shows
Code Workstation identifier
Label Workstation name/description
Type Type of workstation
Status Active/Reserved/Inactive
Assigned To Employee name (if assigned)
Amenities Resources available
Actions View/Details button

Example:

Code    Type         Status    Assigned To    Amenities
─────────────────────────────────────────────────────
D-101   Fixed Desk   Active    Jane Doe       Dual Monitor, Dock
D-102   Fixed Desk   Active    John Smith     Dual Monitor, Dock
D-103   Fixed Desk   Available [Empty]        Dual Monitor, Dock
H-01    Hot Desk     Active    Sarah Brown    Monitor, Wireless
C-01    Conference   Reserved  Team Meeting   Whiteboard, TV

Section 6: Team Assignment Information

Displays:

  • Teams Using This Space — Which teams are assigned
  • Primary Team — Main team assigned (if applicable)
  • Shared Teams — Other teams using this space
  • Team Count — Number of people from each team
  • Department Assignment — Which departments use this space

Purpose: Understand which teams work in this location.


Section 7: Operating Hours & Rules

Displays:

  • Office Hours — Regular operating hours
  • Hours of Operation — e.g., 8:00 AM - 6:00 PM
  • Open Days — Monday - Friday (or custom)
  • Special Hours — Any special arrangements
  • Access Rules — Any restrictions or requirements
  • Check-in/Check-out Requirements — DTR expectations
  • Location-based Validation — Geofence or access requirements

Purpose: Understand workplace operations and expectations.


Section 8: Recent Activity & Usage

Displays:

  • Last Updated — When information was last changed
  • Creation Date — When workplace was created
  • Recent Changes — Recent modifications
  • Utilization Trend — Usage trending up/down/stable
  • Peak Hours — Busiest times of day
  • Average Occupancy — Average daily occupancy

Purpose: Understand recent workplace activity.


Section 9: Safety & Compliance

Displays:

  • Safety Features — Security, emergency exits, etc.
  • Compliance Status — Meets requirements
  • Safety Documents — Links to safety procedures
  • Emergency Contact — Emergency contact information
  • Incident Reports — Any recent safety issues (if applicable)

Purpose: Understand safety and compliance information.


Section 10: Additional Information

Displays:

  • Notes — Additional notes about the workplace
  • Special Arrangements — Any special setup or rules
  • Contact Person — Facility manager or coordinator
  • Maintenance Contact — Who to contact for maintenance
  • IT Support — IT department for tech issues
  • Related Links — Links to policies or procedures

Section 11: Quick Actions (Bottom)

Available buttons:

  • View All Workstations — See complete workstation list
  • Check Availability — View available workstations
  • Export — Download workplace details
  • Print — Print workplace information
  • Back to List — Return to workplace list
  • Report — Generate usage report

Example Workplace Details Page

╔════════════════════════════════════════════════╗
║         MAIN OFFICE - MAIN-001                ║
║                [Active]                       ║
├════════════════════════════════════════════════┤
║                                                ║
║ Location: 123 Business Avenue, Downtown, CA   ║
║ Timezone: America/Los_Angeles                 ║
║ Capacity: 120 seats                           ║
║ Status: Active (Optimal Occupancy)            ║
║                                                ║
│────────────────────────────────────────────────│
║ Capacity Information:                          ║
║ Total Workstations: 120                       ║
║ Currently Assigned: 85                        ║
║ Available: 35 (29%)                           ║
║ Occupancy Rate: 70.8%                         ║
║                                                ║
│────────────────────────────────────────────────│
║ Workstation Breakdown:                         ║
║ Fixed Desks:       80                         ║
║ Hot Desks:         25                         ║
║ Conference Rooms:  10                         ║
║ Phone Booths:      5                          ║
║ Status: 115 Active, 3 Reserved, 2 Inactive   ║
║                                                ║
│────────────────────────────────────────────────│
║ Available Amenities:                           ║
║ ✓ Dual Monitors    ✓ Docking Stations         ║
║ ✓ Ethernet         ✓ WiFi                     ║
║ ✓ Standing Desks   ✓ Meeting Rooms            ║
║ ✓ Cafeteria        ✓ Parking                  ║
║ ✓ Gym              ✓ Childcare                ║
║                                                ║
│────────────────────────────────────────────────│
║ Contact:                                       ║
║ Facility Manager: Tom Wilson                  ║
║ Phone: +1-555-0150                            ║
║ Email: facilities@company.com                 ║
║                                                ║
╚════════════════════════════════════════════════╝

6. Filtering and Searching

Use filters to quickly find the workplaces you need.

Quick Filters

Common Filter Combinations:

View All Active Workplaces:

  1. Status Filter: Active
  2. Click Filter
  3. Shows only operational workplaces

Find Workplaces with Available Seats:

  1. Capacity Filter: Set minimum available seats
  2. Click Filter
  3. Shows workplaces with available space

Find Specific Department Workplaces:

  1. Department Filter: Select department
  2. Click Filter
  3. Shows workplaces used by that department

Find by Location:

  1. Location Filter: Select location
  2. Click Filter
  3. Shows workplaces in that location

Advanced Filtering

Find Specific Workplace:

  1. Type workplace name in search box
  2. Results appear in real-time
  3. Shows matching workplaces

Filter by Multiple Criteria:

Example: Find available on-site workplaces for Engineering department

  1. Status: Active
  2. Department: Engineering
  3. Location: On-site
  4. Capacity: 5+ available seats
  5. Click Filter
  6. Shows matching workplaces

Clear Filters:

  1. Click "Clear Filters" button
  2. All filters removed
  3. Table resets to show all workplaces

Search Tips

Search by Workplace Name:

  • Type: "Main Office"
  • Type: "Branch"
  • Type partial: "Main"
  • Not case-sensitive

Search by Workplace Code:

  • Type: "MAIN-001"
  • Shows exact match

Search by Location:

  • Type: "Downtown"
  • Type: "123 Business Ave"
  • Shows matching workplaces

Search by Address:

  • Type: "123 Business"
  • Type: "Downtown"
  • Shows matching locations

7. Understanding Workstations

Workstations are the individual work spaces (desks, rooms, etc.) within a workplace.

Workstation Types

Fixed Desk

  • Permanently assigned to specific employee
  • Not shared
  • Same desk each day
  • Usually equipped with personal items
  • Examples: Individual office desk

Hot Desk

  • Shared by multiple employees
  • First-come, first-served basis
  • Rotates daily or weekly
  • Minimal personal setup
  • Examples: Shared workspace pool

Conference Room

  • Meeting/collaboration space
  • Reserved for meetings
  • Capacity: multiple people
  • Equipped with table, chairs, AV
  • Examples: Meeting room, boardroom

Phone Booth

  • Small private space
  • Single occupant
  • For private calls
  • Noise-insulated
  • Examples: Phone booth, private pod

Collaboration Space

  • Team working area
  • Multiple people
  • Flexible layout
  • Whiteboards, standing tables
  • Examples: Open team area

Workstation Status

Active

  • Available for use
  • Operational and ready
  • Assigned or available

Reserved

  • Temporarily reserved
  • Not available for general use
  • Held for specific event/person
  • Time-limited reservation

Inactive

  • Not currently available
  • Being maintained or cleaned
  • Temporarily out of service
  • Will return to active

Decommissioned

  • No longer in use
  • Permanently removed
  • Cannot be assigned

Workstation Amenities

Common workstation features:

  • Dual Monitors — Two computer displays
  • Docking Station — Laptop connection hub
  • Ethernet Connection — Wired internet
  • Wireless Access — WiFi connectivity
  • Standing Desk — Height-adjustable desk
  • Ergonomic Chair — Comfortable seating
  • Phone Outlet — Phone connection
  • USB Charging — Device charging ports
  • Headphone Hook — Headset storage
  • Desk Organizer — Storage accessories

8. Common Tasks & Step-by-Step Guides

Task 1: View All Company Workplaces

Objective: See all available workplaces and offices

Time to complete: 2-3 minutes

Steps:

  1. Navigate to Workplace Management: /tl/work-place
  2. Verify no filters are active (all workplaces shown)
  3. Review the workplace table:
    • Workplace names and codes
    • Locations
    • Capacity information
    • Status
  4. Note total number of workplaces
  5. Review pagination if many workplaces

What to look for:

  • ✓ All expected workplaces listed
  • ✓ Status correct for each
  • ✓ Location accurate
  • ✓ Capacity information visible
  • ✓ No missing workplaces

Next step: Click workplace to view details

Estimated time: 3 minutes


Task 2: Find Specific Workplace Details

Objective: Access detailed information about one workplace

Time to complete: 1-2 minutes

Steps:

  1. Open Workplace Management page
  2. Use search box at top
  3. Type workplace name or code:
    • Name: "Main Office"
    • Code: "MAIN-001"
    • Partial: "Main"
  4. Results filter in real-time
  5. Click workplace name or "View Details"
  6. Details page opens with full information

What you can see:

  • Location and address
  • Capacity and occupancy
  • Available workstations
  • Amenities and resources
  • Operating hours
  • Team assignments
  • Contact information
  • Recent activity

Common reasons to view:

  • Find workplace address
  • Check capacity and availability
  • See available amenities
  • Verify team assignments
  • Get contact information
  • Plan team location needs

Estimated time: 2 minutes


Task 3: Check Workplace Capacity & Availability

Objective: Determine if workplace has available workstations

Time to complete: 2-3 minutes

Steps:

  1. Open Workplace Management page
  2. Review the workplace table:
    • Look at "Capacity" column
    • Check "Assigned" column
    • See "Available" column
    • Note "Occupancy %" column
  3. For detailed info:
    • Click workplace name
    • View capacity section
    • See workstation breakdown
  4. Identify workplaces with available space

Example analysis:

Workplace          Capacity  Assigned  Available  Occupancy
─────────────────────────────────────────────────────────
Main Office            120       85        35        70%
Branch Office           60       48        12        80%
Flexible Spaces         40       15        25        38%  ← Best availability
Remote Hub           Unlimited   32       ∞         N/A

Decision: Flexible Spaces has best availability for new assignments

What to look for:

  • ✓ Total capacity of each location
  • ✓ Current occupancy percentage
  • ✓ Available seats remaining
  • ✓ Space trending up or down

Estimated time: 3 minutes


Task 4: View Workstations at Specific Location

Objective: See all desks and workstations at one workplace

Time to complete: 3-5 minutes

Steps:

  1. Find workplace in list or search
  2. Click to open details page
  3. Scroll to "Workstations" section
  4. Review workstation table:
    • Workstation code
    • Type of workstation
    • Current status
    • Assigned to (if occupied)
    • Available amenities
  5. Look for available workstations (not assigned)
  6. Check amenities for each workstation
  7. Note any reserved workstations

What to look for:

  • ✓ Total workstations at location
  • ✓ How many are assigned/available
  • ✓ Types of workstations
  • ✓ Amenities available
  • ✓ Status of each workstation

Example:

Location: Main Office - Workstations

Fixed Desks:
D-101   Fixed Desk   Active    Jane Doe      Dual Monitor, Dock
D-102   Fixed Desk   Active    John Smith    Dual Monitor, Dock
D-103   Fixed Desk   Available [Empty]      Dual Monitor, Dock ← Available
D-104   Fixed Desk   Active    Sarah Brown   Dual Monitor, Dock

Hot Desks:
H-01    Hot Desk     Active    Mike Johnson  Monitor, Wireless
H-02    Hot Desk     Available [Empty]      Monitor, Wireless ← Available

Estimated time: 5 minutes


Task 5: Check Workplace Amenities & Resources

Objective: Find out what resources/amenities are available at a location

Time to complete: 2-3 minutes

Steps:

  1. Open specific workplace details
  2. Scroll to "Amenities & Resources" section
  3. Review list of available features:
    • Technology (monitors, docking, WiFi)
    • Furniture (standing desks, chairs)
    • Facilities (cafeteria, gym, parking)
    • Other (meeting rooms, break areas)
  4. Note what's available
  5. Check if amenities match team needs
  6. Compare with other workplaces if needed

Example amenities:

Available Amenities at Main Office:

Technology:
✓ Dual Monitors
✓ Docking Stations
✓ Ethernet Connection
✓ Wireless WiFi
✓ USB Charging Ports

Furniture:
✓ Standing Desks (available)
✓ Ergonomic Chairs
✓ Desk Organizers

Facilities:
✓ Cafeteria
✓ Gym
✓ Parking Lot
✓ Meeting Rooms
✓ Break Areas

What to look for:

  • ✓ Does location have needed amenities?
  • ✓ Are all team members' needs covered?
  • ✓ Special equipment available?
  • ✓ Compare against other locations

Estimated time: 3 minutes


Task 6: Find Workplace Contact Information

Objective: Get contact details for a workplace location

Time to complete: 1-2 minutes

Steps:

  1. Search for workplace by name or code
  2. Click to open details page
  3. Locate "Contact Information" section
  4. Find what you need:
    • Facility manager name
    • Phone number
    • Email address
    • Address/location
    • Office hours
  5. Use information as needed

Contact information types:

Workplace Contact Information:

Location:     123 Business Avenue
              Downtown District, City, State
              Zip: 12345

Hours:        Monday - Friday: 8:00 AM - 6:00 PM
              Saturday - Sunday: Closed
              Lunch Hours: 12:00 PM - 1:00 PM

Facility Manager: Tom Wilson
Phone:            +1-555-0150 ext 100
Email:            tom.wilson@company.com

After Hours:      +1-555-0199 (Emergency)
Maintenance:      facilities@company.com
IT Support:       itsupport@company.com

When you need this:

  • Reporting facility issues
  • Getting directions
  • Booking meeting rooms
  • Emergency contact
  • Facility questions

Estimated time: 2 minutes


Task 7: Monitor Workplace Occupancy & Utilization

Objective: Track how much workspace is being used

Time to complete: 5-10 minutes

Steps:

  1. Open Workplace Management page
  2. Review all workplaces in table:
    • Look at occupancy percentages
    • Identify high vs low utilization
    • Note trends (up/down/stable)
  3. For detailed analysis:
    • Click specific workplaces
    • View workstation breakdown
    • Check assigned vs available
  4. Analyze patterns:
    • Which locations are full?
    • Which have available space?
    • Are utilization rates balanced?
  5. Document findings

Example analysis:

Workplace Occupancy Analysis - December 2025

Location          Capacity  Assigned  Occupancy  Status
──────────────────────────────────────────────────────
Main Office         120       85       70.8%    Healthy
Branch Office        60       48       80.0%    High
Flexible Spaces      40       15       37.5%    Low
Remote Hub        Unlimited   32       N/A      Normal

Analysis:
- Main Office: Balanced, good utilization
- Branch Office: High occupancy, may need planning
- Flexible Spaces: Under-utilized, opportunity
- Remote Hub: Normal for remote workplace

Recommendation: Consider moving teams to Flexible Spaces

What to track:

  • ✓ Overall occupancy by location
  • ✓ Occupancy trends (increasing/decreasing)
  • ✓ Available capacity remaining
  • ✓ Peak occupancy times
  • ✓ Underutilized spaces

Estimated time: 10 minutes


Task 8: Understand Team Workplace Assignments

Objective: See which teams work in which locations

Time to complete: 5-10 minutes

Steps:

  1. Open specific workplace details
  2. Scroll to "Team Assignments" section
  3. Review which teams use this location:
    • Primary team (if any)
    • Shared teams
    • Number of people per team
  4. Check department assignments
  5. Understand team distribution across locations
  6. Note any team coordination needs

Example:

Main Office - Team Assignments:

Primary Team: Engineering
- App Development: 18 people
- Backend Services: 12 people
- QA & Testing: 8 people
Subtotal: 38 people

Shared Teams:
- Product Management: 5 people
- Design: 6 people
- Operations: 12 people
- Finance: 8 people
Subtotal: 31 people

Total at Location: 69 people
Available Capacity: 51 seats (42% of 120)

What to look for:

  • ✓ Which teams are at which locations
  • ✓ How many people per team
  • ✓ Team distribution across workplaces
  • ✓ Opportunity for co-location
  • ✓ Communication needs

Estimated time: 10 minutes


Task 9: Generate Workplace Report

Objective: Create report about workplace utilization

Time to complete: 5-10 minutes

Steps:

  1. Open Workplace Management page
  2. (Optional) Apply filters for specific workplaces
  3. Locate "Export" or "Report" button
  4. Select format:
    • CSV (for Excel/spreadsheet)
    • Excel (ready-to-use)
    • PDF (for printing/sharing)
  5. Specify date range (if applicable)
  6. Click to download/generate
  7. File downloads or opens in new window
  8. Review and save with descriptive filename

Report contents:

  • Workplace list with details
  • Capacity and occupancy data
  • Workstation breakdown
  • Team assignments
  • Amenities list
  • Contact information
  • Usage statistics (if available)

Use cases:

  • Space planning
  • Capacity analysis
  • Management reporting
  • Budget planning
  • Facility optimization
  • Team coordination

Estimated time: 10 minutes


9. Workplace Information & Data

Understanding workplace information helps you manage effectively.

Workplace Identification

What it includes:

  • Code — Unique identifier (e.g., MAIN-001)
  • Name — Full workplace name
  • Type — On-site, Hybrid, Remote, or Virtual
  • Status — Active, Draft, or Archived
  • Tags — Organizational labels

Why it matters:

  • Quick reference and identification
  • System integration and coding
  • Organizational structure
  • Operational status

Location Information

What it includes:

  • Address — Physical street address
  • City/State/Country — Geographic location
  • Postal Code — ZIP code
  • Latitude/Longitude — GPS coordinates
  • Timezone — Time zone for operations
  • Geofence Radius — Distance-based check-in area
  • Directions — How to find the location

Why it matters:

  • Employee navigation and commute
  • DTR check-in validation
  • Logistics and delivery
  • Time zone coordination

Capacity Information

What it includes:

  • Total Workstations — Total available seats
  • Currently Assigned — Occupied seats
  • Available — Empty workstations
  • Occupancy Rate — Percentage in use
  • Growth Capacity — Future expansion room

Why it matters:

  • Space planning and allocation
  • Hiring and team growth
  • Resource optimization
  • Facility management

Operating Information

What it includes:

  • Operating Hours — When workplace is open
  • Days Open — Monday-Friday, includes weekends
  • Special Hours — Holidays, early closures
  • Peak Hours — Busy times of day
  • Access Requirements — Who can access

Why it matters:

  • Employee scheduling
  • DTR validation
  • Facilities management
  • Security and access control

Contact Information

What it includes:

  • Facility Manager — Main contact person
  • Phone — Direct contact number
  • Email — Contact email address
  • Emergency Contact — After-hours contact
  • IT Support — Technology support contact
  • Maintenance — Facility maintenance contact

Why it matters:

  • Quick problem resolution
  • Facility requests
  • Emergency situations
  • Technical support

10. Workstation Assignment

Understanding workstation assignments helps manage team locations.

Assignment Information

What you can see:

  • Assigned Employee — Who is assigned to workstation
  • Assignment Date — When assignment started
  • Assignment Type — Permanent or Temporary
  • End Date — When assignment ends (if temporary)
  • Status — Active, Reserved, or Available

Example:

Workstation: D-101 (Fixed Desk)
Assigned To: Jane Doe (EMP-001)
Department: Engineering
Assignment Type: Permanent
Status: Active

Assignment Types

Permanent Assignment

  • Long-term (indefinite) assignment
  • Same workstation each day
  • Usually fixed desk
  • Most common for full-time employees

Temporary Assignment

  • Short-term assignment
  • Has start and end date
  • May be for project or visiting
  • Converted to permanent if extended

Rotating Assignment

  • Rotates among multiple workstations
  • Hot desk or shared space
  • Changes daily or weekly
  • Flexible arrangement

Reserved Assignment

  • Held for specific event or person
  • Time-limited reservation
  • Not available to others
  • Used for visitors or meetings

What You Can Do

View Assignments:

  • See which employees are assigned to which workstations
  • Check assignment status
  • View assignment dates
  • Understand team layout

What You CANNOT Do:

  • Assign employees (admin only, may depend on role)
  • Change assignments (admin only)
  • Remove assignments (admin only)
  • Reserve workstations (may require special permission)

11. Managing Team Work Locations

As a team lead, you have responsibilities related to team workplace needs.

Understanding Team Location Needs

Consider these factors:

  • Team Size — How many people need workspace?
  • Collaboration Needs — Do they work together or separately?
  • Amenities Required — What equipment/resources needed?
  • Flexibility — Fixed desks or flexible spaces?
  • Location Preference — Any specific workplace preferences?
  • Growth — Planning for team expansion?
  • Remote — Remote work options needed?

Planning Team Workspace

Steps:

  1. Assess Current Needs

    • How many team members?
    • What type of work?
    • Equipment requirements?
    • Collaboration needs?
  2. Evaluate Available Options

    • Which workplaces fit?
    • Capacity available?
    • Amenities match?
    • Location convenient?
  3. Coordinate Assignments

    • Work with admin/HR for assignments
    • Ensure team can work together
    • Consider proximity needs
    • Plan for growth
  4. Communicate with Team

    • Share location information
    • Explain workspace details
    • Address questions/concerns
    • Provide support
  5. Monitor & Adjust

    • Check team satisfaction
    • Address issues
    • Plan changes if needed
    • Report to management

Supporting Employees with Workspace

Common employee questions:

Q: Where is my workstation?

A: View employee in system → Click workplace name → Find in workstation table

Q: How do I get to the office?

A: View workplace details → Get address and directions → Share contact info

Q: What equipment is available?

A: View workplace amenities → Share amenities list with team

Q: Can I change my workstation?

A: Contact admin/HR → Request change based on business need

Q: How is the office layout?

A: Provide workplace details → Explain team layout → Share map if available


12. Capacity & Resource Planning

Capacity Analysis

Key metrics to understand:

Occupancy Rate

Occupancy % = (Currently Assigned / Total Capacity) × 100

Example:
Main Office has 120 seats with 85 assigned
Occupancy = (85 / 120) × 100 = 70.8%

Available Space

Available = Total Capacity - Currently Assigned

Example:
Main Office: 120 - 85 = 35 seats available

Utilization Trend

  • High Utilization (80%+) — Space may be tight
  • Healthy Utilization (60-80%) — Good balance
  • Low Utilization (Below 60%) — Excess capacity

Planning for Growth

Consider:

  1. Current occupancy — How full are spaces now?
  2. Growth rate — How many new people expected?
  3. Timeline — When do you need more space?
  4. Available capacity — Do current workplaces have room?
  5. New workplaces — Do you need to add locations?
  6. Types needed — Fixed desks, hot desks, meetings rooms?

Example:

Current Team: 20 people
Expected Growth: 5 new hires in next 6 months
Current Workplaces:
  - Main Office: 120 seats, 85 assigned, 35 available
  - Flexible Spaces: 40 seats, 15 assigned, 25 available

Plan:
✓ Can accommodate 5 new hires in existing workplaces
✓ Recommend using Flexible Spaces (more available)
✓ No new workplace needed at this time
✓ Review again in 6 months

Resource Optimization

Strategies:

  1. Balanced Distribution — Spread teams across available space
  2. Right-sizing — Match workplace to team size
  3. Amenity Alignment — Ensure workplaces have needed equipment
  4. Cost Management — Optimize space utilization
  5. Future Flexibility — Plan for growth and changes

13. Common Scenarios and Solutions

Scenario 1: New Team Member Starting

Situation:

New employee starting. Need to find workspace for them.

What to do:

  1. Check available workspaces using workplace list/filters
  2. Consider:
    • Team location (where rest of team works)
    • Amenities needed
    • Type of work they'll do
  3. View details of potential workplaces
  4. Confirm availability with admin/HR
  5. Communicate workspace details to new employee:
    • Exact location/address
    • Workstation details
    • How to find it
    • Contact information
    • Parking/transit information
  6. Provide any orientation information

Document: Note in workplace planning that new person assigned


Scenario 2: Team Growing, Need More Space

Situation:

Team is growing and current workspace is getting crowded.

What to do:

  1. Assess current utilization
  2. Calculate needs:
    • Current team size
    • Expected new hires
    • Space needed per person
  3. Check available workspaces:
    • Which locations have capacity?
    • Which fit team needs?
    • Any location preferences?
  4. Review options:
    • Expand in current location (if space available)
    • Move team to larger location
    • Spread across multiple locations
    • Request new workplace
  5. Present recommendation to management
  6. Coordinate with HR/Admin for assignments
  7. Plan transition and communicate changes

Example:

Current: 20 people, Main Office (85/120 capacity)
Growing to: 25 people in 3 months
Options:
1. Stay at Main Office (+ 5 = 90/120 = 75% occupancy) ✓
2. Move to Flexible Spaces (25/40 = 62.5%) ✓
3. Split: Some Main, Some Flexible Spaces

Recommendation: Option 1 (best for team collaboration)

Scenario 3: Workplace Issue/Problem

Situation:

Issue at workplace (broken equipment, temperature, noise, etc.)

What to do:

  1. Identify the problem
  2. Get workplace contact information
  3. Contact facility manager:
    • Phone or email
    • Describe issue clearly
    • Explain impact on team
    • Request timeline for fix
  4. Follow up if not resolved
  5. Keep team informed
  6. Document the issue

Contact information to use:

  • Facility manager name and phone
  • Maintenance email
  • IT support (if technology issue)
  • Emergency contact (if urgent)

Scenario 4: Team Member Needs Special Workspace

Situation:

Employee needs special workspace (ergonomic, accessibility, quiet space, etc.)

What to do:

  1. Discuss employee's needs
  2. Understand requirements:
    • Physical accessibility
    • Ergonomic needs
    • Noise level
    • Equipment required
    • Other accommodations
  3. Review available workstations
  4. Find suitable workstation:
    • Check amenities
    • View location
    • Confirm availability
  5. Work with admin/HR on assignment
  6. Communicate solution to employee
  7. Follow up on satisfaction

Example:

Employee needs standing desk for back issues.

  • Check Main Office amenities → Standing desks available
  • View available D-105 workstation → Has standing desk
  • Request assignment through HR
  • Communicate: "D-105 available, standing desk included"

Scenario 5: Remote Team Member Needs Occasional On-Site Space

Situation:

Remote employee visits office occasionally, needs workspace on those days.

What to do:

  1. Understand visit frequency:
    • How often does employee visit?
    • Which days/times?
    • How long each visit?
  2. Review hotdesk options:
    • Flexible Spaces available?
    • Hot desk workstations?
    • Conference rooms (if needed)?
  3. Explain options to employee:
    • First-come, first-served hotdesks
    • Reserve workspace if system supports
    • Alternative: conference room
  4. Provide guidance:
    • Where to find hotdesks
    • How to check availability
    • Who to contact for issues
    • Parking and facilities info

14. Tips for Effective Workplace Management

Tip 1: Stay Informed

  • Regularly check workplace list
  • Know your team's current locations
  • Stay updated on available space
  • Monitor capacity trends

Action: Weekly quick review of workplace status


Tip 2: Plan Ahead

  • Anticipate team growth
  • Plan for future workspace needs
  • Communicate changes early
  • Avoid last-minute scrambles

Action: Quarterly review of team growth and space needs


Tip 3: Communicate Clearly

  • Share workspace information with team
  • Explain new locations/changes
  • Provide directions and contact info
  • Be transparent about decisions

Action: Brief team on workplace details and changes


Tip 4: Support Your Team

  • Help employees find their workstation
  • Answer workplace questions
  • Resolve location issues
  • Ensure comfortable environment

Action: Be available for workplace-related questions


Tip 5: Coordinate with Admin

  • Work with HR/Admin on assignments
  • Communicate team needs
  • Provide input on workspace decisions
  • Support facility improvements

Action: Regular communication with admin/HR on workplace needs


Tip 6: Monitor Utilization

  • Check how spaces are being used
  • Identify over/under-utilized areas
  • Share observations with management
  • Suggest improvements

Action: Monthly review of workplace utilization


Tip 7: Focus on Team Needs

  • Understand team's specific requirements
  • Advocate for appropriate workspace
  • Consider team collaboration needs
  • Balance individual and team needs

Action: Understand each team member's workspace needs


Tip 8: Maintain Professionalism

  • Follow workplace policies
  • Respect shared spaces
  • Model good workplace behavior
  • Keep facilities clean and organized

Action: Lead by example in respecting workplaces


Tip 9: Document Important Information

  • Keep notes on team assignments
  • Record any issues/resolutions
  • Note special arrangements
  • Maintain records for future reference

Action: Keep detailed notes on workplace decisions


Tip 10: Be Flexible & Adaptable

  • Be open to different workspace arrangements
  • Adapt to changing needs
  • Support new ways of working (hybrid, remote)
  • Adjust as business needs evolve

Action: Regularly reassess and adjust workspace arrangements


15. Common Questions

Q: Can I see who is assigned to which workstation?

A: Yes, view specific workplace details and check the workstation table to see assignments. Exact visibility may depend on permissions.


Q: How do I find a workstation with specific amenities?

A: View workplace amenities list → Identify workplaces with needed amenities → Check available workstations → Request assignment through HR.


Q: What do I do if there's no available space?

A: Contact management/admin → Request new workspace or alternative → Explore remote/hotdesk options → Plan team redistribution.


Q: Can I request a workstation for my team member?

A: You can identify needed workspace, but formal assignment requests go through HR/Admin. Work with them to submit request.


Q: How do I know if a workplace is "active"?

A: Check the Status column in the list or status badge on details page. "Active" means operational and in use.


Q: What's the difference between a fixed desk and hotdesk?

A: Fixed desk = same desk each day, assigned to one person. Hotdesk = shared desk, first-come-first-served, different person each day.


Q: Can I see historical workplace assignments?

A: Historical information may be available through audit logs. Check with system admin or HR for details.


Q: How often is workplace information updated?

A: Information updates as assignments/changes are made. Refresh page to see latest information.


Q: What if my team member has accessibility needs?

A: Identify required accommodations → Review workplace accessibility → Check specific workstation features → Work with HR on appropriate assignment.


Q: Who do I contact about facility maintenance or issues?

A: Find workplace contact information → Call facility manager or email maintenance contact → Describe issue and impact → Request timeline.


16. Troubleshooting

Problem: Can't find workplace I'm looking for

Possible causes:

  1. Filters are too restrictive
  2. Spelling error in search
  3. Workplace is archived (not shown by default)
  4. Workplace doesn't exist yet

Solutions:

  • Clear all filters
  • Try different spelling
  • Include archived workplaces in filter
  • Contact admin to verify workplace exists
  • Try searching by code instead of name

Problem: Workplace shows zero available capacity

Possible causes:

  1. All workstations are currently assigned
  2. Workplace is being reconfigured
  3. Workplace is archived
  4. Capacity information hasn't been updated

Solutions:

  • Check if some assignments are temporary (ending soon)
  • Contact admin about capacity updates
  • Consider alternative workplaces
  • Request admin expansion if needed
  • Check for archived workstations that may be reactivated

Problem: Can't view workstations at specific workplace

Possible causes:

  1. No workstations have been created
  2. Workstations are all archived
  3. Display issue/browser problem
  4. Permissions issue

Solutions:

  • Refresh page
  • Try different browser
  • Clear browser cache
  • Contact admin to verify workstations exist
  • Check if you have viewing permission

Problem: Workplace information seems outdated

Possible causes:

  1. Page hasn't been refreshed
  2. Changes haven't been saved
  3. System hasn't updated yet
  4. Caching issue

Solutions:

  • Refresh page (F5 or Ctrl+R)
  • Clear browser cache
  • Wait a few minutes for system update
  • Contact admin if information still wrong
  • Verify changes were actually made

Problem: Can't export workplace data

Possible causes:

  1. Button not visible/clickable
  2. Browser blocking downloads
  3. No permission to export
  4. System error

Solutions:

  • Try different browser
  • Check download settings
  • Check if you have export permission
  • Try again later
  • Contact IT support if continues

Problem: Workplace address or contact information is wrong

Possible causes:

  1. Information hasn't been updated
  2. Admin entered wrong information
  3. Display error
  4. Workplace was recently moved

Solutions:

  • Verify with workplace directly
  • Contact admin to correct information
  • Check for recent updates/changes
  • Report error to admin with correction
  • Get correct info from facility manager

17. Best Practices

Practice 1: Know Your Team's Workplaces

  • Understand which workplaces your team uses
  • Know the location and address
  • Familiarize with amenities
  • Know how to get there

Practice 2: Plan Ahead for Growth

  • Monitor team size trends
  • Anticipate workspace needs
  • Work with admin on planning
  • Avoid last-minute scrambles

Practice 3: Communicate Changes Clearly

  • Inform team of location changes
  • Provide full workplace details
  • Give advance notice when possible
  • Address concerns and questions

Practice 4: Maintain Accurate Information

  • Keep notes on assignments
  • Update any special arrangements
  • Document accommodations
  • Keep records current

Practice 5: Support Accessibility

  • Understand team member accessibility needs
  • Work with HR on accommodations
  • Ensure appropriate workspace assignments
  • Follow inclusion practices

Practice 6: Optimize Space Usage

  • Encourage balanced distribution
  • Avoid over-concentrating teams
  • Use available capacity efficiently
  • Support flexible work arrangements

Practice 7: Partner with Administration

  • Maintain good communication with admin/HR
  • Provide timely feedback on needs
  • Support facility improvements
  • Collaborate on planning

Practice 8: Document Decisions

  • Keep notes on workspace choices
  • Document special arrangements
  • Record any issues and resolutions
  • Maintain audit trail

Practice 9: Respect Shared Spaces

  • Model workplace courtesy
  • Keep spaces clean and organized
  • Respect shared facilities
  • Encourage professional behavior

Practice 10: Stay Updated

  • Regularly review workplace information
  • Monitor capacity and utilization
  • Check for updates and changes
  • Keep knowledge current

18. Quick Reference Guide

Quick Actions

Action How to Do It Time
View all workplaces Open /tl/work-place 1 min
Find specific workplace Search by name/code 1 min
Check capacity View capacity section 2 min
See workstations View details page 2 min
Check amenities View amenities list 1 min
Get contact info View contact section 1 min
Export data Click Export button 2 min

Key Information Sections

Section Contains Why Important
Basic Info Code, name, location, status Quick ID
Capacity Total, assigned, available Space planning
Workstations Desks, rooms, equipment Assignment
Amenities Resources available Team needs
Contact Manager, phone, email Problem solving
Hours Operating times Access/DTR
Teams Which teams work there Coordination

Common Filters

Need How to Filter Result
Active workplaces Status = Active Operational spaces
Available space Capacity filter High availability
Department spaces Department filter Team workplaces
Clear all Click Clear All workplaces

Decision Tree

Want to do something with workplaces?
    ↓
├─ View information
│  └─ Click workplace name → View details
├─ Check capacity
│  └─ Open details → Capacity section
├─ See workstations
│  └─ Open details → Workstations table
├─ Get contact info
│  └─ Open details → Contact section
├─ Export
│  └─ Open list → Click Export
└─ Need admin help
   └─ Contact admin for assignments/changes

Workplace Status Legend

Status Meaning Action
Active In use, operational Can assign here
Draft Being set up Wait for activation
Archived No longer used Don't assign

Workstation Status Legend

Status Meaning Assignment
Active Available Can be assigned
Reserved Temporarily held Check with admin
Inactive Out of service Cannot use
Decommissioned Permanently removed Not available

Need More Help?

  • Ask your manager — For workplace planning or approval questions
  • Contact HR/Admin — For workstation assignments or modifications
  • Facility Manager — For location-specific questions or issues
  • IT Support — For technical issues with the system

Document version: 1.0
Role: Team Lead
Related modules: Employee Management, Attendance, Scheduling
For issues: Contact your HR Department or System Administrator
Last updated: December 10, 2025