Configure employees for PlanSmart

Prepare employees with the right start location and availability for route optimization.

Each employee needs the right setup before PlanSmart can include them.

Required employee data

For each employee, check these values:

• start address
• start type
• working hours
• valid location coordinates

Without this data, PlanSmart cannot build accurate routes.

1

Open the Employees step

Go to Settings → PlanSmart.

Open Employees in the setup wizard.

2

Review employee readiness

Check which employees are marked as ready.

Look for missing start location data.

3

Open an employee

Click the employee you want to edit.

4

Set the start type

Choose whether the employee starts from Home or Depot.

5

Enter the start address

Fill in the full address.

Then save the employee.

6

Confirm the coordinates

Check that the location data is retrieved correctly.

Frequently asked questions

Why is an employee not marked as ready?

The start address is missing or the coordinates are not valid.

Can I exclude employees from PlanSmart?

Yes.

Employees without a complete setup are not included.

What is the difference between Home and Depot?

Home starts from the employee address.

Depot starts from a shared location.

Related topics

• PlanSmart (AI Routeplanner)
• Set working hours and availability
• Set up PlanSmart with the setup wizard