Create areas to identify a location for a job or duty. This is useful for scheduling shifts where multiple jobs or locations are involved. 

Only employees with administrator or scheduling administrator access can follow these steps: 

 

Create Area 

  1. Click your name in the top right, then click Settings.
  2. On the settings menu click SCHEDULING, then click Areas.  
  3. Click ADD AREA, name the area, then click SAVE

 Assign employees to an Area 

All areas will be available to your employees initially, however you can specify the primary or default area for some employees.

  1. Click your name in the top right, then click Settings.
  2. On the settings menu click SCHEDULING, then click Areas.  
  3. On the area, click on the EMPLOYEES button.

📎NOTE: Only one default Area can be assigned to an employee.

4. Ensure the ‘Employees’ tab at the top is highlighted.

5. Select the employee(s) you want to assign to this group. You can search for them or use the advanced search to filter down to employees of a certain Team, Position, Location and/or Scheduling group.

6. Once selected click SAVE.   

📌TIP: To edit an area click on the pencil icon. To delete an area click on the rubbish bin icon.

📌TIP: Shift templates can have default Areas assigned too - Read more >

For further help on set up, go to our Welcome hub.

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