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

  4. Enter relevant information in the fields, then click Save.



Assign employees to an Area

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


Assign an area to a shift template

You can assign a default area to a shift template. This means when you use a shift template to add a shift, if an employee has not been assigned their own default area, the default area from the template will be used instead.


Assign an area to an open shift template

You can assign a default area to an open shift template. This means when you use an open shift template to add an open shift, if an employee has not been assigned their own default area, the default area from the template will be used instead.

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