Create areas to identify a location for a job or duty. This is useful for scheduling shifts that involve multiple jobs at different locations.
📎NOTE: Shift areas aren't linked to location settings in an employee's profile or workzones.
Only employees with administrator or scheduling administrator access can follow these steps.
Create Area
It's easy to create a new area.
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.
Return to Set up Shift Scheduling