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Set up areas in your business

Creating the parts of your business where you want to roster employees, such as Front of House, Kitchen or Admin.

You can use areas to roster staff into parts of the business instead of keeping everything under one general schedule. For example, a cafe might use areas like Front of House, Kitchen, and Prep. A retail business might use Shop Floor, Stockroom, and Admin.

To set up areas:

  1. Open the Settings from your schedule

  2. Select Edit Areas

  3. Add the areas you want to use from the Add Area button or edit the default "Work Area 1" that is set up automatically for you.

  4. Choose a colour for your area. This will be displayed on the schedule
    You can also add training for this area, such as RSA, First Aid etc.

  5. Save your changes to proceed

Try to keep area names clear and practical. They should match how you actually think about the business when building a roster.

Once your areas are in place, you can start adding or importing employees and assigning them where needed.

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