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:
Open the Settings from your schedule
Select Edit Areas
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.
Choose a colour for your area. This will be displayed on the schedule
You can also add training requirements for this area, such as RSA, First Aid etc.
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 from Xero and assigning them where needed.