What are areas?
Areas help organise your schedule by grouping shifts into specific departments or sections of your business. Areas make it easier to manage compliance, view coverage across different parts of your team and ensure employees are rostered in the correct work area.
Why areas are important?
Areas allow you to set budgets and review sales vs labour performance, helping managers understand labour costs, productivity and profitability across different areas of the business.
Learn more about budgeting here - Budgeting | Urhere Help Center
Learn more about the sales vs labour budgeting feature here - Sales vs Labour reporting feature | Urhere Help Center
Areas play an important role in payroll and can be linked to Xero Earnings Rates, allowing hours worked in specific areas to export against the correct pay item.
Learn more about how area's can be used to set up pay rates here - Setting up your employees pay | Urhere Help Center
Areas can also be used to assign training requirements and post-shift surveys.
Learn more about attaching training to an area here - Assigning training | Urhere Help Center
Learn more about post-shift surveys here - Surveys | Urhere Help Center
How to add areas to your location
Navigate to the schedule
Open the Settings menu and select Edit Areas
Select Create Area
Enter the area name, select a colour for this area, attach any training requirements and post-shift surveys required
Select Add Area to proceed
The area will now appear updated as a collapsible section in your schedule as per the below example
Rearrange areas
If needed, you can change the order areas appear in the roster.
Navigate to the Schedule
Open the Settings menu and select Edit Areas
Click and drag the ellipsis to rearrange each area to your preference
Managing areas
How to edit or delete areas
Navigate to the Schedule
Open the Settings menu and select Edit Areas
Select an area
From here you can configure your area's settings or scroll down to the Danger Zone to delete the area
