Creating and managing Areas

What is an Area?

An area is a collection of groups of jobs and their employees for which schedules, time-off plans, and timecards will be managed.

Within the Area, you and your colleagues can split jobs and employees into Groups to collaborate on your schedules, time-off plans, and timecards.

There are two ways to create an Area:

1. From the Settings Screen: Click your profile photo. In the drop-down menu, select “Settings”. Select the Organization>Area option from the sidebar. For more details, please view the Area article in the Settings category of the Help Desk. Creating and managing Areas

2. From the WorkSight Sidebar: In the left Sidebar, click Add Area .

Create an Area

Create an Area to collaborate with other people in WorkSight.

To create a new Area:

1. In the left Sidebar, click Add Area . The Add Area Dialog opens.

   

2. Fill in the Name of the Area and click Save or press Enter

3. WorkSight closes the dialog, creates the Area and adds the name to the left Sidebar

Area Actions

To access your Area’s Actions:

1. In the left Sidebar, click the three-dot icon next to the Area you want to edit.

2. When you click the three-dot icon, you can:

   1. Rename an Area

   2. Duplicate an Area. All of the groups and associated jobs are duplicated into a new Area. Groups retain their original names; Job properties are duplicated; Assigned employees are not duplicated. When duplicating an area, the end date is set to indefinite (yyyy-mm-dd) if left blank.

   3. Delete an Area, if no groups are associated with it

   4. Archive an Area, if no groups are associated with it

   5. Unarchive an Area