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Schedule Screen

The optional Staff Planner enables a manager to set up a staff schedule by assigning employees to clients and projects.

You can view information about these assignments in the Schedule screen and record time against scheduled work.

To open the Schedule screen, carry out these steps:

1. Open the Time view in the left-hand pane.

2. Click Schedule in the left-hand pane .

   Alternatively, you can click the clickable note at the top right of the relevant day in the Time Entry screen. A note is added to each day for which work has been scheduled for the employee.

3. The Staff Planner opens in the main window.

   

Example: Recording Time Against Scheduled Work

Suppose that you have used the Staff Planner to schedule an employee for work on the "Corporate Event" project, which belongs to the client "Apache".

The activity assigned to the employee is called "Default Chargeable Activity".

For the employee to enter time against this scheduled work, he carries out the following steps:

1. Enter the number of hours for each day in the fields on the Schedule screen.
2. Add any necessary notes in the Time Entry Notes pane.
3. Click the Submit button.

These changes are now reflected in the employee's Timesheet Entry screen.

The icon signifies that this is a planned entry.

See also

Timesheet Entry

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