The Staff Planner serves several purposes:
Enables managers to manage staff allocations to different jobs across the organisation.
Enables staff to review details of scheduled work.
Facilitates easy time entry for scheduled work.
The Staff Planner enables you to schedule employees to work on clients/projects for full days, half days (AM or PM) or individual hours.
Multiple tasks can be scheduled for the same day, if you have enabled the option in System Options.
You can also produce a Staff Planner Listing Report.
Staff Planner states can be set up so that planned activities can be identified as 'Confirmed', 'Provisional', etc.
The Planner States can be colour coded.
The Project View and Employee View buttons offer different ways of viewing Staff Planner information.
The Project View lists the clients and associated project for which employee time has been scheduled.
The dates on which work is scheduled for each project are colour-coded on separate rows.
Dates marked with a + have more than one employee scheduled to work on them that day. When you click the relevant row in the list, these employees are listed in the lower section of the screen. Click a cell in the lower section to edit the associated scheduled time.
The Employee View lists the clients and associated projects for which employee time has been scheduled.
The dates on which work is scheduled for each employee are colour-coded on separate rows.
When you click a row in the list,more detailed information is displayed in the lower section. Click a cell in the lower section to edit the associated scheduled time.
For detailed information on how to use the Staff Planner, see Scheduling Time.