In this article you’ll learn how to create events, manage shifts, and book workers with ease. This guide is designed to simplify these processes, helping you streamline your scheduling tasks and enhance operational efficiency. Let’s dive into the practical techniques that will make your event management seamless and hassle-free.
At the top of the menu, you'll find a collection of essential tools:
View Options: Seamlessly navigate your schedule with various views. Choose "Today" for present focus, "Live view" for real-time insights, or opt for "Day," "Week," or "Month" views to plan ahead. Adapt your scheduling experience to your preferences effortlessly.
List View: Simplify your approach by switching to the "List view." This streamlined layout keeps events and tasks clear, allowing undistracted focus.
Numbers Overview: The numbers presented allows you to get a fast stats Snapshot – clocked-in, confirmed, booked and total needed workers.
Search Button: Find events using keywords like location, client, or date.
New Order: Place orders from suppliers directly.
Want to learn more about new order? Click here
Show Archived: Access archived events in one place.
Filter Button: Customize your display by applying various filters.
Dots of content:
Scheduling Board: Open the scheduling board to manage and assign employees to shifts.
Edit: Quickly manage multiple events by editing, deleting, or archiving them.
Add New Event: Create a new event directly from the scheduling page.
Show Archived: Display archived events that are currently hidden from the schedule.
Hide Weekly Planners: Toggle the visibility of weekly planners on the scheduling board.
Check Availability in Date Range: Check employee availability within a selected date range.
Export Events List: Export a list of events to an Excel file.
Export Booked Employees: Export a list of employees booked for events to an Excel file.
View All Branches: Switch to a view that displays events across all branches.
At the core of the interface, events are illuminated by three distinct colors: Red indicates 0% booked workers, Orange signals partially booked events, and Green represents fully staffed occasions.
Each event show a preview of it's content:
Event name
Event location
Shift timing
Client name (colored grey)
Signifies availability (top right) -
The play icon
indicates that availability check was sent to employees.The exclamation mark icon
indicates that availability check was not sent to employees.
Numbers of workers clocked in, confirmed, booked and needed
Booking percentage
Green V when the event is fully confirmed by worker
To see the detailed view of the event click on it.