You can schedule employees either via the quick start "Plan personnel requirements" or via "Add categories". You fill the created categories with specific employees via "Request employees". Depending on your selection, all employees, freelancers, vehicles, or subcontractors are displayed. You can now select these and drag & drop them either to request, to available, or to book directly. Behind each employee, you can see the projection of their personnel deployments. Filters can be used to find the right employees. You can filter by categories, certificates, languages, departments, branches, names, radius,clash of dates, self-created additional information for personnel, or skill level.Or order them by name, usage, working hours, flexitime balance or plannes vs. actual hours in percentage.
For each employee category, notes can be added via the edit pen on the right. Marked with an asterisk, these notes can also be viewed in the personnel plan and in the subjob overview via mouseover.
Via "Settings time recording" you can also specify for each job whether breaks for this job are paid or not, and whether guaranteed hours are paid - per job or, in the case of multiple subjobs, possibly per day. However, these guaranteed hours only apply to employees with time recording, i.e., permanent employees. For employees or especially freelancers with statements, guaranteed hours are still stored in the wage settings in the job.
Once the categories are filled with specific employees, you will see various icons in the row of the respective employee under the "Employee" icon:
¶ Contract
For freelancers and subcontractors, you will see an icon here indicating the work contract. Clicking on it allows you to store the contract text or use templates. You can also choose for which jobs and subjobs the contract should apply. Once the contract is created, it can be sent directly to the freelancer or subcontractor by clicking "Save & Send". They will then receive an appropriate email and can view and sign or decline the contract online digitally.
¶ Wage
Here you can enter the billing factor. If the respective employee is billed by hours, daily rate, or flat rate, you can enter it here and, if desired, apply this wage to "all subjobs" with one click. The default is the wage stored in the base data. You can also specify a guaranteed number of hours and a wage scale.
¶ Expenses
For employees or freelancers billed by hours or flat rates, you can also record expenses here directly, which are automatically added to the billing amount. Clicking on "Expenses" will take you directly to the expenses of the respective employee. Here you can select the appropriate category from previously created categories (Administration > Personnel > Expenses), add a remark, select the quantity and amount. This amount is then visible not only in the job for the employee but also appears in the invoice insert under "Expenses & Additional Services". There you can then check whether the expenses should be included in the calculation and/or invoice insert.
¶ Times
Here you can view the times of an employee that have already been booked on this job. The color of the clock already shows whether times have been recorded:
black: no times have been recorded yet
yellow: only target times have been recorded
green: actual times have been recorded
red: the recorded actual times exceed the originally planned duration of the job or shift
By clicking on the clock, you can view the exact times and manually enter target and actual times.
¶ Advanced
¶ Request details
Here you can see the details of who requested or booked the respective employee and when and whether or when a corresponding email was sent.
¶ Log
The log shows further details about the task of the respective employee. Here you can also see who possibly changed these details and when.
¶ Booking confirmation
Print a booking confirmation for the employee here. Under Administration > Text templates > Booking confirmation you can define your standardized text.
¶ Permissions
Here you can see which permissions the respective employee has on the job and can also change them here.
Write an e-mail directly to the employee here.
¶ Employee profile
View the profile of the employee stored in the base data here.
¶ System notes / Clash of dates
If a red or yellow exclamation mark already appears in the request dialog for the employee, it means that the employee is already scheduled for another job. Red means that he is scheduled for exactly the same time for another job, yellow means not at the same time but on the same day. The yellow exclamation mark thus refers to rest periods that may have to be observed. By clicking on the exclamation mark, you can also see in which jobs the respective employee is scheduled and in which status (requested, available,or booked). Despite this note, the employee can still be scheduled for other jobs; the colored exclamation mark is always visible next to the employee. If you want the system to actively warn you about this double booking and allow you to cancel it immediately if necessary, then check the box under Administration > Jobs > Requests & Bookings for "Consultation for confirmation for requests with clash of dates".