Daily Scheduling

The Daily Scheduling page is for the short term scheduling of Employees, Crews, and Equipment.  This is where admins can make assignments to schedule.

• Users with "Can View Job" permissions can access this page in read-only mode.

• Users with "Can Dispatch" permissions can drag and drop Employees, Crews, and Equipment (they have access to) onto Jobs they are allowed to dispatch for.

Resource List

Only Jobs, Employees, Crews, and Equipment that are properly configured will appear on the Daily Scheduling page.

• Jobs

  • On the Job detail page, the Enable For Daily Scheduling option will need to be enabled

• Employees

  • The Position assigned to the employee must have a Scheduling Type set to:

    • Use for Short-Term Daily Scheduling

    • or Use for Both Long-Term and Short-Term Assignments

• Crews

  • The Crew Type assigned to the crew must have a Scheduling Type set to:

    • Use for Short-Term Daily Scheduling

    • or Use for Both Long-Term and Short-Term Assignments

• Equipment (Assets)

  • The Asset Category must have a Scheduling Type set to:

    • Use for Short-Term Daily Scheduling

    • or Use for Both Long-Term and Short-Term Assignments

Job Cards

Each Job Card contains the following sections:

• Project Team

  • Displays employees assigned through long-term scheduling with a Position where the Job Role = PM.

• General

  • A flexible section where users can drag and drop any employee into the job—regardless of labor type. This allows admins to assign anyone into a section without a scheduled forecast.

• Labor Type Specific 

  • Only allows Employees and Crews with a matching Labor Type to be assigned.

  • If Labor Projections exist, the projected worker count will display in this section.

  • If Labor Ratios are set up for the labor type, users will see a comparison of:

    • Projected Labor Ratio

    • Actual Labor Ratio

  • Note: Equipment (Assets) do not have a Labor Type and can be assigned to any labor type section.

Sending Schedule Updates

• Note: Before notifying employees of schedule updates, they need to first consent to SMS messaging. This can be done through Jobs or Scheduling.

  • Jobs>Jobs List>Job Detail>Assignments>Send

  • Scheduling>Assignments>Send

• After dragging and dropping some Employees onto a Job to create a short term assignment, you can use the "Send" button at the top of the page. 

• This will open the "Notify Employees of Schedule Updates" window. This provides the option of notifying employees of schedule updates.

• 

3. The following options include:

• Selected Date

• Selected Week

• Next Week

• Selected week and next

• Send to employees not notified yet OR send to all employees

• Email OR Text Message

  • Note: The preview option condenses an email format to a simpler preview. 

• Sending Options

  • Now

  • Tomorrow morning (8am)

  • Tomorrow afternoon (1pm)

  • Custom

• Adjust message settings like time frames, recipients, and job and then select ‘Send.’

• Recent Update: Copy Schedule modal now lets you select the Job End date as the Copy to End date