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Clients & Profits
X Online User Guide
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The
Staff Availability function lets users schedule
themselves as unavailable for any day, morning,
or afternoon for up to twelve months in advance
When a user is scheduled for a
job task, Clients & Profits checks their availability
on the task’s due date. If the user is unavailable,
the person scheduling the job is prompted to choose
another person -- Clients & Profits X even
proposes a backup person, which can be preset for
each staff member.
To add an entry to the user’s availability
calendar
1 From the Staff window, click the availability button.
The Staff Availability window opens.
2 Select the date you wish to make an availibility entry for.
3 Click the Add button.
The user can be marked unavailable for the morning, afternoon, or the
entire day.
4 Select any or all options you wish to use.
Require daily timekeeping
Select this option if you wish to require that time be entered by this staff member before being able to quit Clients & Profits.
Day's hours = planned hours
Selecting this option will require that time entered should equal this staffers planned hours before bing able to quit the program.
Send missing time e-mails
When this option is selected, a reminder email is sent to the staff member each morning reminding them if they had not entered enough time for the previous day. Use of this option requires that the staff member has an email address entered in their staff file, and that C&P Mail is configured correctly.
5 When you are finished making your changes, click
Save.
| Pop-up availability alerts Each
staff member can enter the days on which they’ll
be unavailable, along with an optional note
that explains why. When this staff member is
scheduled for a job task, a pop-up alert will
warn the scheduler that they aren’t available.
When a staff member is no longer available
for any reason, his or her work can be reassigned
to another person. |
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