Employee scheduling has to be enabled first. To this, go to your account settings by click in on the avatar in the top right corner of your ResortCleaning account:
From there, you will click on Additional Features and then click the slider to turn on the feature:
Once the feature has been enabled, follow these steps.
Adding Default Shifts to Employees
Modifying Shift Roles in the Schedule
Adding Hours Worked from Browser
Creating Default Shifts
The first thing you'll want to do is create the standard shifts for your team. You don't have to do this but it makes it easier to preset shifts for your team.
To start configuring shifts:
- Click STAFF >> SCHEDULE STAFF
- Click on the
icon on the right hand side of the screen.
- This will give you a pop-out like the image below where you can configure your shifts. You also want to make sure to select the 1st day of the week at the bottom of this screen.
Adding Employee Profile Photo
Employee profile photos can be added under Staff >> View.
- Click Action, View/Edit.
- Then click on UPLOAD IMAGE to add their profile photo
Adding Default Shifts to Employees
Adding default shifts to employees helps to keep track of standard working days for your team. This makes it easy to simply add an employee to the schedule without having to remember their normal days off.
To add shifts to employees:
- Go to Staff >> View.
- Click Action, View/Edit and then click on the Default Schedule tab.
- From here, you can assign your default shifts to your employee's schedule.
Creating a Weekly Schedule
To start creating your weekly schedule, click on Staff >> Staff Schedule.
- Click the ADD STAFF button.
- Select the employees you'd like to add to the schedule or select all employees. Then click ADD STAFF.
- The system will then create a DRAFT schedule that you can continue editing. On the left hand side, you will see the status of the schedule per employee. You will also see how many hours you have scheduled the employee in the column under his/her name.
- Target hours is the expected amount of hours the employee would like to have based on their default. Current hours are the number of hours they are scheduled for the given week.
- When you are ready to publish the schedule, select the check box next to the employee and then select PUBLISH.
- The employee will be notified of the published schedule.
- After you've published the schedule, you can continue making changes: adding more staff to the schedule, updating the schedule for existing, staff, etc.
Modifying Shift Roles in the Schedule
Employees can be scheduled for different roles on the schedule. For example, some days you may want your employee to act solely as a housekeeper and some days you may want to schedule them as an inspector. You can change their role by clicking on the individual shift and modifying it.
In the example below, Aaron Cook has been scheduled as a Supervisor for 2 days and as a housekeeper for 2 days.
In the following example, I have modified Aaron's shifts to add an inspection role one day and a house attendant role another day.
Printing the Schedule
Schedules can be printed and posted in your office by clicking on the Excel icon.
Adjusting Employee's Time
Select the Shift in the gray box that needs to be edited.
Select the Blue and white paper/pencil box to edit the time or date if needed. The date only needs to be edited if the employee added a shift in the app manually but selected the incorrect date.
Enter the time change and press the blue Submit button when finished. Once you make the edit, the changes will repopulate to your browser within a few minutes.
Adding Hours Worked from Browser
If your employee forget to clock in/out of their shift on the app and did not add in the hours worked from the app then you can add in their hours for that day on your browser under Staff Schedule.
Select the blue + on the date to add the hours worked for the employee
Repeat to add breaks if needed and time for shift end. Once you add in the shift times worked, the changes will repopulate to your browser within a few minutes.
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