Planning staff for an event^M

Staff planning for a particular event is based on the role items booked for the event. The staff roles are assigned to specific staff members who already have or are then assigned corresponding services.

• Convert the staff role to a staff member in a segment

  Role items can be replaced by individual staff members directly in the process. In addition, however, a suitable shift must always be booked for the staff member, this does not happen automatically.

  1. Open the staff process, click in the role item and then in the horizontal toolbar on  Assign staff members.
  2. A duty planner window with two lists of staff opens. The top window lists all staff who can fulfil the desired role. In the lower window, the staff from the upper list who are already scheduled for the same time are listed with their respective roles and times.
     a) The "Open" column shows the percentage (%) of an employee's capacity that is still open. If the column is empty, no shift has yet been entered for the employee.
     b) In der Spalte „Kapazität“ wird angezeigt, wieviel Kapazität bereits gebucht ist. Mitarbeiter haben eine Kapazität von höchstens 100%.
     c) In der Spalte „Buchen“ geben Sie an, wieviel Prozent der Arbeitskraft des Mitarbeiters Sie zuweisen möchten.
  3. If staff members are already marked "On duty", ticking it in the "OK" column and confirm by clicking on OK.
  4. If a staff member has not yet been assigned a shift, create the shift directly on request and then assign the staff member.
  5. If you do not want to create the shift at this point, book the staff member without a shift and assign the shift to the event later (Assign an existing shift to an event in the shift planner)
• Convert a staff role to a staff member in the shift planner

  Alternatively, open the assignment window in the duty planner.

  1. Save and close the event.
  2. Open the desired day in the  shift Planner and select the items you want to see at Groups, Roles and Staff .
  3. Select the data source Procedure: Assignmentto view all staff procedures and assign staff members or suppliers directly.
  4. Right-click on the desired role and  Assign staff member to open a  Internal planning process and the assignment window of the  shift planner (In the process, convert the role item to an staff member).
  5. Select the desired staff members and create a shift directly on request if no shift exists yet. The times are already pre-assigned.
  6. Right-click and  (role) split to open as many jobs as people have been booked with this staff role.
  7. If you purchase staff from another service provider, right-click and go to  Assign supplier on the suppliers entered under "Supplier item". The staff item is transferred to purchasing.
• Assign an existing shift to an event in the shift planner

  In der Zeitstrahlansicht des Dienstplaners können Sie vorhandene Dienste von Mitarbeitern den für Veranstaltungen gebuchten Rollenartikeln zuweisen.

  1. Go to  Staff >  Duty planner and select the view  Timeline.
  2. Select the data sources shift Summary and Process: Assignment. All booked shifts and open staff roles are displayed.
  3. Open the list of events taking place in the period shown by left-clicking on  Events at the bottom left of the screen
  4. Um nur entweder nicht zugewiesene Dienste oder die zu einer bestimmten Veranstaltung gebuchten Dienste angezeigt zu bekommen, filtern Sie dort mit Linksklick auf die gewünschte Veranstaltung.
  5. Right-click on a staff role and  (role) split to open as many jobs as people are to be booked with this staff role.
  6. Hold down the left mouse button and drag the shift of the desired staff member onto the booked staff role.