Employee scheduling

Employee scheduling is who's available, as opposed to who's booked. Set it up and dispatch stops offering work to people who aren't in that day.

1. Employee Scheduling

The control on the Schedule toolbar. It sets each person's working days and hours.

This is availability, not assignment. Assigning a job to someone is a separate action on the job itself. Availability is the layer underneath that says whether that assignment makes sense.

2. Company hours come first

Per-person hours sit inside your company hours. Settings > Organization sets Operating Days, Opening Time and Closing Time, and those are the outer boundary.

If your company closes at 5pm, giving someone availability until 7pm achieves nothing, because customers can't book that slot in the first place. Widen the company hours first.

How the layers fit together

1. Business Hours decides what's bookable at all.
2. Minimum Notice decides how soon. The 72 hour default hides most near-term slots.
3. Employee scheduling decides who could take it.
4. Assignment on the job decides who does.
5. Route Optimization decides the order.

When something isn't bookable, work down that list in order. It's almost always layer one or two.

Tips and gotchas

• Company hours bound everything. Fix availability problems there first.
• Availability is not assignment. Two separate steps.
• The controls appear once you have staff and jobs. An empty account doesn't show them.
• Keep it current. Stale availability is worse than none, because dispatch trusts it.

Next up: Timesheets