Navigate to Team Management
Click on the "Team Management" tab in the main navigation bar.
Create a New Availability Schedule
Click the "Create Schedule" button.
Define Working Hours
Enter the start and end times for each employee's working days. You can use a calendar view to easily select which days they are available.
Specify Time Off
For each day, select the "Time Off" option. Choose the type of time off (Vacation, Sick Leave, etc.) and specify the start and end dates. You can set a "Default" time off for specific days.
Save the Schedule
Click "Save" to finalize the schedule. Once saved, the schedule is active and will update for each employee.
Best Practices
- Consistency is Key: Use the same calendar view and time off definitions across all employees.
- Clear Communication: Make sure employees understand the availability schedule and how it impacts their work.
- Review Regularly: Periodically review your schedule to identify any potential conflicts or gaps.
- Utilize Recurring Schedules: Set up recurring time off schedules (e.g., weekly vacations) to streamline the process.
- Consider Overlap: Be mindful of potential scheduling overlaps, especially with multiple employees.
Common Issues & Troubleshooting
- Incorrect Time Off Dates: If time off dates are entered incorrectly, ServTrackr will alert you. Double-check the dates and ensure they align with your company's policies.
- Conflicting Schedules: If two employees have conflicting availability, ServTrackr will flag the conflict. Resolve the conflict by adjusting schedules or re-assigning tasks.
- Difficulty Updating Schedules: If you're struggling to update a schedule, use the "Edit" button to make changes. Remember to save your changes after each update.
- Time Zone Issues: If you have employees in multiple time zones, ensure your time zone settings are accurate in ServTrackr. Adjust the schedule accordingly.
- Manual Override: If you need to manually override a schedule, click the "Override" button. This will open a window where you can manually adjust the time off for a specific day.