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Defining Employee Work Hours and Resource Use

To get to Schedule Manager, type schedules into the Convobar, or go to Meevo > Schedules > Schedules.

To define employee work hours

  1. Locate one or more employees whose schedule you want to edit. Employees appear across the top row of the table in alphabetical order according to Employee Code.

Note: For an employee to appear in Schedule Manager, Show on Schedule must be selected in the employee's profile.

  1. Select one or more days to reveal the Schedule Editor. Some tips on using the editor:

    1. You can select multiple days across multiple columns by selecting the days, and you can continue to select days while the Schedule Editor is open.
    2. Select the employee's name in the header row to select all days of the week for that employee.
    3. If you select multiple days, the Time Range will reflect the first day you selected.
    4. As you select days, the employees and the selected work dates appear in the Employees section. These can be deselected by selecting delete.
  2. Time Range: Define the Start and End Time. Upon save, all selected days will be updated with the configured Time Range, Work Activity, and Resource (if applicable).
    1. Add time range: Adds another time range row for you to define. These additional time ranges can be removed by selecting delete.
    2. Work Activity: Applies a defined Work Activity for the time range.
    3. Resources: Selecting a resource here will schedule the employee in this resource. This field is present if you selected one or more days for a single employee. This field is described further below.
  3. When finished, select Save.

 

To schedule an employee in a resource

If you selected one or more days for a single employee, you can schedule the employee in a resource from the Resources field. When you schedule an employee in a resource:

  • You cannot schedule more than one employee in a resource for a given time range.
  • If the employee receives a booking for a service that requires a resource, the Appointment Editor automatically selects that resource.
  • The employee can be booked in another resource by selecting a different resource in Appointment Editor, as long as the service is also associated with that resource.