How to Add an Employee to the Job Schedule

When onboarding a new technician, you will need to make sure they are visible on the Job Schedule so that they can access their jobs when they start their first day. In this guide, we will cover how to add your new technician to the Job Schedule.

Create a New Employee

• First, you will need to Create the employee

• Once the employee has been created, open their Employee profile

Tags & Skills

• Go into the “Tags & Skills” tab, and add the “Scheduled” tag

• Add any skills to the employee. Please note that added skills will factor the employee’s time into your availability for any scope groups that have the skill as a required skill

Availability

• Under the availability tab, you will need to set the employee up with a default schedule, team, and position

• To set the default team and position, select “Update Defaults”, select a start date, and enter the default team and default position, then select “Save”

  

• To create the default schedule, click on a blank space for each date, and enter the times of their schedule for the given date. Repeat this for each day the employee will be schedule

• Below is an example of what this will look like once it has been finished