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Group scheduling resources are created in the resources module and are usually controlled by a system administrator, designated role(s) or person(s) within your agency.
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HOW THEY WORK
Assigning group scheduling resources to tasks allows for accurate capacity forecasting.
For example, if you have three employees with the position “Copywriter” and each of these employees has a capacity profile of 40 hours a week (working hours = 8 hours a day, 5 days a week), the potential capacity for the group scheduling resource “copywriter” for a week would be 120 hours.
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CREATE A GROUP SCHEDULING RESOURCE
To add a new group scheduling resource go to:
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Because creating a group scheduling resource is the same as creating an employee in WorkBook, there will be some mandatory fields that need to be completed, refer to our guide below
FIELD | DESCRIPTION | ||
Company* | Select the company the group scheduling resource belongs to | ||
Name* | Name of the group scheduling resource e.g. *Senior Producer
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Initials* | This will auto-populate, but can be amended | ||
Email* | Leave this as the default: .dk | ||
Profit Centre* | Select a profit centre from the drop down | ||
Title* | Select the position you’ll be matching the Group Scheduling Resource to | ||
User Type* | Select Scheduling Resource (access denied) | ||
Report Profile* | Select a report profile from the drop down Group scheduling resources do not have access to reports so it does not matter what you select here. | ||
Timesheet Approver* | Select a timesheet approver from the drop down Group scheduling resources do not do timesheets so it does not matter what you select here. |
There is no need to complete any other fields
Click ok
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LINK A GROUP SCHEDULING RESOURCE TO A POSITION
For accurate capacity forecasting, you must link a group scheduling resource to a position. Positions are found in the settings module and are controlled by a system administrator.
Go to settings module > employee settings > positions
And assign the group scheduling resource to the correct position
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