Resources > Group Scheduling Resources R12

Owned by Kye Hush
Last updated: Apr 14, 2022
3 min read

A group scheduling resource is a resource that is only used for scheduling. It groups employees by position and combines their capacity to give an accurate view of the available hours when building out a schedule and booking resources to tasks.

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.

ON THIS PAGE YOU WILL FIND:

ON THIS PAGE YOU WILL FIND:

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.

CREATE A GROUP SCHEDULING RESOURCE

To add a new group scheduling resource go to:

  • Resources module > employee settings grid > click add new resource button

  • Complete the necessary new employee fields

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 

Tip: we recommend putting an * in front of the Resource Name which will make it easier to find these resources when scheduling.

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

  •  There is no need to complete any other fields

  • Click ok

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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