In Catermonkey, you can easily schedule staff using the built-in scheduling module Plan your team. There are two ways to assign employees to a task: Direct scheduling or Invite.
Step 1: Indicate how many staff you need
Go to the assignment for which you want to schedule staff.
Scroll to Plan your team and click on it.
A window will appear:
On the left, under Staff required, enter how many employees you need for the event.
On the right, under Layout summary, you will see how many employees you still need to schedule.
Then scroll down to select employees.
Step 2: Choose your planning method
Option 1: Schedule immediately
With this option, a staff member is immediately linked to an assignment, without the possibility of refusing it. Only use this method if you are certain that the employee is available.
The staff member is scheduled immediately and cannot refuse.
The status 'Scheduled' appears in the staff portal
How it works:
Open an assignment
Click on Plan your team
Select the staff member
Click on Plan immediately at the bottom
Option 2: Send invitation
With this option, you invite a staff member to an assignment, after which they can accept or decline. You will receive an email notification when they accept or decline.
The staff member will receive an invitation and can accept (✔) or decline (✖) it
You will receive an email when they respond
How it works:
Open an assignment
Click on Plan your team
Select the staff member
Click on Send invitation at the bottom
Tip: Show detailed information
To give your staff more details about the assignment, you can tick the Show more detailed information option on the staff portal for this event.
This setting can be found at the top of the Plan your team section of the assignment.
Any questions? We're happy to help! Chat with us or call +31 (0)88 266 6539.