Add team resource to the calendar

Use the Plan tab to add team resource (employees) to a shift in the calendar.

Each team’s shifts are held in a calendar within a work area. For example, calendars could be ‘Headquarters’ and ‘Factory’ in the work area of ‘Manchester’. Each calendar holds teams made up of resources (employees).

Note: Each employee resource must not be assigned to more than one team.

To add a resource:

  1. Open the Plan tab.
  2. Click and select the work area that you want to work with:

Note: By default, your previously selected work area is preselected.
  1. Click No Calendar selected and select the calendar that you want to work with:

Note: By default, your previously selected calendar is preselected.
  1. Scroll to the team that you want to work with and click …:
  2. Select Show Resources:

  1. Click + Add a new Resource at the bottom of the current team list to display the staff list:

  1. Start typing the resource name to filter the list and select the resource that you want to add to the team:
  • Each resource that you add to the team is allocated to the team shift.
  • Any resource can be assigned to any team.
  • Resources can only be assigned to one team at a time.
  • At least one resource must be assigned to a calendar before it can be published.
  1. Refresh the page and expand the team list to display the resource in each team.
  2. Continue to add resource to the team until it is complete.
  3. You are now ready to publish the calendar.