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Calendar view to schedule Human Ressources

Last post 05-03-2011 8:23 AM by Method_Michael. 1 replies.
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  • 05-02-2011 9:08 PM

    Calendar view to schedule Human Ressources

    Hello !

    I have a client that would like to use a calendar to schedule his Human Ressources Agency.  I am thinking of recommending Method Field Service.  I have a few questions...

    Is it possible to show the employees on the Calendar?    Right now the WO on the calendar show the customer name, job name, status, type, priority and start and stop time/date.  The employees' name do not show.

    Could the Calendar be based on employee instead of user?  My client would only have one user, but would need to manage many different employees working at different customers.

    Thanks !

  • 05-03-2011 8:23 AM In reply to

    Re: Calendar view to schedule Human Ressources

    Answer

    Hi Formation QB,

    What you can do is create each employee as a user(Just make sure user can sign-in is unchecked and optionally associate a employee/vender to that user you created) which would allow you to schedule jobs for employees in the field service center. The field service center should already display the AssignedTo (The users you created) at the top of the calendar under the date, you can filter what users are displayed on the calendar using the filters on the left of the calendar.

     -Michael

    Michael Melo
    Product Manager
    Method Integration Inc.
    Website: http://www.method.me
    LinkedIn: http://www.linkedin.com/in/MichaelMelo
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