From setting working hours to marking days off, this guide will walk you through the necessary steps for efficient workforce management.
1. Step 1
Access the resources tab.
2. Step 2
On this top yellow bar, you can set the opening hours of your salon.
3. Step 3
Use the drop down tab to change the hours. You only have to do this once, but you can go back in and adjust it if things change around your opening times.
4. Step 4
Save the changes made.
5. Step 5
Here you can set and see the working hours of the resource, or staff member. These can be set and saved individually.
6. Step 6
If you have a rota at your salon, or to record days off an holidays, simply skip to the next week and so on, and adjust the working hours.
7. Step 7
As an example, Jenny, who usually works 8 until 5 on a Friday, has booked the day off on the first of May.
8. Step 8
As it's just this particular Friday, set it to 'one off'.
9. Step 9
Switch off the working tab.
10. Step 10
Select the work status.
11. Step 11
Save the changes made.
12. Step 12
Another example is Katy would like to increase her hours and work Friday's, but she wants to work around picking up her children from school.
13. Step 13
We're going to set this to regular, so this will be ongoing.
14. Step 14
Switch this to 'on'.
15. Step 15
Select the work status.
16. Step 16
Now we can change her hours.
17. Step 17
And adjust Katy's to 2pm.
18. Step 18
And save.
19. Step 19
Close the window.
20. Step 20
Now everyone can see who is working when and at what time. This will also link in with your online booking.
This guide delved into customizing employee schedules in Shakeyourtail, covering tasks like setting working hours, specifying shift types, and marking days off. By following these detailed instructions, you can streamline your workforce management processes effectively.