Staff Requested (assignment lock)

Introduction

With Yoplanning, it is possible to block the assignment of a staff member for a specific session. This feature is particularly useful in the following cases:

• A staff is unavailable for a given period.

• A staff must be exclusively reserved for a specific session.

• You want to avoid a staff member being assigned to another activity by mistake.

With this option, you maintain total control over human resources management and ensure better organization of your schedules.

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Steps to block the assignment of a staff on a session

1️- Access the schedule

• Log in to Yoplanning.

• Find the session where you want to lock a staff in the "Sessions" section of the menu on the left or directly on your schedule.

2️- Change session settings

• Open the relevant session and go to the "Staff" tab in the settings.

• Locate the "Lock Staff" option.

3️- Lock staff assignment

• In the "Lock Staff" option, choose "Locked by Manager".

• Make sure to assign at least one team member.

• Save the changes to apply the lock.

You can then return to your schedule to verify that the staff is locked by trying to move the session to another staff. If the lock is applied, an error message will be displayed. On your schedule, a session with a locked staff will appear with a red outline.

Note: It is possible to lock the assignment of a staff member according to the client's preferences by selecting "Locked by client". Depending on the policy, loyalty bonuses can also be set up. For more details regarding bonuses or incentives, please refer to this article.

Best practices and advice

• Plan Ahead: If you know a staff member is unavailable, block their assignment in advance to avoid confusion.

• Use this feature with caution: Make sure that blocking is actually necessary to avoid imbalances in resource distribution.

• Check your schedule regularly: To ensure that sessions are correctly assigned and to avoid any inconsistencies in the organization.

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Common Problems and Solutions

• Problem: Unable to block staff assignment Solution: Verify that you have the necessary administrative rights to modify staff assignments.

• Problem: Error in availability management Solution: Check if the staff concerned does not already have unavailabilities recorded, which could conflict with the assignment lock.

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With this feature, Yoplanning offers you more flexibility to organize your teams and ensure that sessions run smoothly.