Sort and classify staff on the schedule.
Introduction
Staff management in Yoplanning.pro offers several features to efficiently organize your team. You can sort staff to structure their display and use tags to categorize them according to specific criteria (skills, language, specialization, etc.).
With these tools, you can optimize your team management, make it easier to find staff based on your needs, and ensure a clear and efficient organization. This guide explains step by step how to use these features, as well as best practices to adopt.
Steps to use this feature
1. Sort the staffs
Where to find it: Menu > Administration > Staffs
Click on the three little dots at the top right.
Select "Sort" to reorganize the display of staffs.
Note: The sort order is only applicable when viewing a single team. Make sure the "Context" filter is set to "Current Team".
2. Use tags to organize staffs
Where to find it: Menu > Administration > Staffs
Open a staff profile.
Click on "Edit".
Enter a keyword (e.g., "English", "Diving", "Senior Coach") and press Enter.
This tag will then be saved and can be reused for other staffs.
3. Advanced option: Set an order per week
An optional module allows you to define a specific order by week number.
Usage Tips and Best Practices
Use tags to filter staff based on specific criteria like skills or language.
Make sure to only display one team when using the sort function.
Common Problems and Solutions
Issue: Tag filtering in "OR" mode Explanation: When you select multiple tags, the filter applied is of type "OR", which means that all staffs having at least one of the selected tags will be displayed. Solution: If you want more precise filtering, use a reduced number of relevant tags.
Problem: Sorting is not applied correctly Solution: Make sure you are in "Current Team" mode before trying to sort staffs.
Problem: Need a different display every week Solution: Enable the "Staff Order / Week" feature for a display adjusted according to the period.
Conclusion
Thanks to its sorting and tag management tools, Yoplanning.pro allows you to efficiently organize your team and optimize your staff searches based on specific criteria. By applying these features, you gain clarity and efficiency in managing your human resources.
Take the time to structure your tags and adjust the sorting to ensure smooth management adapted to your needs!
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