Setting the Status of Staffs on Yoplanning.pro
Introduction to Staff Status Settings
Configuring the status of staff allows you to classify and effectively manage your staff according to the remuneration arrangements for a specific product or activity. This functionality helps to organize and simplify compensation management by grouping staff according to specific criteria.
Steps to Set Staff Status
Access the Feature:
Head to the Administration section accessible from the dashboard.
Select Configuration, then find and click Staff Status.
Determining Necessary Staff Statuses: Before adding or modifying staff statuses, complete the following exercise to clarify your needs:
Imagine that your organization offers a single product or activity. How many different ways are there to pay your staff for this unique product?
The result of this exercise will indicate the number of staff statuses you should consider creating.
Creation and Management of Staff Statuses:
On the Staff Status page, select the option to Add New Status.
Enter an appropriate name for each status, reflecting the compensation method or specific role within your organization.
Repeat the operation for each staff status identified during your initial reflection.
User Tips and Best Practices
In-Depth Planning: Before creating statuses for your staff, carefully consider the different remuneration arrangements that apply. Good initial organization avoids future complications.
Naming Statuses: Ensure that the names assigned to each status are explicit and descriptive, making it easier for daily management and understanding by all team members.
Adaptability: Be prepared to review and adjust staff statuses according to the evolving needs of your structure and the activities offered.
Common Problems and Solutions
Undecision on Number of Statuses: If you are having difficulty determining the exact number of statuses needed, re-evaluate the role of each staff and the different compensation for the single product. Aim for simplicity and efficiency.
The configuration of staff status on Yoplanning.pro is designed to optimize the management of remuneration and roles within your team. By following these steps and recommendations, you will be able to ensure more fluid and organized management of your staff.
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