Presences in a staff status

To effectively manage the presence of staff and their status within your structure via the Yoplanning.pro application, follow the detailed guide below. This functionality is essential for generating fees.

What is the purpose of managing staff presence in a status?

Managing the presence of staff in a status allows you to precisely document the period during which the staff occupies a certain status within your organization. This provides the flexibility to change a staff's status at any time by adjusting attendance dates and adding new records to reflect a different status. This functionality ensures dynamic and responsive staff management, crucial for fee administration and resource planning.

How to use this feature?

1. Access the presence functionality:

   • In the Yoplanning.pro interface, locate the navigation menu on the left.

   • Navigate to the Administration section, then click Configuration.

   • Find the Fees section and select Attendance.

2. Create a new presence:

   • Once in the attendance section, you have the possibility to create a new attendance record for one or more staff.

   • Select the applicable status by choosing from those available or creating a new one if necessary.

   • Assign the staff concerned to this status by selecting their names from the list provided. You can perform this operation for all staff corresponding to the selected status.

3. Define attendance periods:

   • For each staff, define the start and end date of their presence in the chosen status. Make sure these dates fully cover the period for which you plan to generate fees.

4. Renew the operation for different statuses:

   • If your structure has several staff statuses requiring separate management, repeat the process for each status by creating specific presences.

Handling common errors

• Save error Inconsistent attendance periods: Make sure that the start and end dates do not overlap between different statuses for the same staff. If there is an error, adjust the dates to eliminate any inconsistencies.

• Incorrect fee generation: If the fees do not correctly reflect the status or period of activity of a staff, check that the attendance periods have been correctly configured and cover the entire period concerned.

By following these steps and tips, you will be able to effectively manage the presence and statuses of your staff in Yoplanning.pro, thus ensuring precise and responsive administration of your team.