Work Schedules

This feature is currently in the beta testing phase and is only available to a limited number of users.

KanBo licenses having this feature:

Free

Team

Professional

Business

Enterprise

Strategic

In this article:

Overview

A work schedule is one of the base data features defined for the Resource Management module. It is not assigned to a specific organizational unit. All defined work schedule types can be used by resources throughout KanBo.

The availability of resources is displayed based on the assigned work schedule. Non-working days are marked with an X.

Example: Resource availability in the Utilization view. Megan works full time and Olivier works half time as an intern. Therefore, Megan has eight hours a day, and Olivier has four hours a day to use.

The work schedule includes specifying the days worked per week and the hours worked per day. We recommend defining company standard work schedules. In case of temporary changes in the work schedule, try the Part-Time Availabilities tool.

Example: Work schedule edition.

Default work schedules

In the beginning, there is only one default work schedule. All resources are assigned to it. You can create more work schedule types, such as full-time or half-time. Adapt them to your company’s policies.

Changing the resource work schedule

You need the Human/Physical Resource Manager role, and be the organizational unit manager to edit the resource data.

To add a location:

  1. On the Sidebar, select  Resource Management.
  2. Go to Basedata.
  3. From the menu on the left, select Resources.
  4. On the selected resource, go to  Edit.
  5. On the Work schedule, select another position from the menu.
  6. Select Save to complete the resource edition.

Creating work schedules

You need the Basedata Administrator role to create work schedules.

To create a work schedule:

  1. On the Sidebar, select Resource Management.
  2. Go to Basedata.
  3. From the menu on the left, select Work Schedules.
  4. Select + Create new work schedule.
  5. Enter the name.
  6. Select working days.
  7. Enter the number of work hours for each day of the week.
  8. Confirm using the Create work schedule button.

Editing work schedules

You need the Basedata Administrator role to edit work schedules.

You can edit work schedules at any time, such as adding or changing days and working hours.

To edit a work schedules:

  1. On the Sidebar, select Resource Management.
  2. Go to Basedata.
  3. From the menu on the left, select Work schedules.
  4. On the selected work schedule, go to Edit.
  5. Make changes.
  6. Confirm using the Save button.

Deleting work schedules

You need the Basedata Administrator role to delete work schedules.

To delete a work schedule:

  1. On the Sidebar, select Resource Management.
  2. Go to Basedata.
  3. From the menu on the left, select Work schedules.
  4. On the selected work schedule, go to Delete.

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