How to manage Employee's Schedule?
To view and reschedule the jobs based on the employee, the user can use the Employee Schedule.
1. Select the "Schedule" icon from the panel. To access the Employee Schedule, click on "Dispatch Board."
2. Drag and drop the existing job card to modify the dispatch board and
Filtering
We can customize the schedule views using the "Filter Schedule" icon in the top right corner.
Filter By Customer: Entering a customer's name in this filter will show only the jobs scheduled for that customer.
Filter By Job Category: Selecting a job category from this drop-down will show only the jobs from the selected category.
Filter By Role: Selecting a role from the drop-down will show only the team employees that hold the selected role.
Note: The user can use the "Reset Filter" button to clean the filters and view all the jobs. By default, the jobs are highlighted by status.
Related Articles
How to manage recurring shift management in Zuper Web App?
You can now set the recurrent shift timings for the users from the settings and assign them under the employee’s modules. Navigation: Settings -->Configuration Settings --> Timesheet Settings --> Master Shifts Create Recurring Shifts in the Settings: ...
How to access and manage transfer orders in the Zuper web app?
You can manage Transfer Orders from the details page. Access the Transfer Order details page directly after saving an order or from the Transfer Order listing page by clicking the Transfer Order number, From Location, or To Location. Navigation: ...
How to issue (schedule) PPMs into Jobs in the Zuper web app?
The Planned Preventive Maintenance (PPM) should be done periodically to prevent asset failures. At the same time, these maintenance tasks can also be converted to jobs that field executives can complete on scheduled dates. But, if you've missed ...
How to create and manage your PPM in the Zuper web app?
Planned Preventive Maintenance (PPM) is a proactive approach to maintaining equipment, machinery, or systems by scheduling regular inspections, servicing, and repairs before any issues arise. The goal of PPM is to minimize the risk of unexpected ...
How to update employee roster/schedule ?
The employee roster/schedule in Zuper can be updated in two ways, Directly from the Actions column in the Employee tab. From the employee's personal page. Steps to edit the employee details directly from the Actions column in the Employee tab Log in ...