Check In and Out From the Staff and Group Planners

Note: To start using and configure the new Staff and Group Planners, please read Understanding The Group Planner and for existing users of the Staff Planner, read Transitioning over from the Staff Planner to the Group Planner.

The Staff and Service Group Planners are useful tools for businesses to plan, maintain and track daily capacity levels and workloads at a company level, staff level and service group level.

TABLE OF CONTENTS

• How do I Check-in and Check-out from the Planners?
  • Option 1: Check in/out in the Group Planner
  • Option 2: Check in/out in the Staff Planner
• 
  

Tip: Staff who do not have permissions to use the Planner can still Check-in and Out directly from their own Staff Dashboard.

How do I Check-in and Check-out from the Planners?

Info: Enable the Check-in/out feature in General Planner Settings.

Navigation: Scheduler > Schedule > Group Planner

Option 1: Check in/out in the Group Planner

By default, the Company Level Planner is always displayed at the top of the Group Planner and this shows the total scheduled services for ALL service item groups.

• To show the Staff Level Planners, click "+" next to a Staff/Sitter
• To hide the Staff Level Planner, click "-" next to the Staff/Sitter
• Alternatively, click "Expand All", then "Collapse All"
• Click any of the displayed capacity/scheduled service counts.

The Check-in/Out function uses GPS to record the staff location and times, therefore is only available for the current day.

• Click on the service group count for the current day to access the Check-in/out function.

• Click the "Check in" button alongside the relevant service item.

• Once checked in, the time is recorded and displayed.
• When the service has ended, click "Check out."

The Service is then marked as Acknowledged and Completed and updated in the staff and admin schedules:

Option 2: Check in/out in the Staff Planners

Navigation: Scheduler > Schedule > Staff Planner

Like the Group Planner, Check In and Out can also be done in the Staff Planners.

• Click any of the displayed capacity counts.

• Click the "Check in" button alongside the relevant Service Item.

• Once Checked in, the time is recorded and displayed.
• When the service has ended, click "Check out."

Info: Further reading....
Understanding the Group Planner
General Planner Settings
Group Planner Settings
Send Service Report from The Planners