Once you have added an employee to your booking. You can make configuration changes to individual employees to suit your booking needs.
This guide covers the following:
Setting a person as a team leader
To designate a person as a team leader on a booking, click on the person. A sidebar will appear where you can make individual changes to a person.
Click on the TL button and this will make a person a team leader.
Once a person has been set as a team leader, a megaphone symbol will appear next to the person's name on a booking to notify you of their team leader status.
Setting a person as a first aider
To designate a person as a first-aider on a booking, click on the person. A sidebar will appear where you can make individual changes to a person.
Click on the FA button and this will make a person a first aider.
Once a person has been set as a first aider, a first aid symbol will appear next to the person's name.
If a person is not qualified to administer first aid a warning will appear.
Setting a person as a driver
When you have a vehicle on a booking you can designate a driver by dragging and dropping them on the vehicle or by selecting the person and clicking the Driver button.
If you have two people inside a vehicle, the first person will default as the driver. If you would like to set the second person as the driver, you can click on the person and select Driver.
Once a person has been set as the driver, a small steering wheel will appear before their name. Warnings will appear if that person does not have the appropriate license to drive the allocated vehicle.
Setting a person to go straight to site
If a person is required to start on site for a booking, you can set this configuration on the booking board.
To designate a person to start on-site, click on the person. A sidebar will appear where you can make individual changes to a person.
Click on the STS button and this will make go straight to the site.
A location symbol will appear next to the person's name on a booking to notify you that they are set to straight to the site.
Setting a person to non-billable
Suppose you need someone on a booking, such as a trainee or a student but do not want to charge your client. You can set a person to non-billable, so the system knows not to charge the client when generating an invoice.
To make a person non-billable, click on the person. A sidebar will appear where you can make individual changes to a person.
Click on the non-billable button and this will make them non-billable.
Once a person has been set as non-billable, a crossed-out dollar sign symbol will appear next to the person's name.