Schedules

Marlin GTX enables the addition of schedules to help manage staff attendance and resource availability.

Once added, schedules can be associated with staff members and resources, and will be indicated in the Manage Attendance module using the selected colour codes.

If schedules are enabled, then a list of available staff will also appear in the Available Staff pop-up window when adding a technician to a booking, to help inform assigning jobs.

Multiple schedules can be added and associated with staff as required, meaning you can add as many schedules as your business or employee needs, including:

• Early shifts,
• Late shifts,
• Weekend shifts,
• Future schedules,
• Casual schedules,
• And individual staff schedules.

breaks can also be added to schedules, and individual staff absences and resource unavailabilities can be indicated using explicit availability, which can also be associated with individual staff members.

Schedules and other relevant staff modules can be accessed by selecting Main > Staff > Manage Schedules from the menu bar.

The Schedule Maintenance module will open, showing a list of schedules that have been added to the GTX system.

Adding Schedules

Main > Staff > Manage Schedules

To add a new schedule, click on the Add button at the top of the Schedule Maintenance window.

The Add Schedule window will open, containing a form for adding a new schedule.

In the Name textbox, enter a name to identify the schedule within the GTX system.

Use the time fields below to set a Start and End time for each day, using 24-hour time values (e.g. for a 9am-5pm schedule, set the Start time to 09:00 and the End time to 17:00).

Use the Colour picker at the bottom to select the colour the scheduled times will appear as on the Attendance module grid.

To save the schedule and return to the Schedules list, click on the Save button at the top of the module window.

Once added, schedules can then be associated with staff members and resources, as well as breaks and explicit availability as required.

Alternating Schedules

Main > Staff > Manage Schedules > Details

Alternating weekend days can be added to schedules by ticking the Alternating Every checkbox and entering the number of days and a start date using the drop-downs to the right of the relevant day.

Associating Staff with Schedules

Main > Staff > Manage Schedules

Staff members can be associated with schedules by opening the schedule in edit mode and clicking on the Staff tab at the top of the module window.

The Associated Staff tab shows a list of staff members that the schedule is associated with.

To associate the schedule with a new staff member, click on the Add button at the top of the Associated Staff list.

The Add New Staff to Associate with this Schedule pop-up window will open.

Use the Effective Date picker at the top to set the date from which the schedule will be effective for the staff member.

Use the Staff picker to select the staff member to associate with the schedule.

To associate the schedule with the staff member and return to the Associated Schedules list, click on the Ok button at the bottom-right of the pop-up window.

Removing Staff from Schedules

Main > Staff > Manage Schedules > [Schedule] > Staff

To remove a staff member from a schedule, select them in the Associated Staff list and click on the Remove button at the top of the module window.

Adding Breaks to Schedules

Main > Staff > Manage Schedules

Schedules can be associated with breaks by opening the schedule in edit mode and clicking on the Break tab at the top of the module window.

The Associated Breaks tab shows a list of breaks that the schedule is associated with.

To associate the schedule with a new break, click on the Add button at the top of the Associated Breaks List list and selecting the break from the drop-down list that appears.

Removing Breaks from Schedules

Main > Staff > Manage Schedules > [Schedule] > Breaks

To remove a break from a schedule, select them in the Associated Breaks list and click on the Remove button at the top of the module window.

Adding Explicit Availability to Schedules

Main > Staff > Manage Schedules

Schedules can be associated with explicit availability by opening the schedule in edit mode and clicking on the Explicit Availability tab at the top of the module window.

The Associated Explicit Availability tab shows a list of explicit availability that the schedule is associated with.

To associate the schedule with a new explicit availability, click on the Add button at the top of the Associated Explicit Availability list and select the explicit availability from the drop-down list that appears.

Removing Explicit availability from Schedules

Main > Staff > Manage Schedules > [Schedule] > Explicit availability

To remove a explicit availability from a schedule, select them in the Associated Explicit availability list and click on the Remove button at the top of the module window.

Associating Schedules with Resources

Schedules cannot be associated with resources.

However, resources can also be staff members.

If a staff member is added as a resource in the Resource Planner, then the scheduling information associated with that staff member (including breaks and Explicit availability) will also be shown in the relevant column of the resource planner.