Teams are required to be set up on Panacea in order to allocate tasks on the Resource Scheduler, and manage your teams’ available hours.
Users with certain permissions will have access to create and manage teams.
- A user must belong to a Team for tasks to be allocated to them using the Resource Scheduler calendar. If they work alone and want to plan their work on the Resource Scheduler, they should belong to a team of one.
- Each team member can have their default working hours and available time set up.
- Tasks allocated will then deduct from those available hours.
Creating a team
- To set up a team, select Teams under Resource Scheduler, then click Add New Team.
- Enter your Team Name, Team Description, and select the users from the Available Team Members list.
- Click Update when all your Team Members have been added.
You can create new teams, add to them, edit or delete at any time.
Setting up your organisation’s default working hours.
Users with the appropriate permissions can set up default working hours for their organisation.
- To do this, click on Time off & Hours under 'Resource Scheduler'. Click Modify under the 'Default Working Hours' section.
Setting up team members available hours and working days
All users can manage their own hours and time off. Users with the appropriate permissions can also manage their teams hours and time off.
Every team member can set up their default working hours, which determines their available time for the week.
- To set up your available hours, go to Time Off & Hours under 'Resource Scheduler'. Under the 'Time Off' tab, click Add time off.
- To amend working days, simply click on the days you wish to select or de-select.
- To amend the working hours, edit the Start and End Times, and Available Time (hours) fields.
Managing time off and public holidays
Users with certain permissions will have access to set up time off types and public holidays. Panacea will allow you to create new, edit and delete time off types, including public holidays, for Resource Scheduler.
- To create your Time Off Types, go to Time Off Types under 'Resource Scheduler', and select Add New Record.
- To manage your Public Holidays, go to Public Holidays under the 'Resource Scheduler', and select Add New Record.
Adding Time Off
To add time off, go to Time Off & Hours under 'Resource Scheduler'. Within the 'Time off' tab, click Add time off.
- Select a time off type from the drop-down, e.g. Sick day, Holiday, Training.
- Add an optional description and input the date and time of your absence.
Time Off Report
You are also able to report and monitor absence across your team(s) at the click of a button, with our Time-off Report.
- Select Time Off Report under 'Resource Scheduler' on the left hand menu.
- Select the date range which you want the report to cover, then select which user(s) and which time off type(s) you need.
- Clicking Get Report will download the report as a spreadsheet.