Managing teams and available hours

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

1. To set up a team, select Resource Scheduler > Teams , then click Add New Team.
   1. Alternatively, head to Settings > User Management > Teams.
2. Enter your Team Name, Team Description, and select the users from the Available Team Members list. 
3. 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 Resource Scheduler > Time off & Hours . 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.

1. To set up your available hours, go to Resource Scheduler > Time Off & Hours. Under the Time Off tab, click Add time off.
2. To amend working days, simply click on the days you wish to select or de-select.
3. To amend the working hours, edit the Start and End Times, and Available Time (hours) fields.
4. You can also apply these changes by going to Resource Scheduler and clicking on the Time Off item you would like to edit from the calendar.

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, Resource Scheduler > Time Off Types, and select Add New Record.
• To manage your Public Holidays, go to Resource Scheduler > Public Holidays, and select Add New Record.

Adding Time Off

To add time off, go to Resource Scheduler > Time Off & Hours. 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.   

N.B. When you create a new Time Off, it will default to picking today’s date.

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 Resource Scheduler > Time Off Report 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.