Before managing resources, make sure to see that it is well adapted to your needs.
Once created, resources can be added directly in shifts in the scheduler (add a resource) and employees can clock at the locations of these resources.
1) Create a Resource
To create a resource, click Resources then click the pink Create button.
Then, you must add these components:
Name
Type
Other fields are optional.
Note : If you create a Job site you have to add an address.
2) Resource types
Resources can be classified as a job site or an equipment.
Job site
Job sites give you the opportunity to add an address on Google maps that will let the employee visualize the location. Il will also let the employee clock in on the geofenced site.
Equipment
The equipment type will let you manage assets (example: a vehicle) and assign them to the desired employees.
3) Manage a resource
Edit
To modify a resource, click the resource and change the values you wish to.
Archive
In the modification page on your left you will find the archive button. If you Archive a resource, it will be removed from shifts and time entries planned in future weeks, but will be kept for shifts and time entries for the current and past weeks.
