Long Form: Personnel Tree

TABLE OF CONTENTS

• Display Personnel Events numbers
• Keeping track of worked evenings
• Timereport view mode
• Timereport for one or multiple users from Personnel Tree

The Personnel Tree gives an overview on your staff’s Personnel and other Bookings and allows you to create User Reports. It can also be used to see the total Vacation, Sick Leave, etc that one person has booked.

Certain user permissions apply in order to be able to access Personnel Tree:

• Must be Advanced User
• Super User TBR or TB Permission
• Edit Personnel Management (can modify types etc.)
• View Personnel Management

Display Personnel Events numbers

You can display the total number of Personnel Bookings per User in the Personnel Tree.

• The shapes of the bookings are default and cannot be changed.
• You can configure the Personnel Type Colours in the Toolbox > Settings > Personnel Tree. Click the colour choose a colour for each type of Personnel Booking.
• Configure which Totals you want to see in the Personnel Tree by ticking the box next to the colour option.
  
  

• Create Custom Personnel Types
• Hide specific Types from Users

Keeping track of worked evenings (7.2) 

You can now keep track of the worked evenings of a user by setting the "evening" start/end time in the Toolbox Settings > Personnel Tree > Worked Evenings and also enabling the checkbox to visualize the number of worked evenings in the Personnel Tree.

Timereport view mode

Personnel Tree > View Mode > Timereport: gives a quick overview on the Timereport status of users for a period of time.

Red = not timereported

Green = Timereported

Yellow = Timereported more/less time than booked

Timereport for one or multiple users from Personnel Tree

Click the user icon of a user > Set Time As Booked For Missing Timereports On Selected Days.

Multi-select Users (click Names and press CTRL to multi-select), then right click > Personnel > Set Time As Booked For Missing Timereports On Selected Days.

Please refer to the Toolbox settings article for further details on the Personnel Tree settings.