To effectively plan employees for projects, you need to see who is available when. In Rentman an available employee is shown as green and if not available in red. If he/she is marked with no color there is no information about his availability. In the following ways you can check if an employee is available:
- Ask the employees to enter their availability.
- Enter yourself when your crew is available.
- Ask the employees if they are available by sending them invitations to a project.
If you already know when you crew is available you can also plan them without having to wait for their reply.
Asking employees for availability
If you want to ask your crew for their availability open the tab "Calendar" and select the employees you would like to invite in the column to the right. Afterwards click on "Ask for availability" which will open a new window. Here you can select the desired days and add notes if needed.
Entering crew availability by yourself
You can also enter your employees's availabilities yourself. This can however only be done per employee. Select the employee in the right column and click on "Add availability". Per day you can now select if the employee is available or not. By clicking on the day once you mark him/her as available. By clicking twice you mark him/her as unavailable.
Asking for availability by sending invitations
To invite your employees for a project your first of all need to open the project you want to plan them for. Navigate to the project tab "Crew", select the desired person in the left column and click on "Invite" to invite them to the project. Keep in mind that you first need to add a function before you can plan and invite an employee.
After selecting "Invite" a new window opens in which you can adjust the invitation. Ultimately you can select if you directly want to plan the employee or if you only want to ask for availability.