Creating Internal Jobs for Staff Leave and Daily Operations
Increase the accuracy of your reporting by creating internal jobs for staff leave, and for your staff members to log time against generic tasks such as cleaning or administration.
In this article:
Creating an Internal Job for Staff Leave
Creating an Internal Job for Daily Operations
Creating an Internal Job for Staff Leave
To create an internal job for staff leave, follow these steps:
Go to Settings > Operations > Create and create an operation for each of your staff leave types. Make sure to select the appropriate leave type when creating the operation:
- Go to Jobs > Create and create a new job. Make sure to use your own organisation as the contact, and use or create a job type called "Internal".
In your new job, go to Tasks and create a number of Steps, Statuses and Tasks relevant to each of your staff leave types. Make sure to link each task to the correct operation. For example:
- Make sure that all tasks are set to "Requires None", and that no target dates are set for any tasks.
When a staff member applies for leave, they can enter their leave into their timesheet under the correct job and task.
Note: This can only be done by an office user, so when your kiosk users apply for leave, they will have to notify a relevant administrator in your organisation, who can make the timesheet entry on their behalf.
Creating an Internal Job for Daily Operations
To create an internal job for daily operations, follow these steps:
- Go to Settings > Operations > Create and create an operation for each of your ongoing daily tasks, e.g. "Cleaning," "Administration," "Meetings," etc.
- Go to Jobs > Create and create a new job. Make sure to use your own organisation as the contact, and use or create a job type called "Internal".
In your new job, go to Tasks and create a number of Steps, Statuses and Tasks relevant to each of your daily operations. Make sure to link each task to the correct operation. For example:
- Make sure that all tasks are set to "Requires None", and that no target dates are set for any tasks.
When your staff want to log time against daily operations, they can simply look up the internal job, choose a task to log time against, and it will be added to their timesheet.
Please Note: Make sure all of your staff are added to this job and are able to log time against these operations.
Make sure that staff do not complete any of these tasks, as they are ongoing. Kiosk users should start and stop tasks, but not complete them.