{"_id":"5a8b97adf7c833003754a274","project":"56539c418b050e2100f006ca","version":{"_id":"56539c428b050e2100f006cd","project":"56539c418b050e2100f006ca","__v":14,"createdAt":"2015-11-23T23:07:46.327Z","releaseDate":"2015-11-23T23:07:46.327Z","categories":["56539c428b050e2100f006ce","5789af34f55bf80e00d0c34f","5789af4e6a16260e006e7cd4","5789af53d7bf751900e3cbe1","5789af576a16260e006e7cd5","5789af5fc1c3de0e00169dc7","5789af64c1c3de0e00169dc8","5789b0067a572c0e00120269","579919b1b8d3432000fdffc3","590ba9d1030acd0f00f07046","5939cecbc78839000f4bff0e","59c4454a414f98001001f2a9","5a8b9193e4eb600012e90dea","5b511e0bfe048400034364d8"],"is_deprecated":false,"is_hidden":false,"is_beta":false,"is_stable":true,"codename":"","version_clean":"1.0.0","version":"1.0"},"category":{"_id":"5a8b9193e4eb600012e90dea","project":"56539c418b050e2100f006ca","version":"56539c428b050e2100f006cd","__v":0,"sync":{"url":"","isSync":false},"reference":false,"createdAt":"2018-02-20T03:10:11.603Z","from_sync":false,"order":2,"slug":"getting-started-guide","title":"Getting Started Guide"},"user":"5a84d1bf6b17d200124fa3ea","githubsync":"","__v":0,"parentDoc":null,"updates":[],"next":{"pages":[],"description":""},"createdAt":"2018-02-20T03:36:13.081Z","link_external":false,"link_url":"","sync_unique":"","hidden":false,"api":{"results":{"codes":[]},"settings":"","auth":"required","params":[],"url":""},"isReference":false,"order":2,"body":"In order to plan capacity for your organisation, PlanRight needs to know some details about your staff members, such as when they are available and their target productivity. You can do this from the user page.\n[block:api-header]\n{\n  \"title\": \"How to get to the user page\"\n}\n[/block]\n1.  Click \"Settings\"\n2.  Click \"Users\"\n3.  Choose the user you want to edit.   \n\n[block:api-header]\n{\n  \"title\": \"The user page\"\n}\n[/block]\nThis is staff member Alfonso Cane’s user page:\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/987eac7-User_page-_Alfonso_Cane.png\",\n        \"User page- Alfonso Cane.png\",\n        1048,\n        666,\n        \"#3d6789\"\n      ],\n      \"caption\": \"Alfonso Cane\"\n    }\n  ]\n}\n[/block]\nType in the number of hours Alfonso works each day, and his expected productivity for each day. If he works standard hours (Mon-Fri, 9-5), and you expect him to be 90% productive, then his user page will look like this: \n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/85a02f1-Alfonso_Cane_-_Working_hours_and_productivity.png\",\n        \"Alfonso Cane - Working hours and productivity.png\",\n        1095,\n        690,\n        \"#3a5a75\"\n      ]\n    }\n  ]\n}\n[/block]\nThis shows that he works Monday-Friday, 8 hours a day, and his expected productivity is 90%. In other words, his capacity is 7 hours and 12 minutes (90% of 8). \n\nYou can edit these details to reflect changes in circumstances.  \n\nFor example, Alfonso may stop working on Fridays, or he may change to a different role, where his productivity only needs to be 70%. If Alfonso did both of these things, his user page would look like this: \n\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/3b2bcee-Alfonso_Cane_-_70_Mon-Thurs.png\",\n        \"Alfonso Cane - 70%, Mon-Thurs.png\",\n        1146,\n        667,\n        \"#f9f9f8\"\n      ]\n    }\n  ]\n}\n[/block]\n\n[block:api-header]\n{\n  \"title\": \"How to change working hours and days\"\n}\n[/block]\n\n1.  Click on the “Working Hours” field\n2.  Change it, or delete it \n3.  Click “Save User Details”\n\n[block:api-header]\n{\n  \"title\": \"How to edit expected productivity\"\n}\n[/block]\n1.  Click on the relevant “Productive %” field\n2.  Change it \n3.  Click “Save User Details”","excerpt":"","slug":"setting-up-your-team","type":"basic","title":"Setting up your team"}

Setting up your team


In order to plan capacity for your organisation, PlanRight needs to know some details about your staff members, such as when they are available and their target productivity. You can do this from the user page. [block:api-header] { "title": "How to get to the user page" } [/block] 1. Click "Settings" 2. Click "Users" 3. Choose the user you want to edit. [block:api-header] { "title": "The user page" } [/block] This is staff member Alfonso Cane’s user page: [block:image] { "images": [ { "image": [ "https://files.readme.io/987eac7-User_page-_Alfonso_Cane.png", "User page- Alfonso Cane.png", 1048, 666, "#3d6789" ], "caption": "Alfonso Cane" } ] } [/block] Type in the number of hours Alfonso works each day, and his expected productivity for each day. If he works standard hours (Mon-Fri, 9-5), and you expect him to be 90% productive, then his user page will look like this: [block:image] { "images": [ { "image": [ "https://files.readme.io/85a02f1-Alfonso_Cane_-_Working_hours_and_productivity.png", "Alfonso Cane - Working hours and productivity.png", 1095, 690, "#3a5a75" ] } ] } [/block] This shows that he works Monday-Friday, 8 hours a day, and his expected productivity is 90%. In other words, his capacity is 7 hours and 12 minutes (90% of 8). You can edit these details to reflect changes in circumstances. For example, Alfonso may stop working on Fridays, or he may change to a different role, where his productivity only needs to be 70%. If Alfonso did both of these things, his user page would look like this: [block:image] { "images": [ { "image": [ "https://files.readme.io/3b2bcee-Alfonso_Cane_-_70_Mon-Thurs.png", "Alfonso Cane - 70%, Mon-Thurs.png", 1146, 667, "#f9f9f8" ] } ] } [/block] [block:api-header] { "title": "How to change working hours and days" } [/block] 1. Click on the “Working Hours” field 2. Change it, or delete it 3. Click “Save User Details” [block:api-header] { "title": "How to edit expected productivity" } [/block] 1. Click on the relevant “Productive %” field 2. Change it 3. Click “Save User Details”