To schedule your employees complete the following steps.

Go to the scheduling page for your event one of two ways:

From the event edit screen:
Click the Scheduling tab to schedule employees for that event

OR

From the calendar:
1. Click the event on the calendar you would like to schedule employees for
2. Click Schedule Employees on the Events screen
Click the Available tab to view all of the available employees
Click on the employee you would like to schedule
For fast scheduling, simply click Save to schedule, otherwise, click the edit button (icon shown above) to add shift details, assign a role to the employee for the event & more.

Shift Details

Event Portal Access

To give your employee access to the client / vendor portal for the event, check the box under Event Portal Access.

Shift Details

If you have information that you would like to share with all of your employees, you can add those details to the Event Details (staff only) field in the Event Info tab of the Event Edit screen.

If you have information that is specific for the employee you’re scheduling, enter that information into the Shift Description text area.

Shift Location

To tell your employee where they will be working, enter the location into the Shift Location text area.

Shift Start and End Times

The shift dates and times are automatically populated with the event start and end times, you can change them in the scheduling request if needed.

Employee Site Location Setting

If your employee can only clock-in on site, set Employee Must Clock In On site to Yes.

ℹ️ Note: Releventful's Geofenced clock in feature will only work if you have selected a verified address from Google. See the Selecting & Verifying Your Venue section below for details.

Selecting & Verifying Your Venue

Step 1: Select the Event Info tab in the event edit screen and type or paste in the address of your Venue in the Venue Location field. In this example, we will enter the address into the Event edit screen.

Step 2: Click on the verified Google address to load the location coordinates.

Step 3: Save your edits.

Now you're ready to use the Geofenced clock ins for your staff!

Employee Early Clock-In Setting

If you would like your employee to be able to clock in up to 15 minutes early. Set Employee Can Clock In Early to Yes.

Clock In Date & Clock In Time

These values will be automatically populated when your staff clocks in or out using the Releventful mobile app.

ℹ️ Note: Need to make adjustments to the day or times your employee clocked in? Simply change the date and time here and Save your changes.

Shift Role

To assign a role to the employee for the shift, select a role under the Shift Role dropdown menu. By selecting a shift role, the employee pay rate will also be populated automatically.

Employee Pay Rate

You can change the pay rate as needed.

ℹ️ Note: if the pay rate was populated from the shift role, any changes you make will only apply to this shift. If you need to change the role payrate for everyone, you can change the employee roles.

Employee Scheduling Notifications

When an employee is scheduled, they will receive an email from the system letting them know about their schedule including all of the scheduling details.

In the scheduling request they will be able to accept or decline the request.

When the employee accepts or declines the request, the following user roles will receive an email notification

Admin
Owner
Scheduling

Schedule Request Update Notifications

When any information in the scheduling request is updated the employee will receive an email notifying them of the update and of that change.

Scheduled Employees Get Access to the Detail Report

All employees who are scheduled will get access to the detail report.

The detail report is the invoice without client specific information (like the client email address and address) and without any pricing and invoice amounts or totals.

The detail report also includes any included inventory and key information about that inventory like