Members

The "Members" feature in TimePlanner is designed to offer an overview of all available resources within the platform, essential for managers to oversee and optimize workforce deployment.

Resource Management in Table View

In the top-right corner, there is an icon to switch between different view modes. This table view provides a comprehensive snapshot of all team members, including essential details such as job title, status, time zone, skills, and teams.

Additionally, the users can filter the view by job title, years of experience, or departments and other components.

To view more details about a specific member, click on the Details button under the "Action" column

Detailed View of a Member

Upon accessing a profile/resource, you are presented with a full-screen view that showcases a wealth of information spanning several categories.

Approvers: A snapshot of the resource's current activities, availability, and overall contribution to projects.
Profile: Detailed personal and professional information, skills, roles, and other critical data that define the resource's capabilities.

If you are a user with the required permissions, edit a profile by clicking on the “Edit Profile” button.

Note that some fields may require 'Field Data', which is metadata created by an Admin.

Rate and Capacity

If you are an App Admin or Billing/Cost Admin, you have additional functionalities. You can 'Rate' the resource and adjust its 'Resource Capacity'.

Rate: This section enables you to assign rates to resources, reflecting their value or cost per unit of work. To rate a resource, find the 'Rate' Tab > "Add New" Button > Fill Rate > Click "Add new"

Capacity: This section allows for the adjustment of a resource's capacity to undertake tasks or projects, ensuring optimal workload distribution.
To adjust a resource's capacity, find the 'Capacity' section. Here, you can input the resource's capacity to take on tasks or projects.

Additional Functionalities:

Holiday: Displays scheduled breaks, holidays, and non-working days for the resource. As an admin, you can also add more holidays to a resource.
Leave: Manages and monitors leave requests and approvals.
Report: Generates comprehensive reports detailing the resource's performance, time allocation, and other metrics.