For CLIENTS and RESOURCES tags :
These tags are for information only, and allows you to add more precision to a shift, or in a project.
The following information must be provided:
The name of the tag should be as specific as possible so as not to be confused with another tag
The type of tag can be either a customer, a location, a region or a resource.
The import code will be used to import user profiles or export reports (optional)
For REGION tags:
They can be assigned to an employee in order to filter the automatic assignment, or the contact lists for a specific region.
For LOCATION tags :
This label allows you to add a location to a project or a work shift. The following information must be provided:
The pronoun of the tag so that it is correctly displayed in the schedule (ex: in the office or at the main door)
The name of the tag should be as precise as possible so as not to be confused with another tag
The type of tag must be a location
The region where this place is located
The complete address, you can find it by clicking on Search for an address
The import code will be used to import user profiles or export reports (optional)
For PERSONALIZED labels:
This label allows you to enter all the necessary information for an employee on a shift. It can be linked to a project or a shift and can be used to transfer any information needed.
For example: An emergency contact at the shift location, an arrival code, etc.