๐Ÿš€ Whats New: Employee Planning Tool๐Ÿš€

Weโ€™ve rolled out a powerful, intuitive Planning Tool to help you manage employee job planning and assignments with clarity and precision.

๐Ÿ”‘ Key Features:

๐Ÿ“… Visual Timeline View

Plan, track, and view job assignments for each employee in Day, Week, or Month timeline formats. โ€” so you can instantly see who is working on what and when.

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๐Ÿ‘ค Employee-Based Scheduling
Each row represents an employee, allowing you to assign and view their planned tasks at a glance.

๐Ÿ”— Job & Project Linking
Easily link projects/jobs to employees directly through the planning pop-up.

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๐ŸŽฏ Dynamic Filters
Filter by employee and specialization to focus only on the data you need.

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โšก Real-Time Editing & Updates
Create, modify, move, resize, drag and drop, cut, copy, and paste planning entries directly on the timeline. All updates are reflected instantly in the system.

๐Ÿ“Ž Document Uploads
Attach multiple documents (such as checklists, instructions, and approvals) to each scheduled task.

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๐Ÿšซ Inactive Employee Restrictions
Inactive employees are automatically excluded from new planning while keeping their past data visible.

๐Ÿ–๏ธ Employee Vacation Indication
Employee leave is visually indicated on the scheduler. Planning is still allowed on those days with full visibility.

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๐Ÿ”” Planning Notifications in ReachApp

Employees will now receive automatic notifications in ReachApp when they have planned tasks.

  • If a planning entry is created for an employee, they will receive notifications on the scheduled dates
  • For example, if a task is planned from today to tomorrow, notifications will be sent on both days.
  • Notifications will appear in the โ€œPlanning Notificationโ€ channel in ReachApp

๐Ÿ“ฉ Notification Message:
โ€œYou have planned tasks today. To see details, please check the ReachApp timesheet.โ€

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๐Ÿ’ก Why Youโ€™ll Love It:

  • ๐Ÿ–ฅ๏ธ Centralized View of all planning tasks in one screen

  • ๐Ÿ•’ Time-Saving drag-and-drop interface for task assignment

  • ๐Ÿ‘๏ธ Improved Visibility into resource utilization

  • ๐Ÿง‘โ€๐Ÿ’ผ Perfect for Managers handling job allocation, planning, and resource tracking