How do I view an Employee's Daily and Weekly Capacity?

Charlotte Boatner-Doane - Forum Moderator
Charlotte Boatner-Doane - Forum Moderator
  • Updated

You can set Daily and Weekly Capacities for Employees and use these meters to track Employee hours when scheduling. 

Set Default Employee Daily and Weekly Capacities

You can set default capacities for scheduling at the system level in your System Settings. Go to Settings>System Settings>Scheduling and enter the number of hours that you wish to use as the Default Employee Minimum and Maximum Weekly and Daily Capacity

capacity_settings.png

To learn more about configuring Scheduling, see How do I configure Scheduling at the system level?

Set Individual Employee Daily and Weekly Capacities

To set different Minimum and Maximum Daily and Weekly Capacities for a specific Employee, navigate to the Employee's profile and click on the Employment tab. Then select Employment Settings

employment_settings_tab.png

Click Set/Edit next to Minimum Daily Capacity, Maximum Daily Capacity, Minimum Weekly Capacity, or Maximum Weekly Capacity. Enter the number of hours you wish to set as the capacity and then click Save
Minimum_Daily_Capacity.png
 

Use Capacity Meters to Track Employee Hours While Scheduling 

A capacity meter appears on the Employee's Schedule and tracks the Employee's scheduled hours against the Minimum and Maximum Capacities set in System Settings or Employment Settings.

capacity_meter_daily_employee_schedule.png

Switching between scheduling views (Day, Week, 2 weeks, Month) will change the value displayed in the meter. 

capacity_meter_weekly_employee_schedule.png

In the All-Employee Schedule (Schedules>All-Employee Schedule), you can toggle on the weekly capacity meters across all Employees.

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