This article explains how to manage the work planning settings of your user groups.
The Work planning settings can be different from department to department, that is why in YAROOMS you can define different settings for different user groups.
If you are a user looking for information how to plan your work, read this article.
Team (group) managers who plan on behalf of their subordinate group will find useful tips in this article.
How to enable Work planning for a user group
To get started, go to Manage → Users → Groups → Edit group → Planning. Then, define the work planning settings for the selected user group.
These are days of the week that are considered working for this group. They can be different than the working days of the Location. This may help implementing alternate working scenarios with employees working Mon-Wed-Fri vs Tue-Thurs.
When a day of the week is not selected, it will appear as greyed out on the planning page.
How much time ahead can this user group plan. If set to 30, then only the next 30 days window will be plannable for users belonging to this group.
How much time ahead is this group required to plan. If set to 3, then users of this group will receive a planning notification 3 working days ahead of the first unplanned date.
Require sequential planning - this setup forces sequential, day-by-day planning. In practice, it means that a user cannot perform planning for Thursday if he/she hasn't planned Wednesday yet.
Allow planning for any date in the planning window - a less restrictive setup. In this situation, a user could do his/hers planning for Thursday, but skip planning for Wednesday.
WFH threshold max per week
What percentage of the weekly working days can be worked from home. Example: if set to 50% for a 5 days work week, the system will consider the threshold exceeded after the first 2 WFH days in that week.
WFH threshold max per month
Similar to the above, but it applies to the month of work. Together, these two settings allow for the implementation of very granular work from home policies, like 80% / week but no more than 50% / month.
This setting defines how the system behaves when the Work from home threshold has been reached. The two options are:
Does not allow the user to continue planning WFH after the threshold is reached.
Allows the user to continue planning WFH after the threshold is reached, but it warns them that the threshold has been exceeded.