Staff management

Invite a staff to your team:

Invite and onboard new staff members to your team through the Yoplanning interface for seamless collaboration.

Define staff roles:

Define the roles you want to assign to each member of your team.

Assign a role to a staff:

Assign specific roles and determine access rights for each staff member to ensure secure and efficient management.

Sort the staffs:

Organize and sort your staff members according to different criteria for better visibility and management.

Skills Management (tags):

Add and manage tags representing each team member's skills for optimal task assignment.

Add a line to the schedule:

Integrate new tasks or sessions into the schedule quickly and easily.

Assign an activity to a staff:

Assign specific activities or tasks to staff members based on their availability and skill.

Pay fees by SEPA Transfer:

Make fee payments to your team easily via SEPA transfer.

Staff fee setting:

Define and configure fee rates for each staff member according to established criteria.

Generate fee sheets:

Produce detailed records for each fee payment to keep a clear record of transactions.

Export of staff schedules (fees, salaries):

Extract and save staff financial schedules, including fee and salary details.

Guide to synchronizing Yoplanning with Google Calendar:

Follow the steps to efficiently synchronize your Yoplanning schedule with Google Calendar, for real-time access and updates.

How to delete a member of your team on YoPlanning:

Remove a member of your team from the Yoplanning platform, explanations of the consequences

Session alert before each activity starts:

Receive notifications before the start of each session or activity to always stay up to date.

Remove tags on schedule:

Remove unnecessary labels or tags from the schedule to maintain a clean and organized interface.