Sort and classify staff on the schedule.

Introduction

Staff management in Yoplanning.pro offers several features to efficiently organize your team. You can sort staff members to structure their display and use tags to classify them according to specific criteria (skills, language, specialization, etc.).

With these tools, you can optimize your team management, easily find staff to meet your needs, and ensure clear and efficient organization. This guide explains step by step how to use these features, as well as best practices to adopt.

Tags are used to sort and filter, not to restrict assignments. Putting the tag "DP" or "Diving" on a monitor will not make Yoplanning automatically suggest it on the corresponding products: tags are never compared to the content of a product.

To ensure that an activity is supervised only by qualified instructors, specify the potential staff for the product. Full explanation: Assign instructors according to their skills.

Steps to use this feature

1. Sort the staff

Where to find it: Menu > Administration > Staffs

• Click on the three small dots in the top right corner.

• Select "Sort" to rearrange the display of staff.

Note: The sort order only applies when you are displaying a single team. Make sure the "Context" filter is set to "Current Team".

2. Use tags to organize staff

Where to find it: Menu > Administration > Staffs

• Open a staff profile.

• Click on "Edit".

• Enter a keyword (e.g., "English", "Diving", "Senior Coach") and press Enter.

• This tag will then be recorded and can be reused for other staff members.

3. Advanced option: Set a weekly order

• An optional module allows you to define a specific order by week number.

• This "Staff Order / week" feature can be activated if you want a dynamic display depending on the period.

Usage Tips and Best Practices

• Use tags to filter staff according to specific criteria such as skills or language.

• Make sure to display only one team when using the sorting function.

Common Problems and Solutions

• Problem: Tag filtering in "OR" mode Explanation: When you select multiple tags, the filter applied is of type "OR", which means that all staff members with at least one of the selected tags will be displayed. Solution: If you want more precise filtering, use a smaller number of relevant tags.

• Problem: Sorting is not applied correctly Solution: Check that you are in "Current Team" mode before trying to sort the staff.

• Problem: Need for a different display each week Solution: Activate the "Staff Order / Week" feature for a display adjusted according to the period.

Conclusion

Thanks to its sorting and tag management tools, Yoplanning.pro allows you to efficiently organize your team and optimize staff searches based on specific criteria. By implementing these features, you gain clarity and efficiency in your human resources management.

Take the time to structure your tags and adjust the sorting to ensure smooth management tailored to your needs!