Performance Options

Manage Staff

Manage Staff provides tools for configuring individual working patterns - holiday calendars, workload schemes, and staff assignments - which feed into capacity calculations.

Access from Settings → Manage Staff.

Holiday Calendar

Define company-wide holidays to accurately reduce available capacity on non-working days.

Adding a Holiday:

1. Settings → Manage Staff → Holiday Calendar
2. Click Add Holiday
3. Enter: Name, Date → Save

Holidays reduce available capacity for all users on that date. The Capacity Planner automatically excludes configured holidays from available hours calculations.

Workload Scheme

Workload Schemes define the number of working hours per day for different working patterns.

Creating a Workload Scheme:

1. Settings → Manage Staff → Workload Scheme → Create Scheme
2. Enter Scheme Name (e.g., "Full-Time 8h", "Part-Time 4h", "4-day week")
3. Set hours per day for each weekday independently → Save

Example Schemes:

Staff Assignment

Links individual staff members to workload schemes.

Assigning a Scheme:

1. Settings → Manage Staff → Staff Assignment
2. Search for the team member
3. Select their Workload Scheme from the dropdown
4. Changes save automatically

Tips:

• Default scheme (from General Settings hours/day) applies to all users with no explicit scheme assigned
• Assign part-time schemes to contractors or part-time employees before running capacity reports

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Performance Optimization Tips

Platform Limits