NEW: Introducing Assignment Notes and Tags
With our new release, we've introduced two new features—free for all our customers!
✒ Assignment Notes for employees
Please note that the notes will only be visible to the employees if the latest app versions are installed. The new versions (2.11.3 for iOS and v2.3.6 (271) for Android) will be available to all employees by April 2nd.
Instead of the previous planner remarks in the team list, you can now create notes on the assignment. The previous planner remarks are now planner notes. You can now also add and edit notes for your employees.
Planner Notes are only visible to planners in the teamsheet. All former planner remarks have been transferred to these Planner Notes.
Employee Notes are visible to employees in the app in the respective assignment under Event Details as additional information, as well as to planners in the Teamsheet.
You can also view and edit all Assignment Notes via the new Employee Context Menu.
Both types of notes (Planner and Employee) can be exported in the Export section of Staffcloud.
🔥The new Tags Functionality🔥
With our new tags feature, you can define tags and use them as planner in three different areas: the Project Overview, Employees, and the Recruitment section.
Tags are only visible to planners and are not displayed for employees.
🛠 Create Tags and Display Them in Overviews
Go to Configuration > General Settings > Collections > Tags to add and edit tags. You can assign each tag a color, and specify where it should appear (Projects, Employees, Recruitment).
👥 Tag Employee Profiles and Filter in the Employee and Recruitment Overviews
In the Employee and Recruitment overviews, you'll find a new Tags column. Click the + icon to see all available tags for that section, then select any tags you want to assign. Your selection is saved automatically. To remove a tag, click the X symbol in the list.
🔬 To filter applications or employee profiles by tags, use the filter drawer in Employees or Recruitment and select the relevant tags there.
📊 Tag Projects / Events and Filter in the Project Overview
In the Project Overview, you can tag Projects and Events by clicking the + symbol. A new filter above the project overview also allows you to filter for projects and events with specific tags.
