Lesson #2 Adding Hours, Credits and Locations to your Housekeeping Team

Learn how to update your team members working hours, credits and locations in their profile within Optii

This guide will walk you through the simple steps to update your team members' working hours within their Optii profiles.

By accurately reflecting their availability, credits and locations, you can optimize housekeeping daily timelines and improve overall scheduling efficiency.

How to Update Team Member Working Hours

This quick guide will show you how to update your team member's working hours in their profile to make daily timeline creation as efficient as possible

Step 1: Access the User Profile

1. Go to the user's page in Settings
2. Click on the desired team member.

Step 2: Navigate to Employment Settings

1. Click on "Employment" from the left-hand side menu.
   
   

Step 3: Update Working Hours

1. Add the following information for each shift:
   • Day: The day of the week.
   • Start Time: The shift's start time.
   • End Time: The shift's end time.
   • Credits: The number of credits assigned to the shift. In this case the goal credit quota for the shift. 
     Note: if this fluctuates daily you can always adjust the credit on the day of the roster when assigning rooms. 
   • Role: The team member's role during the shift.
   • Don't forget to click 'Update' when you finish
     
     

Step 4: (Optional) Add Locations and Tags (for Housekeeping Staff) 

1. Add the relevant locations and tags to each user's profile.

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