Two ways to plan staff in PaxFlow
PaxFlow supports two ways to plan your staff:
Independent shifts: plan the work schedule first.
Tour assignments: assign staff to a departure first.
Different operators plan in different ways, so PaxFlow supports both.
Independent shifts
Use an independent shift to plan the work schedule before you assign staff to departures.
For example, you know that:
A guide works from 08:00 to 17:00.
The guide will probably guide Golden Circle tours.
You do not know yet which departure the guide will operate.
In this case, create a normal shift. A shift has:
Start and end time
Position, for example Guide or Driver
Staff member (optional)
Shift location
Note
Draft or published status
To create a shift, see Create a shift.
What is a shift location?
The shift location tells PaxFlow where the staff member works. It can be:
A tour or product, for example:
City Centre Walking Tour
South Coast Day Tour
Whale Watching
A static location, for example:
Head Office
Ticket Booth
Garage
A product is a shift location when Daily departures is on for the product, or when an admin adds the product in Shift settings. Static locations are also set up in Shift settings.
PaxFlow uses the location in these places:
When you assign staff to a departure, shifts at the same location show first in Existing shifts.
Emails about available shifts go to staff whose position, location, and skills match the shift.
Important
A shift on a tour location does not assign the staff member to a departure. It only tells PaxFlow that the staff member works on this product during these hours.
With independent shifts, you can:
Make schedules weeks before the tours.
Balance the work between staff.
Assign staff to departures later, when you know the bookings.
Tour assignments
A tour assignment is different. You do not plan the work day of a staff member. You assign the staff member to a specific departure, for example the Golden Circle departure on 25 June from 08:30 to 16:30. The staff member then operates that departure.
When you assign a staff member to a departure, the assignment gets a shift. In the staff list of the departure, you select one of these:
A shift in Existing shifts: the list shows the shifts for the same position on the departure date, in your company's time zone. A shift that is only partly on that date also shows. Shifts that PaxFlow created for other tour assignments do not show. PaxFlow links the assignment to the shift. The shift keeps its time and location.
A staff member: PaxFlow creates a new shift for the assignment.
The new shift starts as a draft or as published, from the Draft creation default setting in Shift settings.
Shifts from tour assignments are also in the Work Report.