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Scheduling User Groups - User Guide

Use Employee Groups in ServiceBox to Streamline Scheduling and Workforce Management

Introduction

Efficiently managing employee schedules is essential for any company’s smooth operation. ServiceBox’s User/Employee Groups feature allows businesses to organize their workforce into distinct groups for scheduling purposes. In this article, we’ll guide you through the process of enabling and using this helpful tool.

 

Enabling User Groups

Before creating or scheduling with user groups, the feature must be activated.

To enable the User/Employee Groups feature:

Once activated by the ServiceBox team, you’ll be able to define and assign groups to suit your organization’s needs.

 

 

Setting Up User Groups

To create user groups:

  1. Navigate to Settings under your login name.

  2. Click the Tenant tab.

  3. Select the User Group link within the Settings page.

  4. Define your company’s groups based on roles, departments, or teams.

 

 

 

Assigning Users to Groups

After defining your groups, assign your employees to them:

  • Go to Users from the menu under your login name.

 

 

  • Click on a user from the list and scroll to the bottom of the page.
  • In the new information box, select the user group(s) to which you want to assign the user.

 

 

 

Repeat this process for all users in your company, placing them in the appropriate groups as needed.

 

Scheduling with User Groups:

With user groups established, you can efficiently schedule employees using the following methods:

On a Work Order:

  1. Navigate to the Schedule tab on a Work Order.

  2. Select the User Group from the drop-down.

  3. Enter the start and end times.

  4. Click the green checkmark to schedule all users in that group.

 

 

On the Scheduler (Dispatch or Normal Board):

  1. Select a User Group in the lower left-hand filter menu.

  2. Drag and drop the Work Order into the All Day area or a specific time slot.

  3. Repeat as needed to add multiple group members to the same Work Order.

 

Conclusion

The User/Employee Groups feature in ServiceBox empowers businesses to efficiently manage and schedule their teams. By creating groups and assigning employees accordingly, you can simplify your scheduling process and ensure better team coordination across departments.

Need Help?
If you're having trouble enabling or using User Groups, contact our support team by  clicking the Help button on your ServiceBox dashboard or emailing us at support@jobboxsoft.com.