My CSM found the solution! Here it is:
We have a new feature that allows you to create non-job events that don't impact payroll. That allows you to use non-job events as placeholders and time blocks that overlap scheduled jobs. That's great for internal use.
The feature appears as the "Needs a Timesheet" checkbox when you create or edit a non-job event.
This is a helpful feature. However, there are some important details about it.
- If you uncheck the "Needs a Timesheet" box, the non-job event won't be visible in the Mobile app, so techs won't see it.
- That is fine for non-job events that your dispatchers are using to block out time.
- For things like team meetings or trainings, you can keep the "Needs a Timesheet" box checked so that techs can see the events. You can also consider editing meeting or training timecodes to make them paid events. That way the tech's clock in and out time will include the meeting or training as paid time.
- If you uncheck the "Needs a Timesheet" box, it removes the non-job event from adjustable capacity planning.
- Using non-job events with timesheets provides a way to adjust the hours available through ACP.
- That strategy won't work if you uncheck the "Needs a Timesheet" box.
- Instead, if you need to decrease or increase the ability to schedule jobs, you can manually adjust the hours on the "Capacity Planning" tab of the Schedule page.
