Using external employees

External employees are external workers you bring in on call. They submit when they are available; you schedule them.

Requirements

• The external employees feature is switched on for your organisation. Teamlead arranges this; email support@teamlead.io.
• The external employee has the External employee type at your location (see Managing accounts: rights, inviting, deactivating and deleting).

Viewing availability

1. Go to Availability.
2. For each external employee and each day, you see whether they are Available, with Start time, End time and Note.
3. Filter with Period:, Employee: or Available:.
4. Click a row to change the status or note, or to delete the availability.

Adding them to the schedule

1. Open the Schedule on the day you want. External employees are at the bottom.
2. Open the filters and under External, choose Available, for example.
3. In their row, you see a green tick (available) or a red cross (not available) for each 15-minute slot. An info icon next to the name shows their note.
4. Schedule them like anyone else: choose a skill and drag across the cells (see Editing the schedule). Click Save.

Good to know

• You always schedule external employees yourself. Automatically fill and the suggested solutions in the staffing bar do not include them.
• You cannot schedule directly from the Availability page. You do that in the schedule.
• You do not get a notification when an external employee submits availability. Check Availability for that.
• If you copy a shift to an external employee, that skill must be switched on in their profile (see Setting up the employee profile).
• You can read how an external employee submits availability in Submitting your availability (external employees).

See also

• Submitting your availability (external employees)
• Editing the schedule
• Managing accounts: rights, inviting, deactivating and deleting