Request
You would request employees who have a choice whether or not to accept the job. For example freelancers.
If you drag&drop an employee to " Request", you have to send him an email with the email icon in the upper right corner, so that the employee receives the request. To avoid having to do this for each employee individually, send this email out when all employees have been scheduled. All employees that you have dragged to "Request" until then will appear collectively under "Send request email". Besides the possibility to enter a free text or HTML text templates including formatting, this email contains all relevant information of the job, as well as a direct link to indicate the availability. The entered availability is then visible in the system.
You can edit the categories to which you drag the employees later on, via the green pencil. A template opens where you can split the categories within a job and add comments. This is useful, for example, if initially only rough planning is done and the schedulers want to elaborate the details later.
You can request more employees than previously specified in the categories. Unavailable employees can be removed from the list again with the red "x" at the end of the line. The corresponding employee will then automatically contain an email that he/she has been cancelled from this category. To display the deleted or unavailable employees again, set the corresponding check mark at the top.
Subcontractos, vehicles and rooms can also be requested in the same way as employees or freelancers. Please note that only the rooms of the location selected in the job are displayed by default. If no location is defined in the job, all available rooms of all locations will be displayed.