Employee Schedule

aneekahTAL

I have a list of 4 employees who visit various sites in the course of a week.

My requirements:

• Each week I want the system to automatically send each employee a form that they populate for each day of the week with fields - date, time start, time finish, site.
• Example:
• Employee Name: Abby
• 6 June 2022 , 09h00, 10h00, Site ABC
• 6 June 2022, 10h30, 11h00, Site BCD
• 7 June 2022, 15h00, 15h30, Site XYZ
• Employee Name: John
• 6 June 2022 , 11h00, 12h00, Site ABC
• 7June 2022, 10h30, 11h00, Site JBD
• 8 June 2022, 08h00, 17h30, Site CPT
• 
  

This form is then used to populate a scheduling smartsheet that I can filter (based on employee name or date) or site and from which I can draw reports for dashboards.

Suggestions on how best to do this would be appreciated.

Genevieve P.

Hi @aneekahTAL

The way I would do this is to set up a sheet with a Top Row that always stays in place, with text such as "Top Row" in one of your columns.

Then you can set up a workflow based off of this top row to send out at a specific cadence, see: Create a Time-Based Automated Workflow

Then in your action block, you can send out just the Message with the Alert so it sends an email with a Form URL for them to fill out. See: Customize the content of your alerts and requests

You'll want to enable the setting in the Form to reload the form after submission, allowing users to fill it out multiple times so they can submit one row per time slot (so you can filter on the sheet later). See: Set up what the submitter sees after completing the form

Let me know if this makes sense or if you'd like to see additional screen captures.

Cheers,

Genevieve

aneekahTAL

Genevieve P. thanks for this. We managed to figure something out using Forms.

heatherfeather

@aneekahTAL Hi! I am looking to do the same thing. How are you using forms for this?