Client User Manual

Staffinder Professional In/Out Board - User's Manual - Chapter 4

Chapter 4 - Advanced Features

Messages

A very cool feature in Staffinder is the ability to send messages to other employees. After you determine another employee is away from the office, the next step might be to send some information about a visitor or caller. Not to be confused with an e-mail system, Staffinder allows users to send "While You Were Out" messages (figure 4.0) to other employees, replacing the standard form typically available in pad form.

You can also send a Custom message which is a generic message that can contain anything.

The last type of message is a Vacation Request. See Chapter 3 on how to create a Vacation Request. Vacation requests are incomming requests for time off. Only a person designated as a Vacation Request Manager can receive vacation Requests. When you receive a vacation request from an individual you will be notified just like a regular message.

To send a message to another employee, either:

Right-click any employee in the Browser and select "Send Custom Message" or "Send Phone Message" from the menu.

Click the "New Phone Message" button in the Quick Access Toolbar at the top of the application.

Figure 4.0

Figure 4.1

After filling out the form, click the OK button to send the message to the employee.

Receiving Messages:
When other employees send you messages, Staffinder will alert you of the new message. Staffinder also shows you the number of messages in your box by placing the number in the "Messages" tab caption. See Figure 4.2 below. In the example, the logged on employee has one (1) message in the "My Messages" box. This number represents the number of Unread incomming messages and the number of Vacation Requests that are waiting for approval. Unread messages are listed in Bold text so you can see which messages are new. Once you open a message and click OK it will update the Read flag and the message will no longer be Bold in the list.

Figure 4.2

Sent Messages: You can also view the messages that you have sent to others. You can delete them at any time by following the same procedures as the "My Messages". These messages are copies of the original message so you cannot edit the message.

Figure 4.3

Vacation Requests: As a Vacation Manager you will receive requests from individuals who are requesting time off. This is where you go to view your incomming requests. You cannot delete a request. A request is cleared by Approving or Disapproving the request. Once you respond to the request it will be removed from the list.

Figure 4.4

Deleting Messages:
With the exception of Vacation Requsts you can delete any message you want. Once you are done looking at a message, you may want to delete it. We recommend keeping your message box as clean as possible by transferring important data to another system and deleting messages. This will help maintain peak performance of Staffinder.

Here are the 2 methods of deleting a message:

Highlight the message in the list and hit the Delete key.
Open the message and click the delete button at the bottom.

Note: When reading messages, it may appear that you can edit them. However this is not the case. Any data you change in a message sent to you will not be saved.

Future Status Schedules

Staffinder has the ability to setup future status changes. If you know your schedule ahead of time, such as a sales person on the road, you can setup staffinder to change your status at a specified time automatically. With this feature you will be able to create your daily schedule in the event you will be out of the office but will know your whereabouts at specific times.Add or Modify a Schedule:
Click the appropriate Add or Modify buttons in the functions panel to bring up the Status Schedule Details dialog (Figure 4.6). Click the OK button once you have all the appropriate fields filled in.

Delete a Schedule:
Highlight the desired schedule in the list of schedules (Figure 4.7) and click the delete button in the functions panel. You will be prompted to confirm your action.

Figure 4.6

Figure 4.7