How to manage guide rosters using Connecteam

Connecteam is an Advanced module

This page assumes you are already familiar with how to add and manage Guides in Odyssey, and are now ready to synch your Guide rosters (shifts) to Odsssey's Advanced Rostering tool, Connecteam.

To learn more about managing guides in Odyssey, click here

To learn more about how to set up guides and staff in Connecteam, click here

Pushing a guide "shift" to Connecteam

In Odyssey | Main Menu | Tour | Resources | Guides
Your guide/s will already be assigned to the tour
Because your company has the Connecteam advanced module, there will be a button beside the guide name

Main Menu | Tour | Resources | Guides / Push to Rostering

The Connecteam icon appears to confirm that these guide records have been pushed to Connecteam

In Connecteam

These guide shifts (for the five days of the tour) have now been pushed to the Connecteam Roster. They are currently unpublished, so that the Depot Manager can review and confirm his rostering schedule. This process is known as Publishing.

The guide's shifts for all 5 days have been added, unreleased, to Connecteam Roster. This view shows Days 1-3

We need to click the calendar > arrow to navigate to the next week, to see the next two days.

Days 4 and 5 of the Guides shift have been synched to Connecteam

Guide records are defined as being full day records, so there is a little moon shaped icon on each entry, to indicate that this will take a whole day.
Also note the pink field on the calendar, where a Guide (Freddy) has marked himself as unavailable on that day.

If you are happy to confirm these shifts, either:

click on each shift individually, and select Publish

or click the Publish button, on the top right hand side of the screen to Publish all
when a shift is Published, the guide or driver automatically has their calendar updated in their Connecteam app

If the Roster needs adjustment

In our example,

Freddy's previously assigned briefing shifts now clash with the days we want him to be guiding
Murph's previously assigned briefing shift and bag run now clash with the days we want him to be guiding

The new Guide shifts now clash with previously assigned tasks for briefings and bag runs

Simply drag and drop those briefings and bag runs that had been assigned to those Guides, to another team member

Once you are happy with the new rostering schedule, either Publish individual records, or click the Publish button at the top right

Publish individual records, or click the Publish button at the top right