Auto-invite functionality

Created by Julia Kronister, Modified on Mon, 10 Jun at 12:03 PM by Julia Kronister

Once you have created a new project with an event and team, the planner can decide whether the invitations should be sent automatically or manually via the invitation list.

Click on "Next step: Activate and send invitations" to activate the events and send the invitations to the relevant employees in the background.

The three familiar special filters with the "Enforce" option are used for the automatic invitation:

- Qualifications: Enforce

- Availabilities: Enforce

- Conflicts: Enforce

The automatic invitation to the individual functions is only sent to those employees who are qualified, have no other assignments at the time of the new assignment and have not entered any absences in their calendar.

After clicking on "Next step: Activate and send invitations", the planner is redirected to the project overview. As soon as the automatic invitations have been successfully processed in the background, the planner is informed of how many employees have been invited with a message on the right-hand side of the screen.

As usual, you will find the list of invited employees in the invitation list.

To learn more about the options of automated staffplanning please also read:

Automated Staffplanning