Monthly Scheduling preset based on Scorecard
On the 1st of every month we reorder our Teams (aka CT’s) based on previous month’s scorecards. So those with top scorecards will be on top and will be assigned more jobs.
1. In MC, Navigate to Reports>Employee Stats
2. Click on DATE
3. Select “Last Month”
4. Sort by average scorecard with top scorecards on top
5. Open a New tab and go to Company>Teams to reorder teams based on previous month’s scorecard
6. First focus is CT’s color (based on where they live) Purples & Blues vs Orange/Reds
Drag and Drop to move CTs up and down based on scorecard score. Top scorecards CT’s on top!
7. Take a look at Team Colors to ensure they are grouped together, then sorted by top scorecards.
8. Click “Save Order”
9. Go back to “Job Schedule” to ensure the order looks good
