Resources are the people you assign work to. This article explains how to add named resources to Kelloo. Named resources are individual resources such as "Bill" and "Sarah". 

If you don't want to list out your resources individually you can also create resource groups. Learn about the differences between named resources and resource groups.

Adding named resources from the resource list

  • Select the resources menu option.

  • Select add resource.

  • Select named resource.

  • Enter the resource name and role.

  • Optionally select a non-working day calendar. Non-working day calendars are used to define periods when resources are not available for work. A non-working day calendar is defined once and then applied to many resources. Use non-working day calendars when the period of non-availability applies to more than one resource for example public holidays. For more information please see this article non-working calendars.

  • Click create.

  • Once the resource has been created, you can select a resource team for the resource and set tags.

Other details

Notes - General notes which you can store about the resource.

Email address - The resource's email address.

External resource - Tick to indicate if the resource is an external resource. Does not affect the scheduling.

Working times

Working times are the standard working days and hours which the resource normally works. When you first create a resource, the working times are set to default values based on the default working days setting in your account. 

You can change working times by either updating an existing working time record or by adding a new working time record. For more information please see this article resource working times.

Time Off / Overtime

Sometimes you need to make a temporary change to a resource's availability. For example they have a vacation planned or are absent for other reasons. Rather than change the resource's working times or using an exception calendar, you enter a time off / overtime. For more information please see this article resource working time exceptions.