Placeholders

Store allocations before assigning them to specific team members

Justyna Kawalec avatar
Written by Justyna Kawalec
Updated this week

Do you have allocations that aren't quite ready to be assigned to your team yet or need a planning space for future hires?

Placeholders are perfect for storing allocations that can be quickly dragged and dropped onto a team member's schedule when the time is right.
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Allocations stored on the placeholder on the Schedule.

Select Placeholder from the Type drop-down when adding a new person or editing an existing one.
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Adding a placeholder type of person.

Additional notes

  • Placeholders are a type of Person at Float and as such are considered a paid seat.ย 

  • Placeholders will not display any availability/overtime hours in the reports and can be excluded from your reporting by unchecking the box at the top of the page.
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    Excluding placeholders on the reports.

  • You can search/filter Placeholders like you can other resources.

  • Placeholders appear at the bottom of the Schedule by default but can be moved using the custom sort option.

  • Time off cannot be scheduled for a Placeholder.

  • Placeholders can't be set to part-time.

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