Learn how to create and manage housekeepers in RMS, including setting availability, assigning tasks, and providing access to the Staff Portal.

Overview

Housekeepers is a staff management feature available when using Housekeeping in RMS.

Staff can be created with availability and provided a login to the Staff Portal to view, manage, and track activity or performance in real time.

The Housekeeper Roster enables allocating tasks to available housekeeping staff, with allocated tasks visible on the Clean Screen, Housekeepers Report, and in the Staff Portal.

Allocating tasks to housekeepers provides oversight and management of housekeeping activity and requirements without deducting from available user licences.

Recording the availability of individual housekeeping staff will automatically calculate the remaining available time when allocating tasks on the Housekeeper Roster based on the time allocation for the assigned Housekeeping Task.

The Task View on the Clean Screen can be used to record and manage task allocation or completion by housekeeper when staff are not provided with a login to the Staff Portal.

Guide

1. Navigate to Setup > Housekeeping > Housekeepers.
2. Select Add.
3. Enter a Surname.
4. Enter a Given Name.
5. Enter an Email Address (Recommended).
6. Enter a Password (Recommended).
   • The Password is used to access the Staff Portal and will be hidden when saved.
   • Learn how to change a password in the Staff Portal
7. Select an Employee Type.
8. Select the checkbox Allowed to Verify Completed Tasks. (Optional).
   • Allows the Housekeeper to verify tasks completed by all housekeepers in the Staff Portal.
9. Select the checkbox Allowed to Set to Clean Status. (Optional).
   • Allows the Housekeeper to change the Area Status or Clean Status of an area in the Staff Portal. 
10. Select the checkbox Allowed to Add Maintenance. (Optional).
    • Enables 'Create Maintenance Reservation' in the Staff Portal for the Housekeeper.
11. Select Save/Exit.
    • All other fields are Optional.