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SOP 51 · Advanced administration · 2026-10-12

Set an effective staffing target

Record a property staffing target from an approved effective date.

Web · Administrator

Before you start

Property-administrator permission is required. Distinguish this target from the people needed in each recurring service window.

Open Property schedule > Set staffing target

  1. Step 1 Open the target form

    Open the portfolio/property schedule tools and locate Set staffing target.

  2. Step 2 Choose property and headcount

    Select Property and enter Required headcount. Confirm the target is for the selected property.

  3. Step 3 Set the effective time and reason

    Enter Effective from (property time) and the approved Reason. Check the property time zone.

    Set an effective property-local staffing target with a reason.
    Set an effective property-local staffing target with a reason. Application screenshot with training data. Select the picture to enlarge.
  4. Step 4 Save and verify

    Select Save effective target, wait for confirmation and inspect the staffing summary after refresh.

Check your result

A new effective target is recorded; it does not itself assign any worker.

If something goes wrong

Use Service defaults to change individual recurring window requirements and Schedule to assign workers.