Add members to a group

Adding members to a group is a crucial step in creating schedules.

Note: Adding new members might impact your institution's billing. Before proceeding, contact the person responsible for billing in your institution. 

1. From the left menu bar, select Scheduling .
2. Select Members and Teams. The Members page opens, displaying a list of members in your group.
3. In Members, select Add a member.
4. Under Identifier, enter the email address of the new member and select Verify.
   Members have a unique email address that Petal uses as an identifier. If the member already exists in Petal, the email account appears.
   Active members are responsible for modifying their personal information. The planner cannot modify this information. If the member is not activated, the planner can modify all fields, even if another group's planner added the member.
5. Configure the member information settings and then select Next.
6. In Access, configure these settings:
   • Scheduled member: Select this option to determine if the member can receive shifts.
   • What is the seniority status associated with this member?: Select the seniority status of the member
   • Scheduling start date: Select the date from which the member is eligible for shift assignment.
   • Membership and scheduling end date: Select the date when the member is no longer on the schedule.
   • Member name initials: Enter initials for scheduled member only.
7. Select Next.
8. In Role and permissions, select a role.
   
   • Regular member: Accesses personal information and the group's scheduling information. Performs activities allowed by the group's planner on their own tasks, adds absences, and creates personal events.
   • Administrative member: Primarily attributed to non-planned members for post-publication scheduling management. Adjusts other members' calendars, inputs absences for others, and moves shifts according to the group's configuration. Receives notifications of all shift trades.
   • Group Planner: Accesses the planning tool and manages schedules after publication. We do not recommend allowing multiple users to access the planning tool.
9. Select Save.
10. In Teams, choose teams and then select Next.
    Assigning members to a team allows them to inherit the shifts for that team. Teams are sub-groups that planners use as filters when planning. Changes to team assignments take effect after the profile is saved.
11. In Skills, choose the shifts that the member can work and then select Save.
    

    Skills determine the shifts that planners can assign to members of this group. Members with the same skills can trade or exchange shifts between themselves.

    For a new scheduled member of an advanced group, you might need to adjust the script or constraints to manage the shift distribution correctly. Please communicate with customer support to avoid any undesirable impacts on your automated schedule generation.

    Saved members automatically become part of the group. They receive an activation email. Planned members are included your current and future periods unless the scheduling start date is in the future.

Note: If a member does not active the account after receiving the initial activation email, send a reminder. See Reinvite a member to a group by sending a reminder.