We’re thrilled to highlight a powerful capability of Wellbeing Warrior that transforms how you schedule and manage your organization’s initiatives. This versatile feature allows administrators to effortlessly set up recurring events, offering flexibility and ease by enabling you to seamlessly schedule and organize your initiatives.
Why This Matters
Traditionally, setting up recurring initiatives required manual calculations, often leading to time-consuming processes and potential errors. Wellbeing Warrior changes that by incorporating intuitive, standardized scheduling rules. This feature automates the process, making it easier than ever to schedule recurring initiatives.
"The simplified configuration process is a major win for administrators. It cuts down on setup time and minimizes errors, allowing you to focus more on fostering a positive company culture."
Getting Started: A Simple, Three-Step Process
- Create or Edit an Initiative: Whether it’s a coffee break, lunch roulette, or mentorship program, start by creating or editing an initiative.
- Navigate to the 'When' Label: Within the initiative form, locate the "When" label to access the new calendaring schema.
- Choose the Recurrence Combination: Select the combination that best suits your organizational needs from the various options available.
Practical Use Cases
- Weekly Compliance: Every Monday and Thursday
- Frequency: Weekly
- Days of Week: Monday, Thursday
- Repeat: Every week
- Bi-Weekly Meeting: Every Other Friday
- Frequency: Weekly
- Days of Week: Friday
- Repeat: Every other week
- Quarterly Kickoff: On the First Working Day
- Frequency: Monthly
- Monthly on: First working day
- Repeat: Every 3 months
- Annual Event: On the 31st
- Frequency: Monthly
- Monthly on: Chosen day (Note: Automatically set based on the "next date" value)
- Repeat: Every 12 months
Custom Scenario: Tailored to Your Needs
Frequency: Choose between Weekly or Monthly
Days of Week or Monthly on: Select based on your specific requirements
Repeat: Customize to fit any regular interval needed
This flexible setup allows you to configure events to match any unique schedule or recurrence pattern your organization requires. Whether it's daily, weekly, bi-weekly, monthly, quarterly, or annually, the options can be tailored to fit the specific needs of your events and tasks.
Frequency: Choose between Weekly or Monthly
Days of Week or Monthly on: Select based on your specific requirements
Repeat: Customize to fit any regular interval needed
This flexible setup allows you to configure events to match any unique schedule or recurrence pattern your organization requires. Whether it's daily, weekly, bi-weekly, monthly, quarterly, or annually, the options can be tailored to fit the specific needs of your events and tasks.
Important Reminders
- Set Your Start/Next Date: This specifies the exact day of the next occurrence for your initiative. Make sure the date is correctly set to match your desired schedule.
- Verify Your Time Zone: Ensure your time zone is correctly configured by going to "Account Settings" > "Time Zone." You can also confirm this by checking the information above the date picker.
- Define the Number of Occurrences: Use the "No. of occurrences" field to specify a fixed number of occurrences. If you want the event to repeat indefinitely, leave this field blank.
- Roulette Events: For events of this type, the "Instances Duration" label indicates the number of days the event must last before requesting feedback.
- Monthly on the 31st: If you schedule initiatives to run on the "Chosen day (31)," they will automatically adjust to run on the 28th or 29th in February and the 30th in months with no 31st.
Embrace the Future of Scheduling
This feature simplifies the scheduling process, allowing you to focus on what truly matters — enhancing your workplace environment. By streamlining your initiatives, you can allocate time and resources more effectively. Discover how you can make your scheduling more efficient and unlock new possibilities for your organization!