Shift Planners

Shift planner automatically prepares a shift plan for employees. Therefore, you do not have to manually list shifts for each day if you have users who have only one shift (e.g., the whole month's Morning) or shifts that are repeated regularly for them (e.g., week Morning, odd week Afternoon).

Shift planners are available in the User Menu Attendance - Shift Planner. Several default shift planners are created in your account after registration. They can be edited. Of course, you can create your own shift planners.

How to create a new shift planner

  1. Enter the User Menu - Attendance - Shift Planner
  2. To create a new planner click the Add button and name it.
  3. Select a new planner from the list, add a week by clicking +, and set the required shift for each day by clicking on the three asterisks.
  4. Save the changes.

The shift planner will show you how many hours per week you have planned.

How to assign a shift planner to specific users

  1. Go to the Human Resources agenda
  2. Select the person (or people using the checkboxes) to whom you want to give a specific shift planner.
  3. Select the planner to prepare their shift schedule, at the top of the detail in the Attendance card. 
  4. Save the changes. Shifts for the entire month are now ready in the Shift Plan agenda.