Manual Shift Planner
1. Shift planning
- click on the Employees in the main menu
- select Shift Scheduler tab in the secondary menu on the top of the screen (Figure 1)
- select the month for which you want to schedule employee shifts
- use a filter to select the employee you want to add. (Figure 2)
- choose the day you want to schedule and fill in the shift details: From-To, Project/Location, Activity and save (Figure 3)
- the Drag&Drop function can be used to copy the shift to another day (Figure 4)
- selecting the Project/Location in the filter will show all the employees scheduled for this project/location (Figure 5)
2. Editing scheduled shift
- click the specific day with a shift you want to edit or delete
- edit the record as needed
- save the changes or delete the shift record (Figure 6)
3. Exporting the shift plan
- on the Shift Planner tab, select the project/location
- you will see the scheduled shifts for the chosen months and project/location
- hover mouse over the large plus sign on the right side of the screen and select Export (Figure 7)
- the shift plan will be saved to your computer in xlsx format
Updated on: 19/09/2023
Thank you!