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# 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)


![Figure 1 - Select Shift Planner tab](https://storage.crisp.chat/users/helpdesk/website/225d488d9db9b800/shiftplanner1_5urdj8.png)

* select the month for which you want to schedule employee shifts
* use a filter to select the employee you want to add.  (Figure 2)


![Figure 2 - Use the filters](https://storage.crisp.chat/users/helpdesk/website/225d488d9db9b800/shiftplanner2_16lum1h.png)

* choose the day you want to schedule and fill in the shift details: From-To, Project/Location, Activity and save (Figure 3)


![Figure 3 - Click on the day and fill in the shift details](https://storage.crisp.chat/users/helpdesk/website/225d488d9db9b800/shiftplanner3_gyk04e.png)

* the Drag&Drop function can be used to copy  the shift to another day (Figure 4)


![Figure 4 - Use the Drag and Drop function to copy the shift to another day](https://storage.crisp.chat/users/helpdesk/website/225d488d9db9b800/shiftplanner4_rl2qkq.png)

* selecting the Project/Location in the filter will show all the employees scheduled for this project/location (Figure 5)


![Figure 5 - Filter the Project/Location shifts](https://storage.crisp.chat/users/helpdesk/website/225d488d9db9b800/shiftplanner5_1ws57na.png)

## 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)


![Figure 6 - Click on the day to edit or delete shifts easily](https://storage.crisp.chat/users/helpdesk/website/225d488d9db9b800/shiftplanner6_pbi0mx.png)


|| Note: Using Shift Planner, only a shift schedule is created for the employee, according to which you can further fill in the attendance hours in the next step. You can fill in the attendance hours either [manually](/en/article/attendance-adding-and-editing-by-manager-18d4358/) or using the [auto-fill function](/en/article/attendance-auto-fill-function-3c9x1p/). 

|| Note: Only future shifts can be modified.

## 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


![Figure 7 - Exporting the shift plan](https://storage.crisp.chat/users/helpdesk/website/225d488d9db9b800/shiftplanner7_putds5.png)