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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

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

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

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

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

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

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 or using the auto-fill function.

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

Updated on: 19/09/2023

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