How can I use the Shift Planner? How can I create Work Schedules? How can I allocate Shift Templates to Users?
Employee Time Tracking
Project Time Tracking
Leave Management
Additionally, this article only applies to Managers with "Full Employee Access"

Create Work Schedules

create-work-schedules

First of all work schedules need to be created. Navigate to the side menu Settings – Work Schedules and create the needed work schedules.

More information about Creating and Allocating Work Schedules can be found here: Different Types of Hours  and Work Schedules Overview

Create a new Work Schedule Rotation

create-work-schedules-rotation

To create a new shift template navigate to the menu Settings – Work Schedule Rotation. Click on Add and name your shift template. Already created work schedule rotations can be deleted at any time.

The amount of work schedule rotations you can create is unlimited.

Allocating Work Schedule Rotations

work-schedules-rotation-weekly-template

After you have created a shift schedule, you must assign the correct work schedules to this shift template. Each line represents in the column Weekly Template Plan  shows you exactly the start and end date of the desired week. Double-click in the column Work Schedule. Now you can open the dropdown menu by clicking on the small arrow. Select the desired work schedule.

When you allocate a work schedule rotation to an user, you must fill out the weekly work schedule regularly.

Allocate Users to a Work Schedule Rotation

work-schedules-rotation-user-management

After creating a shift template and filling in the weekly plan with work schedules, you have to allocate the work schedule to an user. Navigate to the menu Settings – User Management. Click on the desired user and open the menu Work Schedule, Public Holidays. Now you can allocate the work schedule to the user. Select from which day on the work schedule should apply and click on Save. 

Find out more about allocating work schedules here: Work Schedules

Didn't find what you were looking for?

Germany 0800 - 240 40 50
Austria 0800 - 240 40 50
Switzerland 0800 - 240 40 5
EU-International +43 (0) 316 587142
Switzerland 0800 - 240 40 5
EU-International +43 (0) 316 587142