Switch between week and month
Shiftplan shows the current week by default. To switch between the week and month view, click Layout in the top right and select Week or Month under View.
The first day of the week follows the week start configured in company settings, not the browser language setting. To adjust the week start, an admin can change it under Settings > My company.
Choose a layout
The layout determines how rows in Shiftplan are grouped. Click Layout and select one of the three options under Layout:
Layout | Rows show | When useful |
Employee | One row per employee | Overview of individual people, daily planning |
Role | Employees grouped by their roles | When you want to make sure all roles are covered |
Work area | Employees grouped by work area and location | Planning multiple areas (e.g. kitchen, cashier, warehouse) in parallel |
Employee view
The Employee view shows one row per employee with all assigned shifts. For each shift you can see the role, start and end time without break, shift duration, and location. Click (+) next to an employee's name on the desired day to create a new shift.
Role view
The Role view groups employees by their roles. When creating a shift, the role is already pre-selected — you only need to add the location and time. This reduces role assignment errors and gives you a better overview of which roles still need to be filled.
Work area view
The Work area view groups employees by work area and location. You can move employees between work areas using drag and drop.
Set card size
Card size determines how much information is visible on each shift card. Click Layout and select under Card size:
Card size | What is shown |
Compact | The fields configured under Shiftplan > Settings > View options (max. 2 selectable: role, start/end, duration, location) |
Extended | All available shift information |
Minimal | Role only — maximum number of shifts visible at once |
To set the fields for the Compact view, go to Shiftplan > Settings > View options and select up to two fields under Customise layout.
Go back to Shiftplan, click Layout, and select Compact under Card size.
The Compact view also works in the Role view:
Note: Card size applies to all users with access to Shiftplan. Only admins and managers can switch between Compact, Extended, and Minimal.
Filter employees
The filter bar above Shiftplan stays visible while scrolling. Select one or more filters and click Apply. To remove filters, click the X next to the active filter and click Apply again.
Available filter criteria: Location, Employee, Roles, Working areas, Tags.
Note: To jump to the top of the list, click the up arrow at the bottom right of Shiftplan.
Two additional filter options:
Only with shifts in range: Hides rows for employees with no shifts in the currently visible period. When this filter is active, the Employee filter is disabled, and vice versa.
Conflicts: Shows only employees with active conflicts. The number of current conflicts is shown at the top of the bar. Click Conflicts to activate the filter.
View absences, hours, and public holidays
Absences: A coloured bar on a day indicates an approved absence for that employee. Click the bar to see the type and period of the absence.
Hours per employee: A bordered coloured box showing planned hours is displayed next to each employee. Click the box to open the Details:
Row | Meaning |
Contracted hours | Contractually agreed hours in the period |
Time off | Approved time off periods |
Public holiday | Public holidays in the period |
Required | Hours actually to be scheduled (contracted hours minus time off and public holidays) |
Total planned | Shift hours scheduled so far |
Difference | Total planned minus Required — positive means over-scheduled, negative means still open |
Note: Whether the box shows the overtime balance or the working time account balance depends on which hours model your company uses. Both use the same field but with different calculation bases.
Public holidays: If Show public holidays in calendar is enabled under Shiftplan > Settings > View options, public holidays for the selected locations are highlighted directly in Shiftplan.
Frequently asked questions
Why doesn't my Shiftplan start on the right day of the week?
The week start is configured in company settings. If the displayed day of the week is incorrect, an admin can adjust the week start under Settings > My company.
I can't see all employees in Shiftplan. Why is that?
There are three possible reasons: the employee is not enabled for Shiftplan (check Shiftplan > Settings > Shift employees), the "Only with shifts in range" filter is active, or your permission profile restricts visibility to certain teams or locations.
What does the coloured bar next to an employee mean?
A coloured bar indicates an approved absence on that day. Click the bar to see the type and period.
What is the difference between Compact and Minimal?
Compact shows the fields configured under View options (max. 2). Minimal shows only the role and is the most space-efficient option. Extended shows all shift information.
Can I change the card size for myself only?
No. Card size applies to all users with access to Shiftplan. Only admins and managers can change it.