Shiftplan
Manage staff and schedules efficiently by setting up a shift schedule.
By Franzi1 author14 articles
Create and use shift templatesIn this article you'll learn how to create shift templates, access templates created by other admins and managers, apply templates using drag and drop, and edit or delete templates you…
Set up recurring shifts in bulkIn this article you'll learn how to create recurring shifts for single or multiple employees using advanced options in the shift creation dialog.
Set up shift swap settingsIn this article you'll learn how to configure shift swap settings and manage visibility permissions for employees who want to exchange shifts with coworkers.
Create shifts with AIIn this article you'll learn how to use the AI-Assistant feature to automatically generate shifts in Shift Planning.
Publish shiftsIn this article you'll learn how to publish your scheduled shifts and configure notification settings before making them live.
Convert shifts between open and scheduledIn this article you'll learn how to convert open shifts to scheduled shifts by assigning them to employees, and convert scheduled shifts to open shifts by unassigning employees.
Set up Shiftplan profiles and permissionsIn this article you'll learn how to assign Shiftplan profiles with permissions and customize access levels for shift planning tasks.
Understand standard manager permissionsIn this article you'll learn how to understand the permissions and restrictions of the standard manager profile in Shiftplan.
View tracked time and overtime dataIn this article you'll learn how to view tracked time and overtime data in the weekly or monthly view, and access quick attendance snapshots through the employee list.
Create different types of shiftsIn this article you'll learn how to create open shifts and scheduled shifts in your shift plan.
Create and assign shiftsIn this article you'll learn how to add new shifts and choose between creating open shifts or assigning shifts directly to employees.
Plan capacity for ShiftsIn this article you'll learn how to set work hour capacity for each day and monitor whether your shifts are under, over, or properly staffed.
Edit shiftsIn this article you'll learn how to edit shift details and save your changes to update shift information.
Delete shiftsIn this article you'll learn how to delete shifts from your shiftplan and optionally notify employees about the change.