Shiftplan
Manage staff and schedules efficiently by setting up a shift schedule.
By Franzi and 1 other2 authors18 articles
- Understanding Shiftplan viewsFor Admins, HR-Admins: Learn how to navigate Shiftplan views: switch between week and month, choose a layout, set card size, filter employees, and view absences and hours.
- Delete shifts in bulkIn this article you'll learn how to delete unpublished shifts in bulk for an entire week, delete shifts selectively for specific employees, and delete multiple shifts individually without deleting a…
- Plan shifts efficientlyHow to use templates, copy shifts, bulk management, AI planning, import, and PDF export in Shiftplan.
- 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.
- Submit availability and unavailabilityIn this article you'll learn how to submit your availability and unavailability for shift planning by creating working hours entries with specific times or full-day blocks, and setting up recurring…
- Create shifts with AIIn this article you'll learn how to use the AI-Assistant feature to automatically generate shifts in Shift Planning.
- Set up employee availability in shift planningIn this article you'll learn how to enable the employee availability feature in shift planning settings, configure whether to display available or unavailable days, and understand how employees submit their…
- Manage shift plan conflict alertsFor: Admin, Manager Identify conflicts directly in Shiftplan and configure rules that enforce planning logic automatically or display them as warnings.
- 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.
- Edit shiftsIn this article you'll learn how to edit shift details and save your changes to update shift information.
- 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.
- 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.
- 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.
- Create and publish shiftsCreate shifts in Shiftplan, assign them to employees or as open shifts, and publish the schedule so your employees can see their roster.
- Reassign shifts to employeesIn this article you'll learn how to reassign shifts to different employees using manual reassignment or drag and drop methods.
- Delete shiftsIn this article you'll learn how to delete shifts from your shiftplan and optionally notify employees about the change.
- Set up ShiftplanLearn how to set up Shiftplan: activate locations, create work areas and roles, activate employees, and configure permissions.