Shiftplan
Manage staff and schedules efficiently by setting up a shift schedule.
By Franzi1 author24 articles
Customize Shiftplan layouts and filtersIn this article you'll learn how to customize your Shiftplan layouts by switching between employee and role views, adjusting the monthly overview, and toggling filters on or off.
Delete shifts in bulkIn this article you'll learn how to delete unpublished shifts in bulk for an entire week, delete shifts selectively for specific employees, and delete multiple shifts individually without deleting a…
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.
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…
View time off in ShiftplanIn this article you'll learn how to view employee time off in your shiftplan and manage time off requests.
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.
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.
Work schedules and Shift PlanningIn this article you'll learn how to set up and manage work schedules using company schedules, employee-specific schedules, and work schedule templates.
Create a new shiftIn this article you'll learn how to create a new shift by configuring its details, schedule, location, role requirements, and optional assignments.
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.
Create work schedules and assign employeesWe’ve improved Work Schedules by integrating Shift Planning and Attendance, making it possible to manage all types of working patterns. You can now support both regular and highly flexible work…
Capacity Planning in ShiftplanCapacity planning helps you make sure you have enough people at the right time. It compares: How many people you need (required shifts) and how many people you have planned…