Enjoy the various components and features of Shiftplan using different views and layouts according to your needs. You can also filter your results using the integrating filters on the left-hand side of the screen.

TABLE OF CONTENTS

• Layouts
  • Employee Layout
  • Role Layout
• Views
• Filter your results

Layouts

Shiftplan gives you the option to have different layouts for planning shifts. Above your Shiftplan, click on the button "Layout". You can now choose between the employee and the role view.

Employee Layout

The employee layout shows a list of all employees and their scheduled shifts on the corresponding days. Here, you see every shift that has been assigned to an employee, featuring the following data:

• Role
• Shift times excluding breaks
• Shift duration excluding breaks
• Shift location

In this view, you can assign shifts to employees by clicking on the (+) button next to their name on the day you wish to schedule the shift. 

Role Layout

The role layout, on the other hand, shows a role-based list of employees. The employees are listed under their according roles with their assigned shifts on the corresponding day. 

The role layout can be sometimes a more efficient way to plan your shifts for the following reasons:

• Role based planning is faster, as the employee and role is auto-selected, and you just need to assign the location and time
• The layout gives a better overview for planning, as you can see exactly which role still needs shifts to be scheduled
• Fewer mistakes in role assignment occur, as the role and employee are already selected, and you do not need to remember every employee's preferred roles

In this view, you also assign a shift by clicking on the (+) button next to the employee's name, with the difference that the role has already been pre-selected.

Views

Currently, Shiftplan can be seen in only one view: Week. In this view, you have access to all components and features. In the near future, Shiftplan will also include a view on days and months. 

Filter your results

Use the Filters based on Locations, Employees and Role, to help you get a better overview for planning your shifts.

Over your weekly Shiftplan, choose the filter(s) you wish to use. Then, click on APPLY FILTERS. You now have a more specific overview of your planned shifts for all your locations, roles, and employees.

If you then wish to exit the more specific view, simply click on the "X" next to your applied filters, then click APPLY FILTERS again. 

Note: When scrolling down in Shiftplan, the filter bar will stick to the top, so the filters are always accessible to you.