Shiftplan overview

Here is an overview of all the step-by-step instructions you need to start using Shift plan on Kenjo!

There are a few things you need to consider before:

• You must have created your employees' profiles. If not, see how to create a new employee profile.
• You must have added work schedules to your employees. If not, see how to create work schedules and assign employees.
• You must have enabled Shift Plan in Settings.

Once you have these steps in place, you can start learning how to use Shift Plan with the following list of articles!

Configure the settings

To start using Shift Plan, follow the steps described in these articles:

• Set up Shift Plan settings
• Set up employees' profiles for Shift Plan

Manage day-to-day shifts

To start planning your shifts, follow the steps described in these articles:

• Plan capacity for Shifts
• Create multiple types of Shifts
• Manage shifts
  • Add a new shift
    • Add shifts with AI
  • Assign and reassign shifts
  • Edit shifts
  • Delete shifts
  • Convert shifts from open to scheduled shift (or vice versa)
  • Publish shifts
• Enable shift swaps
  • For employees: Swap a shift

Understand general concepts

When setting up Shift Plan or managing shifts, some questions might arise regarding work schedules, permissions, and layouts. To understand better, check these articles:

• Work schedules in Shift Plan
• Profile and Permissions for Shift Plan
• Employee and role layout

Finally, when onboarding your employees to Shift Plan, you can share with them the following article:

• Shift Plan for employees (Mobile)