After you have set up all of your necessary settings, it is now time to add your first shift. There are two types of shifts you can plan: an open shift and an assigned shift. To add a new shift, navigate to Shiftplan > Schedules. Here, you will see an overview of this week's plan. Click on (+) ADD SHIFT.
You can now decide on the details of the shift you are planning. Only those fields with an asterisk (*) are mandatory to create the shift:
- First up, you need to decide how often this shift is repeated in the week. Choose the days of the week, if any, that you want the shift to repeat itself. If no repeating days are selected, the system will create a single day shift by default.
- If you enable advanced options, you can set this same shift to repeat periodically, selecting the frequency of repetition and on which it should be the end date.
- Next, you decide on a starting time, an end time, and a break duration. Kenjo will show you the total hours, excluding the break.
- As a next step you have to decide the location of the shift and, optionally, a working area, for example, a specific floor or section.
- Next, select what role should be working this shift, for example, whether it is a shift for a manager, service staff, kitchen staff, etc. You can optionally decide to add a tag, for example, if a language needs to be specified.
- Following that, you can leave the shift as an open shift. If you leave the shift open, it indicates that you are not yet ready to assign an employee to the shift or nobody has taken up the shift till now.
- In the final step, you can add a note to the shift, in case there is anything the assigned employee needs to know especially while working on this shift.
- Click on SAVE.
Alternatively, you can already assign a shift to an employee. If you do so, Kenjo will save you time by showing you the employees that match your shift requirements. Based on the repeating days, role and location that you selected, the shift planning tool gives you a recommendation on who could be the right fit for the shift. You just have to follow all the steps of the open shift and additionally the following steps:
- Click on the drop-down menu and see the list of the employees that match your requirements for the shift. The employee information that matches is shown with highlighted tags
- Otherwise, under "Everyone else", you can still choose an employee with either a role OR location that match partially or not at all with your requirements.
- Hover the mouse over each number to see the extra details for that employee (such as different extra roles and locations)
- After you are finished filling in all the information, click on "SAVE".
- The shift will be saved in an "unpublished/draft mode" and the publish button will get activated.
For more information on types of shifts you can create on Kenjo, refer to this article.
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