Each employee can have an individual schedule or one corresponding to the company's schedule. There are several ways to set up working intervals for your staff.
1. Quick changes
For quick changes, go to Staff – Management, then Shift plan.
You'll see one-week planning. By using filters, you can choose planning for particular locations and branches. Data switchers change the interval.
In the mobile version, go to 🀜 More - Staff - Shift plan. You'll see a schedule for the chosen weekday, and you can also scroll the schedule via the date selector below.
You can view the schedule and change or delete it in this tab.
By taping on one of the slots, you'll see the tab where you can change or delete intervals. To delete intervals, choose a Day off option.
In the mobile version, for fast employee schedule setup, do the following:
1.2 Several days selection
In the desktop version, you can collect several days when you, or your staff, work. For example, weekdays/weekends, even/odd days, all working days, or separate intervals. After this, set the work hours for all dates together:
1.3 Export and Print
The schedule can be exported into a file or printed via a 3-dot menu in the upper right corner.
2. Scheduling setup for employee
Except for instant edits, you can also set up a long time, up to never-ending schedules. Choose Staff – Management in the left vertical menu, then Shift Plan. Then select the employee whose schedule you want to set up.
In the mobile version, go to the menu 🀜 More - Staff - Schedule. After that, select the employee or asset.
2.1 Edits within a month
Click on the Select button, then choose separate days, odd/even, weekdays, weekends, or the whole month. A modal tab, Set up or Day off, will appear then.
In the mobile version, mid-month edits are applied either to individual days or to all selected days of the month:
2.2 New Schedule
Click on the New shift plan in the upper right corner. You will see a tab for schedule creation, mentioning location and employee.
Set up the period for the new changes. If you select No end date, this scheme will prolong eternally until you manually change it.
For each workday, you can add 1 or 2 intervals. The intervals can also be copied for other days:
The schedule settings window looks identical in the mobile version. You can get into it through the New Schedule button in the 3-dot menu:
Pay attention that these edits will change the current schedule.
2.3 Follow the location schedule
The system allows you to minimize routines if 1 or several employees work only when the location is open. Click on the 3-dots menu and choose Use calendar's location.
You can copy the location’s calendar and set the endless following. The good news about this feature is that the schedule edits will automatically influence connected staff and locations.
2.4 Export & Print
The schedule can also be exported into a file via the 3-dot menu in the upper right corner.