Schedule
Within this section you can create a Shift Plan and Requests.
Basic Settings
Top panel | |
|---|---|
Workplace | Select a workplace for which you create a schedule |
Period | Select a month you make this schedule for |
Width | Day: Selecting "Day" will create a schedule for a single day within the chosen period Week: Selecting "Week" will create a schedule for one week within the chosen period Period: Selecting "Period" will create a schedule for a selected month |
Create a Schedule Plan
To create a shift plan, select "Shifts" from the top right dropdown menu. After selecting this option, a proposed plan will be displayed as a scheme of the selected width.
Schedule’s Plan detail | |
|---|---|
Coverage/Demand | Displays data about the predicted demand, indicating how many agents were needed for a particular schedule plan, and whether this demand was met in reality |
Skill | The skill will be automatically displayed based on the selected workplace |
Add an employee | In the bottom left corner, you can assign employees to the plan. After clicking on it, you’ll need to fill out the necessary fields, such as:
|
Add a shift | Within the blank squares, you can click on the Plus icon (it will appear when you move the cursor over a blank square), to schedule an additional shift for a specific employee if required |
To display a shift trade overview, select “Shifts Trades” from the top right dropdown menu.
Coverage/Demand: displays the number of agents who have requested to swap shifts among themselves. You can then choose to allow or refuse these requests
To display an overview of shifts as a table, select “Table” from the top right dropdown menu. Here, you can assign shifts to selected employees by clicking the “Plus” button within the scheduled days.
Create a Request
To create a request within a specified width, you can either select "Requests" from the dropdown menu in the top right corner and add a “New Request,” or you can add it via the Dashboard by clicking on the top right corner and adding it there.
Request’s detail | |
|---|---|
User | Select an employee to whom this request pertains |
Request Type | Select a specific request type |
Shift | Select the shift within which an employee would like to apply this request |
Date | Select the date when the request will become active |
Description | Add a description |
After adding a new request, the employee's name will be displayed along with the created request on the chosen day.