Work with Schedule Plan

Add a New Schedule plan

1. Enter a Schedule Plan Name.

2. Click the ADD button to create a new Schedule.
   

Set up Schedule Grid

Open your Schedule Grid from Shedule list.

• Select a Workplace:

• Select a Period:

• Click Calculate Needs button:

• Click Add Employee button

1. Transfer the required employees to the shift plan.

2. Click Assign/Update button.

Shift Plan Day View

1. Each schedule column consists of four 15-minute segments.

2. In the sidebar we see a list of required skills, and a list of assigned employees.

3. Background color of needs:

   1. Grey = No need

   2. Orange = Unsatisfied need

   3. Green = Satisfied need

4. Needs can be adjusted → click on need item (See Need Adjustment Page).

5. You can add a shift to an employee by clicking on the schedule cell in the employee row (See Add Shift to Employee Page).

Need Adjustment

1. Min Required -> Select desired number of employees.

2. Select From/To.

3. Click the UPDATE button.

Add Shift to Employee

• Select Shift type :

• Section Breaks. Enter the time at which the employee will take the given break.

• After adding all shifts to the employees in the shift schedule. Click on the Publish button.

• In the Schedule list you can view the shift schedule with the prepared status.