Documentation Manual
< All Topics<
Print

Shift Planner

.

Shift planner depicts employee Schedules, it helps to simplify the process of dealing with the immense workload and aids in creating an ideal shift work schedule.

.

Use Case:

.

Say, you are having trouble dealing with the workload, Shift planner will help you to create and manage a planner.

.

Let us see how we do it.

 How to Access Shift Planners:

.

1. Go to Dashboard > Shift planner

2. You land on the Shift Planner overview page. Here you get to see the following features. Let us check them in detail.

.

Screenshot (40)

                                                         Figure,01

.

The above-displayed Calendar appears on the overview page, you can change planner mode with the effect of month week, and day and access previously added plans.

.

Adding Planner:

.

Click on Dashboard>planner.
Employees list will be displayed in front of you.

.

Screenshot (41)

Figure 02,

          

Just click on plus shows in front of the Employees name with date and date.
After click on + Bar ,
The following card pops up.

Screenshot (42)

Figure 03,

What is in the Form:

.

Start time: When the shift starts.
End time: when the shift ends.
Break: A pause in work.
Note: Note regarding the employee.

.

Create: Click on create button shift planner is created.

Cancel: Click on the cancel button to discard the information.

Search Carousel: To look for the planner using the official name, day, and date.

Screenshot (43)

Figure 04,

.

Moreover, you can check and add new planners from the Date section, which gives access to all schedules.

Screenshot (44)

                                                       Figure05,

Furthermore, on this page, you will get different options like:

                   

Publish shifts: You can publish shifts by clicking on them.
Copy shift: To copy just press and copy.
Add and filter: You can enter shifts from here.
Send schedule via email: You can send a shifting routine with this section.
Print the shift: Print shifts from here.
Share shift: You can share shifts with this button.

                                           figure 06,

Reports:

The reports section will help in accessing the planner with the help of graphs regarding dates, days, and names.

.

Screenshot (46)

                                                     Figure 07,

The reports overview page has different options like:

.

Daily: Click on daily and graph based detail planner displays.
Monthly: Press on monthly, month-based schedule displays.
Employees: This bar gives details about employees’ planners.
Branch: It describes different branches that are represented with various colors.
Leaves: Total leaves detail.
Leaves by Employee. Press and find leaves by Employees.

.

You can also find reports regarding a particular employee of a company easily with just one click.

Screenshot (47)

                                                            Figure 08,

.

It has three requirements:

Date: Enter a specific date regarding concerns.

Offices: Add concerned departments.

Employees: Enter Employee’s name.

.

Apply: Click on apply and the planner of a specific person will display.

Reset: Press reset to remove the added information.

.

Settings:

Click on settings.
Following form displays.

.

Screenshot (48)

                                                         Figure 09,

.

What is in this Form:

.

The week begins: Select the day from which the week starts.

Time format: Select the time format as 12/24 hours.

Date format: You can select the date format from this bar.

Shift notes: You can set note preferences with this bar.

Break: paid /unpaid

.

Save: To save all the settings click on the save button and your settings are saved.

.

Content