The planning view allows you to see all your schedules and your employee’s shifts.
- Click the Schedule tab, in the left sidebar of the page, select Calendar mode.
- You have two ways to create a shift:
- Select a time slot in the calendar by dragging your cursor.
- Click the purple icon identified by a +.
- A new window will open.
- Enter all the required information :
- The start date of the shift.
- The start time of the shift.
- The end time of the shift.
- If the end time isn’t known, turn on Variable end time. The employee’s schedule will still be considered busy for the entire period entered.
- In the case of recurring shifts, define the recurrence.
- The team to which the shift is assigned.
- Position to occupy
- The shift’s location.
- If several employees are required for the same shift, select the number of employees that are required.
- Assign shifts to employees or adjust invitation settings as needed.
- Indicate whether the shift includes a paid preparation period or an unpaid break.
- Enter a message or additional directions to share with other invited employees on the shift.
- You can also select the draft box so that employees won’t immediately see the shift. You can make it visible at any time.
- Voilà!