Group planner
Create personal rosters action
The 'Create personal roster' action creates a new Roster based on an existing sequence of planned shifts from the Group planner for all Employees in a Group. It is a quick solution for creating multiple Rosters using each individual Employees own ...
Copy periods action
The 'Copy period' action copies the planned Shifts for the currently selected Group and time period of the Group planner (e.g. day, week, month) forward to subsequent periods. The 'Copy period' action is available in the right-hand pane when the ...
Create named roster action
The 'Create named roster' action creates a new Roster based on an existing sequence of planned shifts from the selected Employee. Before creating a new Roster, a Supervisor can define a suitable set of planned Shifts for an Employee in the Group ...
Copy period to action
The 'Copy period to' action copies a selected Employees highlighted planned shifts to other employees. The 'Copy period to' action is available in the right-hand pane when a day or a range of days is highlighted for an Employee on the Group planner. ...
Rosters
Overview A Roster is a sequence of Shifts and may be one or more weeks long depending on the Employees work style. For example, a typical office worker might work a day of 9:00 to 17:00, except on a Friday, when they leave at 16:00, and at weekends ...
Shift actions
The Shift data type available in Calendars and Group planner allows a Supervisor, with access, to a number of actions. The actions available can be found in the right-hand pane when highlighting a date range on the planner that contains unprocessed ...
Group planner preferences
A Supervisor can access the Group planner preferences by selecting System preferences from the drop-down header pane and selecting Calendar from the feature list. Alternatively, when a Supervisor is on the Group planner page, a Preference icon is ...
Group planner
Overview The Group planner page displays the planned Shifts and planned absences of the selected Group with options to book absences and manage the Shifts and Rosters. By default, the page opens displaying the grid layout of the Group planner for ...