Organize regular schedules or forecast projects in a long term basis. Create shifts to manage your tasks, assign employees, and stay organized at a high level.
Organize your team by roles
Go to
. Optionally, go to the Employees application, select the respective employee, and under Work Information select the Default Planning Role.
Make shifts recurrent
While creating a shift, select Repeat and configure as needed, saving you from the need of re-planning it.
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Note
Repeated shifts are generated for the next six months. A modification is possible in Developer mode, from Settings.
Tip
To duplicate a shift in the Gantt view, press CTRL + drag and drop.
Save shifts as templates
If creating a shift on the fly and know you might use that template in the future, click on Save as a Template.
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Tip
To create a template in advance, go to
.Duplicate a planning from the previous week
When in the Gantt view, either under Schedule by Employee, Role or Project, instead of re-planning shifts that have been planned before, simply click on Copy Previous Week.
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Note
The integration with the Time off and Employee applications, show you grayed cells to the days when the employee does not work and is on vacation time, for example.