How to add Shifts to the Shift Planner

If you have already created your Shifts, the next step is to assign them, to your employees. You can assign shifts, to a location, department or an employee.

Let me show you, how to create a shift plan, for location, ‘Paris’. Most of the employees in Paris, works from 8AM to 5PM on weekdays, so, I’m going to assign that shift as the default for this location.

Step 1: Choose the location

Step 2: Draw the plan

Step 3: Save the Shift Plan

Now, all the employees in Paris inherits this plan.

Now, let me go to an employee to show you that the plan has been applied to every one in Paris.

Now, let me show you how to create a Shift Plan for the HR Department in Paris. Most of the employees in the HR department work from 10AM to 6PM, so, I’m going to assign that shift as the default for this HR department in Paris.

Step 1: Choose the department

Step 2: Draw the plan

Step 3: Save the Shift Plan

Now, this plan overrides the plan from the location. All the employees in the HR department in Paris inherits this plan.

Now, let me go to an employee to show you that the plan has been applied to every one in the HR Department in Paris.

Now, one of the employees at the HR Department works during the night, 10PM to 6AM from Friday to Tuesday, so, I’m going to create a plan only for himself.

Step 1: Choose the employee

Step 2: Draw the plan

Step 3: Save the Shift Plan

Now, this plan overrides the plan from the location and the department.

Let me go to the employee to show you that the plan has been applied to him. If you are specifying shift plan for an employee, you should specify the plan for the whole calendar year.

The Shift Import option allows you to import employee shift plans from excel sheets. If you have shift changes very often, the Shift Detect option automatically detects shifts for each employee.