Using the Plan tab

Use the Plan tab to plan shifts in calendars for teams of employee resource.

Note: Calendar shifts are not live until you choose to publish them. Published calendar shifts are displayed in the Manage tab.

Work through the following processes in the Plan tab:

  1. Select a work area or add a new work area. Each shift is held in a work area and a calendar. For example, work areas could be ‘London’, ‘Manchester’ and ‘Birmingham’.
  2. Select a calendar or add a new calendar. Each calendar holds team shifts made up of employees. Within ‘Manchester’, list calendars for ‘Headquarters’ and ‘Factory’.
  3. Import a team and team shift pattern into the calendar.
  4. Create a new shift.
  5. Add, edit or delete shifts in a team calendar.
  6. Add team resource (employees) to the shift pattern. or remove a resource that is no longer required in a team.
  7. Publish a team calendar or an individual resource calendar.

In addition to these processes, you can also choose access further planning modules:

  • Demand Management. Import, display and adjust critical demand and target demand so that you can deploy the right people in the right place at the right time.
  • Tasks Management. Specify the number of employees required for each task and assign the employees on the shift to the required tasks.