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Scheduling with ShiftPlanning

Scheduling with ShiftPlanning

Manage schedules, shifts and respond to employee request as a Manager. Request to trade, drop, release or pick up shifts and manage the shifts as an employee.

By Yasir and 1 other2 authors97 articles

Sync Schedule with Apple Calendar

Sync Schedule with Google Calendar

Managing Your Staff Schedules and Shifts

Add Employee & Position on Schedule

Create Shifts and Use Shift Templates

Schedule Templates

1-minute Shift Increment

Break Rules Conflict

Create an Open Slot shift

Create an Empty Shift

Create Recurring Shift

Update Recurring Shift

Edit, Remove or Add Shift Breaks in Recurring Series

Edit Start or End 'Time' of a Shift

Edit the ‘Position’ of a Shift

Add a 'Title' to a Shift

Add 'Skill(s)' to a Shift

Add 'Remote Site' to a Shift

Assign or Remove Skill(s) on Shift

Adding Shift Notes

Auto-fill Shift Based on Skill(s)

Assign Employee(s) to a Shift

Assign 'On-Call' Employee(s) to Shifts

Assign Staff from Other Position to Shifts

Edit Shift Breaks

Delete or Clear Shift Breaks

Create, Edit or Delete Work Units

Assign Work Units Values

Edit ‘Worked’ Work Units Values

Seniority-Based Track and Scheduling

Auto-Fill Shift

Publish Shifts & Schedules

Manage Schedule Conflicts

Auto-Fill Schedule

Drag and Drop a Shift to Copy and Move

Add Schedule Notes

Edit Schedule Notes

Delete Schedule Notes

Shift Approvals

Inline Shift Approval

Unapprove the Shifts

Edit Approved Shifts

Un-acknowledge Shifts on Behalf of Your Staff

Display and Impact of Overnight Shifts

Maximize Your Productivity with Schedule Views and Filters

Schedule In Employee View

Schedule In Position View

Schedule In List View

Schedule In Visual View

Schedule View Filters Overview

Filtering Schedule by 'My Schedule'

Filtering Schedule by 'Schedule Overview'

'Leave Schedule' Filter & 'Unapprove Leave' Request

Filtering Schedule by 'Staff Availability'

Filtering Schedule by ‘Shift Type’

Filtering Schedule by 'Remote Sites'

Filtering Schedule by 'Skills'

Filtering Schedule by 'Employees'

Filter, Segment or Search the Schedule

Schedule Actions

Print and Save Schedule

Import Schedule

Copy Forecast Data

Add Custom Forecast and Rules

View, Edit, Determine and Import Forecast/Hour Graph

New Shift Creation Experience

Delete, Clear and Restore Schedule

Clear A Schedule

Delete Recurring Shift

Restore Shift(s)

Managing and Responding to Employee Requests

Manage and Assign a Drop Shift

Managing a Shift Release Request

Approving Shift Release Request

Rejecting Shift Release Request

Removing Shift Release Request

Managing a Shift Trade Request

Approving Shift Trade Requests

Rejecting Shift Trade Requests

'Approve or Reject' an Open Shift Request

Approval Process of ‘Worked’ Work Units

Manage Your Shifts, Trade, Drop, Release and Pick up Shifts

Release a Shift

Track Your Shift Release Requests as an Initiator

Remove Your Shift Release Requests as an Initiator

Accept or Reject a Released Shift

Trade or Swap Shifts

Track Your Shift Trade Requests as an Initiator

Remove a Shift Trade Request as an Initiator

Accept or Reject a Shift Trade

Trade and Release Shifts based on Skill(s)

Requesting to Pick Up an Open Shift

Shift Acknowledgment

Submission of 'Worked' Work Units