Scheduling with ShiftPlanning

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89 articles in this collection
Written by Eva Rogers
Scheduling Shifts

Add a 'Title' to a Shift

How do I add a title to a shift?
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Add Employee & Position on Schedule

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Add Skill(s) to a Shift

Add skills to a shift to filter employee abilities
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Adding Shift Notes

Add shift notes to provide employees with details or instructions
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'Approve or Reject' an Open Shift Request

After publishing open shifts you'll need to approve or reject them, here's how!
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Assign Tasks

Assign tasks or sub-tasks to a shift
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Assign Work Units Values

Assign work units to a shift
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Assigning Employee(s) to a Shift

Assign an employee or multiple employees to a shift
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Assigning On-Call Employee(s) to Shifts

How to assign on-call employees to a shift
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Assigning Staff from Other Position to Shifts

How to assign staff from other positions to a shift.
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Auto-Fill Shift

Auto-fill shifts by random selection of available employees
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Auto-Fill Schedule

Use "Auto-Fill Schedule" to assign staff to empty and open slots
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Updated this week

Block Leave Requests for Specific Dates

Block out Holidays or special events from Leave Requests
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Update or Change Shift Breaks

Shift Break management - All you need to know
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Creating Recurring Series

Set Recurring Shifts to save time managing the schedule
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Create Shifts and Shift Templates

Use Shift Templates to set your schedule or Create individual Shifts
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Delete Shift Breaks

Remove an existing Shift Break from within a published shift
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Drag and Drop a Shift to Copy and Move

...created a shift in the wrong place? Drag it or copy it to another spot.
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Edit the Start or End Date of a Shift

You started a shift on the wrong day. No problem, we've got you covered.
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Edit 'Time' of a Shift

Shift start and End times are editable. Don't forget to publish them again once you've updated them.
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Edit Staff Availability

Edit or update staff availability on their behalf.
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Edit ‘Worked’ Work Units Values

Work units have been submitted, but you've got an update. Check out this DIY article.
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Editing a Recurring Series

A recurring series can save a ton of time. Sometimes they also need to updated.
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Inline Shift Approval

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Updated over a week ago

OnCall Shifts

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Open Shift Requests

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Overnight Shifts

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Publish Shifts & Schedules

After the schedule is created you'll have to publish it before it can be viewed.
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Schedule Conflicts

Learn all about Conflicts in your Schedule. What are they? How to manage them.
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Schedule Notes

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Updated over a week ago

Schedule Restore

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Schedule Shift Breaks

Give 'em a break! Set up Shift Breaks within a shift.
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Seniority-Based Track and Scheduling

Answering the question, "How do I schedule according to seniority?"
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Create an Open Slot shift

Use Open Slots to let employees fill shifts on their own
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Set Remote Site to a Shift

From your Computer Applies to Managers, Supervisors, Schedulers
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Shift History

View a Shifts History from within the Shift Edit Window.
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Create Schedule Templates

How to save or bookmark a past schedule for future use.
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Work Units, Values and Submission

Work Units are permission based. Learn how to submit them, here.
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Tasks Management

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Updated over a week ago

Unapprove Leave Requests

Did you approve a leave request you shouldn't have? Reverse it through an Unapproval process.
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Vacation Schedule

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Approval Process of ‘Worked’ Work Units

Approve, edit or delete work units.
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Remove Required Skill(s) on Shift

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Updated over a week ago

Assign Required Skill(s) on Shift

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Updated over a week ago

Restore Shift(s)

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Updated over a week ago
Schedule Views and Filters

Schedule Overview

Using Schedule Overview allows you to see the entire schedule.
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Filtering by 'Leave Schedule'

See what employees are on Leave within a date range
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Filtering by 'My Schedule'

Your Schedule only.
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Filtering by 'Staff Availability'

Who's available? Use Staff Availability to check which employees can be assigned to a shift.
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Filtering Schedule by 'Employees'

Need to check on a specific employees schedule, leave or availability?
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Filtering Schedule by 'Remote Sites'

From your Computer Applies to Managers, Supervisors, Schedulers, Employees
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Filtering Schedule by 'Skills'

You need Liam Neeson's skills for a specific shift...How do you ensure he's the right guy for the job?
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Filtering Schedule by ‘Shift Type’

‘Shift Type’ allows you to narrow down to view your schedule by filtering according to the shift types.
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Employee View - Shiftplanning

The Employee View shows you each employee and their shifts.
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List View - Shiftplanning

A slimed-down, no frills way to view the schedule.
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Position View - Shiftplanning

See shifts based on employee name, location & position
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Visual View - Shiftplanning

Use color codes to identify position based schedules
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Schedule View Filters

Narrow your view of the schedule by using a variety of filters
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Schedule View - Shiftplanning

Use date ranges to see your or your employees schedules
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