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# Configuring an employee’s schedule, time tracking and group settings

Three places in the employee profile decide how that person behaves in the schedule: the **"Work schedule"** page (whether they are scheduled at all and what they see of their co-workers' schedules), the **"Time tracking"** page (whether they are required to record their hours and what identifiers they use) and the **"Group"** section on the **"Personal information"** page (which crew they belong to). That lets you match the visibility and the working mode of every employee to what the organisation needs.

|| Remember: These settings are configured by the Organisation Administrator, the Advisor and the Location Manager — the roles that manage the team list.

### How to open these pages

1. In the menu on the left click **Team** (the **ORGANISATION** group).
2. On the employee list click the options icon (three dots) next to the person you want and choose **"Details"** (you can also click the pencil icon).
3. In the settings panel on the left pick **"Work schedule"** (the **SCHEDULE AND REQUESTS** group) or **"Time tracking"** (the **TIME TRACKING** group). The group is set on the first page, **"Personal information"**.

You save all changes with the **"Save"** button in the action bar at the top — it only becomes active once you change something. Next to it there is a **"Unsaved changes"** / **"No changes to save"** indicator and a **"Revert changes"** button, which restores the last saved state.

# The "Work schedule" page

This page sets the employee's presence in the schedule and how much they see of other people's schedules.

![The Work schedule page with the visibility and schedule presence fields](https://storage.crisp.chat/users/helpdesk/website/-/3/1/2/4/3124ad20f50ccc00/ppen26-emp-schedule_5pb3lz.png)

### Disabled in work schedule

The **"Disabled in work schedule"** field works the other way round from its name and decides whether the employee takes part in schedule planning.

- **Cleared** — the employee is active in the schedule and appears when it is being laid out.
- **Ticked** — the employee is excluded from the planned schedule and is not visible while it is being created. The **"Hidden in locations"** and **"View-only locations"** fields become inactive then.

### Hidden in locations

The **"Hidden in locations"** field is a list of locations in which the employee will not appear in the schedule. Pick the locations they are to be hidden in — in the rest they will be scheduled normally.

### Visibility of co-workers' schedules

The **"Visibility of co-workers schedules"** field sets how much the employee sees of other people's schedules. There are three options:

- **Full visibility** — the employee sees the whole work schedule.
- **Same position only** — the employee only sees the people in the same position as themselves.
- **No visibility** — the employee sees only their own schedule with their own shifts.

### View-only locations

The **"View-only locations"** field lets you share the schedules of selected locations with the employee in read-only mode. The employee will see those schedules but will not appear in them as somebody being scheduled — nor do they have the right to edit, create shifts or change settings.

|| Remember: The field is not visible for the Organisation Administrator and Advisor roles, because those roles see every location anyway. If a view-only location is later assigned to the employee as their main or an additional one, the system removes it from the view-only list automatically and shows a notification about it.

# The "Time tracking" page

The **"Time tracking"** page covers the time recording of that employee — whether it is compulsory and which identifiers they use at the kiosk. The whole page is available only in licence plans with the time tracking feature; without it, it does not appear in the panel.

### Required use of RCP

Tick the **"Required use of RCP"** field if you want the employee to be obliged to track their working hours.

### Identifiers

The **"Identifiers"** section gathers everything the employee logs in to the kiosk with:

- **Card** — a proximity card; use **"Assign new card"** to link one.
- **Fingerprint** — enrolled at the kiosk itself, not from here.
- **Kiosk PIN** — the employee's individual code. **"Generate random"** draws a new one.

Under the section there is an **"Event log"** with the operations performed on the identifiers, who authorised them and when.

![The Time tracking page with the identifiers and the event log](https://storage.crisp.chat/users/helpdesk/website/-/3/1/2/4/3124ad20f50ccc00/ppen26-emp-rcp_gojz5f.png)

||| Caution: Generating a new PIN permanently replaces the previous one. The employee will need the new code in order to log in through the KIOSK.

More about time records in [Work time records – getting started](https://help.proplanum.com/en/article/work-time-records-getting-started-3jacoz/).

# The "Group" section

The **"Group"** section — at the bottom of the **"Personal information"** page — assigns the employee to a group (crew) defined in their main location. The members of one group are scheduled together — they appear side by side in the schedule and you create shifts for the whole team at once.

In the **"Assigned group"** field pick a group from the list or leave **"— No group"**. Only the groups defined in the employee's main location are available.

|| Remember: If there is no group in the employee's main location, the field is disabled with the message "No groups defined.". Groups are created in the location settings — see [Crew groups in a location](https://help.proplanum.com/en/article/shift-templates-and-groups-in-a-location-cmvmrl/).

The employee's work system (for example the equivalent or the weekend one) is configured in a separate tab — described in [Setting the work system and working time norms](https://help.proplanum.com/en/article/setting-the-work-system-and-working-time-norms-nd0bwx/).