Planning settings in the location
This article is intended for Organization Administrators, Advisors, and Location Managers in Proplanum. In each location, you can customize the work schedule settings according to your needs and preferences.
Log in to the web version of the Proplanum application. You will find yourself on the main dashboard.
From the top toolbar, select the "Locations" tab.
Select the location you want to edit by clicking the three-dot icon on the right side and choose "Edit".
From the left sidebar, select "Scheduling".
Remember: In the Proplanum system, setting values are defined by default, but you can change them according to your needs.
Default shift length - here you specify how long a standard work shift lasts in a given location - default is 8 hours.
Default break length - specify the duration of the standard break for employees - default is 30 minutes.
Default billing period - choose how long the billing period will last - default is 1 month.
Visibility of coworkers' schedules - in this section, you set who can see the work schedules of other employees. Options include:
- full visibility - the employee will see the schedule with all planned shifts of all employees.
- full visibility without availability - the employee will see the schedule with all planned shifts of employees, but without availability.
- visibility for the same position - the employee will see the schedule of all planned shifts, but only for the specific position to which they are assigned.
- no visibility - the employee sees only their own schedule.
The default setting is "No visibility", which means that employees only see their own schedule.
All these settings are crucial for effective time management and ensuring that employees have clarity about their working hours, breaks, and schedule visibility.
How to configure scheduling settings?
Log in to the web version of the Proplanum application. You will find yourself on the main dashboard.
From the top toolbar, select the "Locations" tab.
Select the location you want to edit by clicking the three-dot icon on the right side and choose "Edit".
From the left sidebar, select "Scheduling".
Remember: In the Proplanum system, setting values are defined by default, but you can change them according to your needs.
Basic settings
Default shift length - here you specify how long a standard work shift lasts in a given location - default is 8 hours.
Default break length - specify the duration of the standard break for employees - default is 30 minutes.
Default billing period - choose how long the billing period will last - default is 1 month.
Work schedule
Visibility of coworkers' schedules - in this section, you set who can see the work schedules of other employees. Options include:
- full visibility - the employee will see the schedule with all planned shifts of all employees.
- full visibility without availability - the employee will see the schedule with all planned shifts of employees, but without availability.
- visibility for the same position - the employee will see the schedule of all planned shifts, but only for the specific position to which they are assigned.
- no visibility - the employee sees only their own schedule.
The default setting is "No visibility", which means that employees only see their own schedule.
All these settings are crucial for effective time management and ensuring that employees have clarity about their working hours, breaks, and schedule visibility.
Updated on: 31/07/2024
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