Getting started with schedules

• Getting started with the Schedule tool

  The schedule is one of Proplanum’s key tools — in one place you lay out, edit and publish the whole team’s work schedule.Some readers

• The employee list in the schedule

  The employee list is the schedule’s left-hand column — it shows who works at the location, how many hours they have planned and what it costs.Few readers

• Search, sorting and view settings

  Above the employee list you have a search box, filters (tags, contract type, role) and the View settings panel — you find and sort people and choose which data is shown next to employees and on the charts.Few readers

• Statistics in the schedule

  Statistics in the schedule help you keep an eye on staffing, costs and work time as you go — both hour by hour and as a summary of the whole period.Few readers

Work Schedule Planning

• Creating and managing a shift

  A shift is the basic element of the schedule — it gives an employee working hours, a position and breaks on a particular day.Some readers

• Copying and schedule templates

  When you lay out a similar schedule week after week, you do not have to plan everything from scratch.Some readers

• Employee availability

  Availability lets employees report when they can (or cannot) work, and lets you lay out a schedule that matches those declarations.Some readers

• Publishing schedule changes

  Publishing shares the finished schedule with employees.Some readers

• Exporting the schedule to PDF and Excel

  You can download a finished schedule as a PDF or Excel file — to print for the noticeboard, to share with employees or to work on the data further.Few readers

• Time off in lieu in the schedule

  Time off in lieu is a day off due for work on a Saturday, a Sunday or a holiday — you mark it in the schedule by hand or automatically, and the system watches over the number and the deadline.Few readers

• Open shifts in the schedule

  An open shift is a shift with no employee assigned, posted to a shared pool — willing employees take it themselves, and a manager can also assign a specific person.Few readers

Quick Work Schedule Generation Options

• Efficient schedule planning

  Laying out a schedule does not have to take days and end in constant corrections.Few readers

• Automatic schedule from templates

  If you already know the basics of planning in Proplanum, you can go a step further and let the system lay out the staffing for you.Few readers

• Automatic schedule from unassigned shifts

  If you already know the basics of planning, you can use automatic schedule generation — it speeds the work up, takes labour law rules into account and helps lay out the staffing faster.Few readers

Frequently Asked Questions (FAQs)

• Why does my schedule print out empty when I have shifts planned?

  An empty or incomplete PDF almost always has one of two causes: the schedule has not been published, or you are exporting a different view than you think.Few readers

• Why isn’t schedule generation working?

  Automatic generation will only lay out a schedule when it has something to work with.Few readers

• Why can’t I load a template?

  The most common cause is a mismatched view range.Few readers