Work Schedules Management

Video Instructions

Here you will be able to see how to manage work schedules for employees.

Legend for video:

• Create shift planning. (0:11 - 1:05)
• My team planning. (1:08 - 1:41)
• My shift planning. (1:44 - 2:04)
• Request a paid vacation. (2:07 - 2:45)
• Request home office. (2:48 - 3:09)
• Worked balance for a given month. (3:11 - 3:32)

Shift Management

This module enables users to perform multiple operations related to day-to-day team schedules management.

• For display and filter options, check the Data Listing and Data Filtering sections.
• Users can easily switch between actual, next week, or next month schedules from the quick access buttons on the top left-hand side of the screen.
• Additional information about an employee's attendance for the quarter is displayed when selecting the employee's record.
• Ensure the "Padlock" is locked when working on the schedule to prevent changes by other users.

Module "Employee Schedule Selection"

Operations

Manual schedule modification can be performed as follows:

• For one user - one shift: Double-click on the shift to update and select the new code from the dropdown list.

• For one user - multiple shifts: Multiple shifts can be modified with copy/paste functionality similar to MS Excel.

Additional Functionalities

Expand the list of options from the "Menu" next to the "Filter" button to access these functionalities:

• Auto-fill schedule: Quickly populate a department's schedule for a specific period.
• Approval of a department's schedule: Validate department schedules at the end of the month.
• Manage shift codes: Create, modify, or delete shift codes.
• Supervised teams: View a list of departments where you have modification and approval rights.
• Manage delegations: Delegate modification or approval authority to colleagues within your department, displaying the department you’re in and allowing you to assign rights to staff members accordingly.
• Stats: View monthly and annual shift planning statistics with data export options.

Planning with Shift Codes

This module provides an overview of team schedules with shift codes, and the data can be exported to Excel.

Approved Vacation Requests

The Approved Vacation Requests table displays employee codes, department, company, personal details, vacation type, leave dates, and working days, with options for search, export, and print

Monthly Shift Planning Stats

This module provides detailed monthly shift planning statistics, which can be exported to Excel.

Worked Hours Breakdown

Reports the working hours for a selected period.

Call-out and Overtime Hours

Reports the approved requests in the "Overtime Requests" module.

Stand By

Reports the approved standby requests in the "Overtime Requests" module and the standby hours as per the shift planning.

Granting Privileges to a Specific Group

You can grant full privileges to a group to modify work schedules. This can be done in the module "Settings" under the configuration parameter "groups_permitted_to_change_shifts", which accepts a comma-delimited string.