Planning shifts in the scheduler grid

In this tutorial, you will learn how to use the scheduler grid in Workforce to efficiently manage and assign shifts to employees. Below is a detailed breakdown of each step in the process:

1. Accessing the Scheduler
   • Navigate to the scheduler within Workforce.
   • Adjust the scheduler to configure the date range, perimeter, shift type and scenario to view.
2. Viewing and Navigation
   • The default view will be weekly. You can use the arrows in the header to move between weeks or change the view to daily or monthly.
   • At the top, you will see the selected date range.
3. Shift Planning
   • In the Daily View:
     • Select the desired employee's row and drag the cursor to the desired end time to create a shift.
     • A panel will appear with the employee's name where you can adjust details such as start and end times, and work position.
   • In the Weekly View:
     • Right-click on the employee's row and select "Add shift".
     • Similar to the daily view, adjust the shift details in the panel that appears.
4. Managing Shift Statuses
   • Once shifts have been added, you can change their status to "completed" to mark the end of the working day.

For more information on how to manage shift statuses, see Managing Shift Status in the Scheduler.

This process simplifies schedule management and improves operational efficiency, allowing you to visualise and adjust shifts intuitively and quickly. Use these tools to maintain a clear and updated schedule, ensuring that all employees have clear and concise assignments.

Originally published at https://help.mapal-os.com/workforce/scheduling/scheduler-20/planning-shifts-in-the-scheduler-grid/