It is recommended to first read the article about the basics of the schedule. You can then look at the schedule in different ways, depending on the information you need.
When would you choose 'Planning per team member'?
You quickly want to see how many shifts are scheduled for a team member.
You want to see the availability of a team member for that week.
You want to see in which venue a team member is working that week.
This article explains the specific functionalities of this view of the planning.
Team members (1)
Open shifts (2)
'Show' options (3)
Team members
Instead of teams, you will see all team members in a list. They are listed alphabetically. This gives you a quick overview of who is available or unavailable, who is sick or on leave and who is working that week. You can also create shifts for team members from here.
Open shifts
At the top you see all open shits for that week grouped together. You can easily drag and drop these open shifts to a team member.
Show
The 'Show' button can be used to enable or disable the information that you want to see in the schedule.
Per team member - Team member availability:
You see the availability of a team member for each day of the week. Or you can see when someone is on leave or sick.
Per team member - Planned hours in current week:
You can see how many hours or shifts team members are already been scheduled in the current week.
Per team member - Weekly hours on contract:
For team member with a fixed contract, you can see the weekly contract hours if wanted.Per team member - Current overtime balance:
If you are keeping track of the overtime balance, this will show the cureent. 'Current' means yesterday end of day (23:59 / 11:59pm).
Per planned shift - Team color:
If you picked a color for your team(s), you will see this in the schedule.
Per planned shift - Venue:
In case you work with more than one venue, it shows in which venue the shift takes place.
Per planned shift - Team:
If this is enabled, the team name is shown within the shift.
Per planned shift - Shift type:
If a shift type was selected for a shift, this will be displayed in the schedule.
Per planned shift - Functions:
If a 'Function' is assigned to a team member, a small icon is shown next to the team member's name.
Per planned shift - Note:
If a shift has a remark, this will be visible in the schedule.Show per day - Weather forecast:
This shows the weather forecast for a selected location.⚠️ Note: The forecast is only visible for maximum ten days in advance.
Show per day - Availability open / closed:
You can see if the submission of availability is enabled for that day or not.
Show per day - Hours with members vs. Total hours:
Per week or per day, you can see the number of hours plannen with a team member assigned versus the total hours planned. Thereby, you can easily recognise if there is still an open shift.
Show per day - Labour costs
When you have your labour cost and revenue in Eitje, and you set a labour cost target, this will show information like a labour cost budget for the day.
Extra rows - Events:
If you created an event, you will see it at the top of the page for each day.
