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Scheduling
Scheduling
18 articles in this collection
Written by
Eva Maria Aguado Castro,
Cristina Skov,
and
Saad Saeed
Shifts
Create and edit Shifts
Learn how to create or edit Shifts on the Planday web or the Planday app.
Written by
Saad Saeed
Updated over a week ago
Move, copy, delete and approve Shifts
Learn essential actions around working with Shifts in the Planday web and the Planday app.
Written by
Saad Saeed
Updated over a week ago
Open shifts, Shift requests and Shift swaps
Learn about these dynamic scheduling options and how to manage these changes on the Schedule.
Written by
Saad Saeed
Updated today
Create and use Shift types
Put labels on Shifts to easily identify them on the Schedule and use them for payroll or reporting.
Written by
Saad Saeed
Updated over a week ago
Scheduling tools
Scheduling with Positions and Sections
Use the Positions view on the Schedule when it is essential to adequately fill in areas of your business.
Written by
Saad Saeed
Updated over a week ago
Schedule filters
Learn how to apply filters to the schedule to find specific Shifts easily and review your schedule without making changes.
Written by
Eva Maria Aguado Castro
Updated over a week ago
Create and use Schedule templates
Create Schedule templates in Planday to make scheduling efficient. Apply templates and finish your schedule in minutes!
Written by
Saad Saeed
Updated over a week ago
Add or remove Employees from Schedule templates
Best practices to update and apply your Schedule templates when employees leave.
Written by
Saad Saeed
Updated over a week ago
Schedule based on Availability preferences
Make scheduling easy by using Availability to track when your employees want to work and when they can't.
Written by
Saad Saeed
Updated over a week ago
How to use Contracted availability for employees
Mark specific days or periods in which you have agreed with your employee to work and use it as a guide for accurate scheduling.
Written by
Saad Saeed
Updated over a week ago
Hide days or periods on the Schedule
See how to hide certain days or periods from the employees when creating a schedule.
Written by
Saad Saeed
Updated over a week ago
Leave a note on the Schedule
Ease communication with your staff and Schedule managers by adding comments and headings to Shifts.
Written by
Saad Saeed
Updated over a week ago
How to use the Auto-schedule tool
Learn how to save time on scheduling with the Auto-schedule tool.
Written by
Saad Saeed
Updated over a week ago
Scheduling tools – advanced
How to use Contracted hours for Schedule overview
Use Contracted hours, keep track of worked hours, see differences in scheduled or approved hours and transfer overtime hours.
Written by
Saad Saeed
Updated over a week ago
How to see Schedule history and edits
Use Schedule history to see a record of all changes made to the Schedule, including who created, edited or deleted a Shift and when.
Written by
Saad Saeed
Updated over a week ago
Set up and use Skills
Use Skills to limit specific shifts to only employees with particular abilities.
Written by
Saad Saeed
Updated over a week ago
How to create and use Scheduled jobs
This article will show you how to automate various tasks, processes and notifications in Planday with Scheduled jobs.
Written by
Saad Saeed
Updated over a week ago
Auto-schedule: advanced settings
Written by
Cristina Skov
Updated over a week ago