Using the Plan tab

Use the Plan tab to plan shifts in calendars for teams of employee resource.

Calendar shifts are not live until you choose to publish them. Published calendar shifts are displayed in the Manage tab.

Work through the following processes in the Plan tab:

1. Select a work area or add a new work area. Each shift is held in a work area and a calendar. For example, work areas could be ‘London’, ‘Manchester’ and ‘Birmingham’.

2. Select a calendar or add a new calendar. Each calendar holds team shifts made up of employees. Within ‘Manchester’, list calendars for ‘Headquarters’ and ‘Factory’.

3. Import a team and team shift pattern into the calendar.

4. Create a new shift.

5. Add, edit or delete shifts in a team calendar.

6. Add team resource (employees) to the shift pattern, or remove a resource that is no longer required in a team.

7. Publish a team calendar or an individual resource calendar.

In addition to these processes, you can also choose access further planning modules:

• Demand Management. Import, display and adjust critical demand and target demand so that you can deploy the right people in the right place at the right time.

• Tasks Management. Specify the number of employees required for each task and assign the employees on the shift to the required tasks.