Add a shift for a new employee

When should you use this?

This is used when an employee is not already visible in the operational plan for the period you are working with, but needs to be assigned a shift.

This may be relevant when:

• an employee is to work extra hours
• a new employee needs to be added to the plan
• a substitute is to be assigned a shift
• an employee without planned shifts needs to be scheduled for work
• you need to add a shift directly in the operational plan

How to add an employee to the operational plan

1. Go to Plan.
2. Open Operational plan.
3. Select Add employee in green at the top left.
4. Search for the employee you want to add.
5. Click Select for one or more employees.
6. Add employees to the plan.

Employees you add are shown at the bottom of the plan under Employees without shifts.

How to add a shift for the employee

When the employee has been added to the operational plan:

1. Find the employee under People without shifts.
2. Click the day where the shift should be added.
3. Select a shift using the green icon.
4. Select the correct shift.
5. Check any details, such as department, project, or other dimensions.
6. Save the shift.

The shift is then added to the employee in the operational plan.

Add more employees

You can add several employees at the same time if more than one person needs to be scheduled.

After they have been added, they are shown under People without shifts until you assign shifts to them.

Important to remember about filters

If you have active filters in the operational plan, shifts may look like they disappear.

This happens if you assign a shift to another department, another project, or another value than the ones shown by your filter.

The shift has not been deleted and is not gone. It is just not shown in the filtered view.

To see the shift again, you can:

• reset the filter
• change the filter
• add the department or project to the filter

Frequently Asked Questions

How do you add a shift for a new employee in the operational plan?

Select Add employee, find the employee, and add the person to the plan. Then click the relevant day and add the shift.

Where are employees shown when they have been added without shifts?

They are shown at the bottom of the operational plan under Employees without shifts.

How do you add the shift after the employee has been added?

Click the day the employee will work, and select a shift using the green icon or add a quick shift.

Why does the shift disappear after you add it?

The shift may be hidden by an active filter. If the shift is added to another department or project than the one shown by the filter, it is not shown in the filtered overview.

What should you do if the shift is not shown?

Reset the filter or change the filter so that it includes the department, project, or employees you added the shift to.