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Schedules and Plans

Creating Plans for Staffing Requirements
The Plan Manager tool allows you to define staffing requirements for particular positions and shifts. 

  • Image 1 : Access the Plan Manager from Schedules > Schedules & Plans  
  • Create a Plan by selecting Manage Plans on the left of your screen 
  • Click +Add 
  • Creat a Plan Name
  • For a given day of the week select +Add Positions
  • Define the staffing requirement for a particular position for the specified Start / End /Meal / Break times
  • Copy to other days of the week or define completely different staffing requirements for each day
  • Validate 
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