Group Planner

Rosters

Overview. A Roster is a sequence of Shifts and may be one or more weeks long depending on the Employees work style. For example, a typical office worker might work a day of 9:00 to 17:00, except on a…

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Updated by Karishma

Copy periods action

The 'Copy period' action copies the planned Shifts for the currently selected Group and time period of the Group planner (e.g. day, week, month) forward to subsequent periods. The 'Copy period' actio…

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Updated by Karishma

Create named roster action

The 'Create named roster' action creates a new Roster based on an existing sequence of planned shifts from the selected Employee. Before creating a new Roster , a Supervisor can define a suitable set…

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Updated by Karishma

Copy period to action

The 'Copy period to' action copies a selected Employees highlighted planned shifts to other employees. The 'Copy period to' action is available in the right-hand pane when a day or a range of days is…

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Updated by Karishma

Group planner preferences

A Supervisor can access the Group planner preferences by selecting System preferences from the drop-down header pane and selecting Calendar from the feature list. Alternatively, when a Supervisor is…

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Updated by Karishma

Shift actions

The Shift data type available in Calendars and Group planner allows a Supervisor , with access, to a number of actions. The actions available can be found in the right-hand pane when highlighting a d…

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Updated by Karishma

Shift Lock To

The latest release of T&A 8 introduces the Shift lock feature. The Shift lock functionality allows users to set up Supervisor accounts with the ability to lock an Employees' Planner to a certain date…

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Updated by Karishma

Create personal rosters action

The 'Create personal roster' action creates a new Roster based on an existing sequence of planned shifts from the Group planner for all Employees in a Group. It is a quick solution for creating multi…

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Updated by Karishma

Group planner

Overview. The Group planner page displays the planned Shifts and planned absences of the selected Group with options to book absences and manage the Shifts and Rosters. By default, the page opens dis…

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Updated by Karishma

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