In this document you will learn how to read the planner and export a shift plan in Attendico ATS Cloud. Planner displays the workforce schedule by group and date. Its grid places dates in rows and available shifts in columns, with an additional area for days off or absences.
Čemu služi ova funkcija?
Use it to understand who is expected to work, switch between groups, inspect manual planning, and export the currently displayed schedule for operational reference.
Prije početka
- Create shift groups and shifts first.
- Assign workers to a group and a current shift.
- For manual groups, save date-by-date plans where required.
Objašnjenje opcija i polja
- Group Tabs
- Switch between groups without changing the whole configuration.
- From / To
- Set the period being inspected.
- Show
- Reloads the chosen period.
- MANUAL SCHEDULE / ROTATION
- Indicates how the selected group plans work.
- Print / Export Excel
- Create print or spreadsheet output of the displayed plan.
- History
- Opens the planner change history.
Postupak korak po korak
- Open Planner.
- Select the group using the group tabs.
- Set From and To to the period you want to review.
- Click Show.
- Read the rows as dates and the columns as the group’s shift definitions; check the Absent column for day-off or absence placement.
- Use the month navigation or Today to change the period.
- Choose Print to create a printable view, or Export Excel for spreadsheet output.
- Open History when you need to investigate a change rather than only reading the current schedule.
Šta se dešava nakon spremanja?
The displayed plan is a scheduling view. Exported or printed plans represent planned assignments, not necessarily final actual clock-in records.
Važne napomene i česte greške
- The Manual Schedule badge signals a group that needs date-based planning for eligible workers.
- Do not treat the Planner grid as proof a worker actually checked in; use Work Time Attendance for actual events.