In this document you will learn how to manually plan a worker’s shifts in Attendico ATS Cloud Planner, assign shifts or days off to specific dates, and save manual schedules.Manual scheduling lets an administrator decide which shift a worker works on each individual date. It is available for groups configured with Manual Planning.
Wozu dient diese Funktion?
Use it for non-standard rosters, irregular teams and employee-specific sequences that should not be generated automatically. A date can be assigned to a particular shift or marked as Day Off.
Vorbereitungen
- Create a group with Manual Planning enabled.
- Save shifts in the group.
- Add workers to that group.
- Open Planner for a date range within the allowed interval.
Optionen und Eingabefelder erklärt
- From / To
- Beginning and end of the visible planning period.
- Plan Rotation
- Opens the date-by-date assignment editor.
- Apply to All
- Applies one selected choice across all visible days.
- Copy Previous Day
- Copies the preceding day’s shift choice.
- Day Off
- Marks a date without an assigned shift.
Schritt-für-Schritt-Anleitung
- Open Planner and select the manually planned group.
- Choose the From and To dates, then click Show.
- Click Plan Rotation.
- Select the worker whose schedule you want to enter.
- For each date, choose one of the group’s shifts or Day Off.
- Use Copy Previous Day for repeated assignments or Apply to All only if the same choice is suitable for the entire visible period.
- Review every date carefully; changing a set of days can overwrite intended exceptions.
- Click Save.
- Reopen the relevant date range to confirm the planned assignments.
Was passiert nach dem Speichern?
Saved manual assignments are reflected in the Planner grid for the chosen worker and dates.
Wichtige Hinweise und häufige Fehler
- Workers marked Always Keep This Shift are excluded from date-by-date manual planning and generated using their fixed shift.