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Zwischen manueller Planung und Rotation wechseln

Each shift group has planning settings that determine whether its workers follow automatic rotation or have their dates planned manually. The two modes are mutually exclusive in the editor.

Wozu dient diese Einstellung?

Change the mode when the scheduling method for a team has genuinely changed, not merely to correct one employee’s individual day.

Vorbereitungen

  • Save the group and create its required shifts.
  • Review existing planned days and affected worker assignments before changing the group-wide scheduling mode.

Bedienelemente erklärt

Manual Planning (Russian Rotation)
Uses date-by-date assignment through Planner.
Rotating Group
Uses a repeating shift sequence and interval.
Always Keep This Shift
Worker-specific exception to both planning approaches.

Schritt-für-Schritt-Anleitung

  1. Open Shifts and Groups and select the existing group.
  2. Review Planning Settings and the current mode.
  3. To move to manual planning, enable Manual Planning; automatic rotation cannot remain enabled.
  4. To move to automatic rotation, disable Manual Planning.
  5. Ensure at least two shifts exist and enable Rotating Group.
  6. Configure the mode, interval and rotation sequence.
  7. Save the group.
  8. Open Planner and verify several dates for both ordinary and fixed-shift workers.

Wie geht es weiter?

The group’s saved planning mode changes the mechanism used to produce its schedule.

Wichtige Hinweise

  • Changing a group-wide option may affect many employees; test it with a representative schedule first.