Your employees' options in Smartplan

It should be easy to use Smartplan. Easy for both you and your employees.


In this article, we go through some of the things that your employees can do in Smartplan and which can remove some of the workload from your shoulders.


As soon as you fill out your employees’ emails they will be invited to your Smartplan account. Once they have activated their users, these are some of the things they are able to do:



Your employees can do all of these things both through the Smartplan app or when they are logged in on a computer. In this article, we show examples from the app.



How the employees can see their future shifts

In the app, your employees can see their future shifts on the page “Me”. At the top of the page, their next shift is shown and at the bottom they can see all of their future shifts.


They are also able to see available shifts which they have the positions to cover.

Actually, the employees do not even have to open the app to be able to see their next shift. They can also add our widget and have the shifts shown directly on the homescreen on their phone.



How the employees can write to each other

Your employees can write to each other (and you) through the menuitem “Messages”. This way, they can quickly send out a message if they for example need help covering a shift.


The only thing, the employees have to do, is add a title, choose recipients and then write the content of the message.

It is also possible to write messages directly on the days in the rota. You can read much more about that in this article.



How your employees can swap shifts

If your employees need to swap shifts with each other, this can be done with only a few steps.


On the page “Me” they simply choose the shift that they would like to swap. Then they will have two options.


They can either choose “Hand over shift”, where they will ask a specific colleague if that person can take the shift. The colleague will then receive a notification about the request.


They can also choose “Make shift available” and then all employees with the specific position will be able to take the shift in the rota. The employee will still have the shift until someone else takes it for them.

It is up to you whether shift swaps have to be approved by an admin. You can read much more about that in this article.



How the employees can see their hours

Your employees can get an overview of their attended and future hours through the menuitem “Me”. Here, they simply have to choose “Hours”.


They have to choose a period that they would like to make a look-up for and then they can see all hours within the chosen period.

If your employees some days have to work longer or leave early, they can easily correct their attendance. In this article, you can read more about how they do that.



How the employees request absence

The employees can request vacation or other kinds of absences themselves.


They simply have to click on “Absence” on the page “Me” and then they will be able to add it. When they add absence, they have to choose the absence period as well as an absence type (vacation, sickness etc.).

When the employees request absence, it always has to be approved by an admin. You can read more about that in this article.

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