Smartplan Knowledge Base

The planning tool

  • Intro: Efficient & fast shift planning with our versatile rota tool
  • How the template works
  • The logic of the template
  • Copying
  • Create shifts
  • Create or edit positions
  • Set up rules for your employees
  • Automatic planning
  • Filter
  • Avoid conflicts
  • Receive requests
  • Edit a published rota
  • Print or save your rota
  • How to extend your current rota
  • Explanations of the employee rules

Categories

  • Absence
  • Activation & login
  • Communication in Smartplan
  • User management
  • GDPR
  • General information
  • Getting started
  • Hours & salary
  • How to guides for employees
  • Locations
  • Shift swaps
  • Smartplan Assistant
  • Smartplan Punch Clock
  • Synchronize shifts to calendar
  • The planning tool
  • Time balances
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