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Service Schedule Settings Overview

In the shift planning settings, you can activate various functions and customize the shift plan to your needs.

You can access this area via
Shift Plan > Settings (top right).

In the shift planning settings, you can activate the following functions:

Vacation
Administrators are informed and can accept/reject absences. This option allows employees to not independently enter vacations; instead, they must first be accepted by the administrators of your business. The employee without administrator rights can only create vacation requests. Please note that vacation for online booking is only accepted once the administrator has approved the vacation.

Edit working hours
Team members can edit their own working hours even without Employee rights. This option allows employees who should not have scheduling rights to still edit their own working hours.

Edit absences
Team members can edit their own absences even without Employee rights. This option allows employees who should not have scheduling rights to still edit their own working hours.

Breaks
If you use Shift plan exports, legally required break times can be automatically added to exports:

  • If working time exceeds 6 hours, a 30-minute break is automatically deducted.
  • If working time exceeds 9 hours, a 45-minute break is automatically deducted.

Events
So-called setup times are considered Events. If you use events in the shift plan, you can specify here that these should be counted as working time and not as break time.

Application example:
Your employees start at nine in the morning, but must first spend 15 minutes preparing and cannot yet receive customers. These preparation times can be entered in the shift plan and easily carried forward in the shift schedules.
Alternative solution: Instead of permanently entering preparation in the shift plan, you can also automatically assign preparation time to appointments and services. This is blocked directly before the respective appointment without you having to manually maintain events.

Number of shifts
If you plan work shifts directly in the calendar, you can use this function to keep track of how many shifts have already been scheduled for individual employees.

More articles on shift planning settings:

  • Absences
  • Weekly templates
  • Team templates
  • Display / block holidays
You can find detailed information on the shift plan here.
Categories: General, General Settings
Tags: Dienstplaneinstellungen
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