Generate a schedule in three steps
In Weplanify, generate the schedule of the week on screen, or of four weeks, in three steps: who works, the split, then check and publish the draft.
In Weplanify, the Generate button of the planning prepares a draft from your schedule settings. Example: Pharmacie du Plateau in Dakar, with its pharmacists and sales staff in the morning and evening, and one person on guard at night.
Steps
- In Time → Planning, go to the week to fill, then click Generate. At the top, check the period: one week, the next one or 4 weeks.
- 1 who works: every employee of the space, with their job in grey and what is different this week. Approved leave is already taken into account. The Included switch leaves someone out of this schedule; tap a name for their availability and preferences.
- 2 split: how many people you need each day, morning, evening and night, for each job. Change a number if this week is different.
- 3 check and publish: the calculation starts by itself. Read the places not covered, then publish.
Good to know
- For next month, switch the planning to the month view, click Generate and choose 4 weeks: the calculation starts on the first Monday of the month.
- Tick several people: a bar at the bottom offers Availability and preferences, Leave and Uncheck all. Leave entered here by an administrator is approved at once; for anyone else, the request follows the usual approval circuit.
- Nothing is published before you click. A day already clocked or past never changes, and a locked shift stays where it is.
- Set up, at the top right, opens the schedule settings. The « … » menu keeps the previous generator.
Go further
The team planningIn Weplanify, the planning says who works, when and where, week after week; the slots stay as drafts until you publish them to your employees.Schedule settings: way of working, night and rulesIn Weplanify, the schedule settings say how your space works: everyone on their own or rotating teams, who works nights, and your rules written as sentences.Availability, people « as needed » and the reserveIn Weplanify, set when each person can come; a contractor paid per presence can come « as needed », only when people are needed and never for extra days.Adjust the split of the weekIn Weplanify, the split says how many people you need each day, morning, evening and night, per job: change a number and read what it changes first.Check and publish a generated scheduleIn Weplanify, the last step calculates the schedule, shows every place not covered with its reason and a one-click fix, then publishes the schedule.The previous generator and its criteriaIn Weplanify, the current generator fills the week from a list of criteria; to generate step by step with your own rules, use Generate a schedule instead.Copy a previous week into the planningIn Weplanify, copy one of the six previous weeks onto the week on screen, after a confirmation, when rotations look alike from one week to the next.