Schedule settings: way of working, night and rules
In 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.
In Weplanify, the schedule settings are used by every generation. They are your company's rules, not the law: set them the way you work.
Steps
- In the generation, click Set up at the top right. The first time, the setup goes through the tabs one by one.
- Way of working: Everyone has their own planning (pharmacy, shop, cleaning) or By rotating teams (factory in 3 shifts, security).
- Night, if the space has a night shift: Everyone, or Some people, taking turns. For a guard, put the group in order, then set Nights in a row, Rest days after and Starting on.
- Rules: sentences in groups (rest, hours, night and guards…). Click a rule for its value and strength, or Add a rule: who · what · when · how many, for example "Pharmacists work on Sunday, 1 out of 2, in turn".
- Usual split: how many people you usually need, per job and per day. In grey, the number suggested from who can come; in bold, your choice.
Good to know
- Days off: exactly 1 day a week by default, everyone working all their other days; or at least N days, everyone coming only when people are needed.
- Approved leave comes before the guard, and the guard before a rule.
- Hours are read from each employee's contract. While the rule "Everyone works their contract hours, no more" is off, going over is only flagged; once on, the schedule keeps to it. See also the weekly duration.
- Strength of a rule: never crossed (the place stays empty and the report says so), if possible, or off. With teams, the Teams tab replaces Night (teams and rotations).
Go further
Generate a schedule in three stepsIn 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.Weekly duration: company and employee recordIn Weplanify, the company's weekly duration applies to everyone unless an employee record has its own; a change can also be applied to those records.Plan by teams and rotationsIn Weplanify, plan a whole team at once and rotate your teams over the morning, evening and night shifts with a ready-made rotation model to start.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.