# The team planning

> In Weplanify, the planning says who works, when and where, week after week; the slots stay as drafts until you publish them to your employees.

- Product: Weplanify (https://weplanify.io)
- Section: Scheduling
- Web page: https://weplanify.io/docs/planning?lang=en
- Other language: https://weplanify.io/docs/planning.md
- Last updated: 2026-09-29

In Weplanify, the planning (**Time → Planning** menu) gathers your teams' slots: a slot is an employee, a day, a schedule, a site and a job.

![The week's planning: morning, day and evening slots, hours of each employee](https://firebasestorage.googleapis.com/v0/b/weplanify/o/docs%2Fplanning%2Fmaj-2026-09-28%2Fpl-semaine-2d4c2444.webp?alt=media&token=c83ca4ef-0476-4891-a103-c3e8e2c4ffa8)

## Steps

1. Prepare your [schedules](https://weplanify.io/docs/planning.horaires?lang=en) (Morning, Day, Evening, Night) and your [jobs](https://weplanify.io/docs/planning.postes?lang=en).
2. Fill the week: [slot by slot](https://weplanify.io/docs/planning.creer-un-creneau?lang=en), with the [usual week](https://weplanify.io/docs/planning.planning-recurrent?lang=en), by [copying a week](https://weplanify.io/docs/planning.copier-une-semaine?lang=en) or by [generating the week](https://weplanify.io/docs/planning.generer?lang=en).
3. Check the [alerts](https://weplanify.io/docs/planning.alertes?lang=en): leave, double bookings, understaffing.
4. [Publish](https://weplanify.io/docs/planning.publier?lang=en): employees receive their planning on the [mobile app](https://weplanify.io/docs/application-mobile.planning?lang=en).

## Good to know

- The **Hours** column compares planned hours with the contract's hours ("37 h 30 of 40 h"); going over shows in colour.
- The **Planned staff** row counts, day by day, the planned employees; a weak day is flagged.
- The planning is the reference for the [time clock](https://weplanify.io/docs/pointage?lang=en) and the [monthly payroll](https://weplanify.io/docs/paie.presence?lang=en). To find your way: [views](https://weplanify.io/docs/planning.vues?lang=en) and [filters](https://weplanify.io/docs/planning.filtres?lang=en).

## Related guides

- [Create a slot in the planning](https://weplanify.io/docs/planning.creer-un-creneau?lang=en) — In Weplanify, a slot says who works, on which days, at what time, on which site and in which job; it is created as a draft, for one or several employees.
- [Edit or delete a slot in the planning](https://weplanify.io/docs/planning.modifier-un-creneau?lang=en) — In Weplanify, clicking a slot opens its window to change the employee, the schedule, the site or the job, or to delete it from the planning.
- [Move or copy a slot by drag and drop](https://weplanify.io/docs/planning.glisser-deposer?lang=en) — In Weplanify, drag a slot to another day or another employee to move it, or hold down Alt to copy it instead, without typing anything again.
- [Offer an open slot](https://weplanify.io/docs/planning.creneau-ouvert?lang=en) — In Weplanify, publish a slot without a name, for example extra help on Saturday: the employees it is offered to can take it from their phone.
- [The planning views](https://weplanify.io/docs/planning.vues?lang=en) — In Weplanify, switch from the week's planning to the month's, and read it by employee, by job or by schedule, in hours or in codes (M, D, E, N).
- [Filter and sort the planning](https://weplanify.io/docs/planning.filtres?lang=en) — In Weplanify, show only the site, group or job you care about, choose what the slots display, and then sort the employees in the order you need.
- [Create the work schedules (Morning, Evening, Night)](https://weplanify.io/docs/planning.horaires?lang=en) — In Weplanify, define the Morning, Day, Evening and Night schedules once, with their break and days, then pick them in one click in each slot.
- [Manage the planning's jobs](https://weplanify.io/docs/planning.postes?lang=en) — In Weplanify, keep the list of jobs (driver, storekeeper…) used in slots up to date; each job's colour outlines its slots so the grid is easy to read.
- [The planning's workspaces](https://weplanify.io/docs/planning.espaces-de-travail?lang=en) — In Weplanify, a workspace is a separate planning, per department or per site, with its own members, its own schedules and its own set of teams.
- [The usual week (recurring planning)](https://weplanify.io/docs/planning.planning-recurrent?lang=en) — In Weplanify, an employee's usual week comes back on its own every week, shifted days off included, without typing the same slots over again.
- [Copy a previous week into the planning](https://weplanify.io/docs/planning.copier-une-semaine?lang=en) — In Weplanify, copy one of the six previous weeks onto the week shown in a single click, when your rotations look alike from one week to the next.
- [Act on several slots at once](https://weplanify.io/docs/planning.selection-multiple?lang=en) — In Weplanify, select several slots to edit, copy or transfer them, turn them into an absence or into a team, or delete them all in a single go.
- [Create an absence from the planning](https://weplanify.io/docs/planning.signaler-une-absence?lang=en) — In Weplanify, record that a scheduled employee will be absent straight from their slots, without leaving the planning or typing the dates again.
- [Generate the week automatically](https://weplanify.io/docs/planning.generer?lang=en) — In Weplanify, let the planning share out mornings, evenings, nights and rest days according to your criteria: leave, night duty, fixed hours and days off.
- [Plan by teams and rotations](https://weplanify.io/docs/planning.equipes-et-rotations?lang=en) — In 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.
- [Publish the planning](https://weplanify.io/docs/planning.publier?lang=en) — In Weplanify, publish the week so that your employees see their slots: as long as they are drafts, only the people managing the planning can see them.
- [The planning alerts](https://weplanify.io/docs/planning.alertes?lang=en) — In Weplanify, spot before publishing the slots in conflict (leave, double booking) and the days when the minimum staffing level is not reached.
- [Leave a note on the planning](https://weplanify.io/docs/planning.notes?lang=en) — In Weplanify, leave an instruction on a period or a site, such as a stocktake, a visit or a closure, visible to everyone who opens the planning.
- [Set a minimum staffing level per site and job](https://weplanify.io/docs/planning.objectifs?lang=en) — In Weplanify, set how many people you need at the very least per site, job and shift, and be warned whenever the planning falls short of that level.
- [Add custom fields to slots](https://weplanify.io/docs/planning.champs-personnalises?lang=en) — In Weplanify, add to every slot a piece of information specific to your business, such as the vehicle, client or zone, and show it in the grid.
- [Export the planning to PDF](https://weplanify.io/docs/planning.exporter-pdf?lang=en) — In Weplanify, download the planning shown as a PDF, in compact initials or in full hours, to put it up in the break room or to send it around.
- [View your schedule on mobile](https://weplanify.io/docs/application-mobile.planning?lang=en) — See your week in the Weplanify app: hours, break, position and location for each day, and your shift's task list.
- [Employee time clock](https://weplanify.io/docs/pointage?lang=en) — In Weplanify, the Time entries screen shows, day by day, each employee's arrival and exit against what was planned, and what is left to fix.
- [Prepare the month's time and absences](https://weplanify.io/docs/paie.presence?lang=en) — In Weplanify, the Time and absences step gives each employee's paid days, leave, absences and overtime, taken from the source chosen for their site.
- [Manage leave and absences](https://weplanify.io/docs/absences?lang=en) — In Weplanify, the Leave and absences screen gathers the whole team's requests, as a list or a calendar, with the requests to approve shown first.
- [Create an absence or leave](https://weplanify.io/docs/absences.creer?lang=en) — In Weplanify, enter an employee's absence or leave in three choices: who, what and when; the balance after the absence shows before you save.
- [Getting started with Weplanify](https://weplanify.io/docs/demarrage?lang=en) — In Weplanify, the web is for managers and the mobile app is for employees: here is where to start, from creating the account to the first published schedule.
- [An employee's hours, days off and overtime](https://weplanify.io/docs/employes.fiche.temps-de-travail?lang=en) — In Weplanify, the usual hours on the record serve as the reference on days when the employee has neither a shift in the planning nor a standard week.
- [Payroll in Weplanify](https://weplanify.io/docs/paie?lang=en) — In Weplanify, the monthly payroll is prepared in five steps, from time, absences and variable elements up to the payslips, the payment and the closing.
- [See who is present, late, without an exit or absent](https://weplanify.io/docs/pointage.liste-du-jour?lang=en) — In Weplanify, the tabs of the day's list sort employees into present, late, no exit, absent or rest day, with a count for each of the groups.
- [Hours worked and planned hours on the dashboard](https://weplanify.io/docs/tableau-de-bord.pointage-vs-planning?lang=en) — In Weplanify, the dashboard compares the hours clocked over the period with the hours planned in the schedule, and shows where overtime is being done.
- [See who has arrived today from the dashboard](https://weplanify.io/docs/tableau-de-bord.sites?lang=en) — In Weplanify, the dashboard's Attendance today card counts live, shift by shift, the employees who have already arrived out of all those expected.