Setting up the Shift Planner^M

Go to the Shift Planner for an overview of shifts in any given period of time. Various views offer insights into booked, offered or pending shifts, along with options for creating, changing or offering shifts to staff.

• Select your data sources

  Use the  Shift planner to assign shifts to all available staff. The data sources as well as  Staff properties available for filtering are defined in consultation with your Bp Event account manager when setting up the software.

  1. Go to the  Shifts and Staff tab and open the  Shift planner for an overview. The information conveyed will depend on the selection of Data sources.
  2. Select Shift to see all staff members belonging to the selected group or role, including shift times and roles. Staff without assigned shifts are also listed.
  3. Select All assigned shifts to see only those members of staff who have been assigned a shift (including sick leave, annual leave, etc.).
  4. Select Event segments: Assigned staff to see staff and staff roles that have been booked for a segment, regardless of assigned shifts and ordered per event.
  5. Select All staff on duty to see which shifts and, if applicable, which roles and/or events have been assigned per staff member.
  6. Select Inventory items to see staff, staff roles and inventory items that have been booked for a segment, regardless of assigned shifts.
  7.  Save predefined views as   User or  Group views (Using the calendar).
• Select your filters and view

  Choose the right view for your needs.

  1. Select the date, the number of days and the time in the top left-hand corner of the input window.
  2. On the right-hand side of the window, filter for which staff groups, roles or individual staff members you would like to see the shifts.
  3. In the   Calendar- or  Timeline views, you can create new shifts or work times or move existing ones by drag-and-drop, provided the data sources Shifts, All assigned shifts or Work times are enabled.