Creating shifts^M

Dienste können speziell für Veranstaltungen angelegt, oder auch ganz allgemein für einen gewissen Zeitraum geplant werden. Für festangestellte Mitarbeiter mit regelmäßigen Arbeitszeiten empfiehlt sich das Anlegen von Seriendiensten, während Aushilfen nur bei Bedarf Dienste zugewiesen bekommen.

• Create a single shift for a staff member

  Create an individual shift for a specific staff member (sick leave, annual leave) either via the shift planner or the staff item.

  1. Open the  shift planner on the desired date.
  2. Select the staff members in the upper filter window Groups, Roles Staff .
  3. Right-click on the desired staff member in the Staff column at and create a new  shift . Alternatively, open the shift roster via   Basis >  Staff >  shift roster >  Create a new staff member and search for staff.
  4. Enter the service category (on duty, sick, free, unavailable, etc.), start and end dates and times.
  5. If desired, enter the personnel role that the employee should take on.
     Hinweis: Es werden nur vorher zugewiesene Rollen angezeigt. Die Zuweisung erscheint nicht in der Veranstaltung und dient nur als Anhaltspunkt bei der Personalplanung.
  6. Optionally, you can assign the shift to an existing event via the selection list.
     Hinweis: Diese Zuweisung erscheint nicht in der Veranstaltung und dient nur als Anhaltspunkt bei der Personalplanung.
  7.  Save your input by clicking on the icon in the top left-hand corner of the input window.
  8. Der gespeicherte Dienst wird ab sofort im  Dienstplaner unter den Datenquellen Dienstplan und Dienstübersicht angezeigt.
• Create a recurring shift for a staff member

  Services that are repeated regularly over a certain period of time can be copied or created directly as  Serial service .

  1. Select the desired staff member from the list on the right  via Basis  > staff members  >   shift Planner .
  2. Right-click on the staff member and select  Series shift
  3. Create so  shifts that repeat regularly. Other shift categories are not available here.
  4. Das Eingabefenster für Serienanlagen öffnet sich.
  5. In the top line, enter the validity period of the series and the times of the service.
  6. Darunter geben Sie die Wiederholungen und Ausnahmen an.
  7. Check the entries in the preview, and save with .
  8. Alternatively, create a new service and select  Save >  Serial copy.
• Create the same shift for multiple staff members at the same time

  If several staff members are to be assigned the same shift category (shift, training, free etc.) at the same times, go to  shift planner.

  1. Go to the   Staff and Shifts tab on the function bar and click on  Shift Planner.
  2. Filtern Sie in der rechten Spalte die gewünschten Mitarbeiter nach Personaldetails, Dienstkategorie, Rollen und Datum bzw. Uhrzeit.
     Note: The data and times entered here apply to the search and can still be changed for the service itself.
  3. In der Auswahlliste finden Sie alle Mitarbeiter, die den Suchkriterien entsprechen. Wählen Sie mit gedrückter STRG-Taste die gewünschten Mitarbeiter aus.
  4. Right-click in the selection list and select  shift.
  5. Das Eingabefenster für Dienste öffnet sich.
  6. Geben Sie die Dienstkategorie, Datum und Uhrzeit, sowie wahlweise Personalrolle und Veranstaltung an.
     Note: The date and times are preset with the search times, but can be overwritten.
  7.  Save your input by clicking on the icon in the top left-hand corner of the input window.
• Copy shifts

  Daily or weekly plans that remain largely the same can be copied and applied to further periods.

  1. Go to the   Staff and Shifts tab on the function bar and click on  Shift Planner.
  2. Use the number of days to select a period of up to seven days or the monthly view.
  3. Click on  Rosters copy.
  4. From the list of shifts displayed, select those you want to copy by holding down the left mouse button and confirm with  Apply.
  5. Enter the date to which the selected services are to be copied.
     Note: The time intervals between the services remain the same.
     Bsp.: Dienste an drei aufeinanderfolgenden Tagen werden ebenfalls auf drei aufeinanderfolgende Tage kopiert.
• Change a shift category

  The category of existing services can be changed at any time, for example if an employee falls ill and another has to be called in from holiday.

  1. Go to the   Staff and Shifts tab on the function bar and click on  Shift Planner.
  2. Right-click on the desired service and select a new service category (Free, Service, Illness).
  3. Alternatively, double-click on the service to open the input window and select the new category in the horizontal toolbar. This is always necessary if the times need to be changed.
     Example: A previously "all-day" entry  "Illness" is changed to the category "Duty", for which there are time limits.
• Change multiple shift categories

  Gelegentlich - zum Beispiel im Krankheitsfall - kann es sinnvoll sein, die Kategorie für mehrere Dienste gleichzeitig zu ändern.

  1. To change several services of an employee, open the desired employee via  Basis >  Staff >  Search .
  2.  Gehen Sie zum Reiter  Dienstplan und  löschen Sie die gewünschten Dienste.
  3.  Alternatively, you can directly create new services that overwrite the old ones.
  4. To change the category of several staff at the same time, open  Staff >  Duty planner.
  5. Select the desired staff members in the right-hand list by holding down the Ctrl key.
  6. Right-click  shift and enter the new shift category and possibly Date and Times . 
  7. Check the changed shift and break times.
• Change shift times

  Die Zeiten für einzelne Dienste ändern Sie direkt im Dienst über den Dienstplaner.

  1. Go to the   Staff and Shifts tab on the function bar and click on  Shift Planner.
  2. Double-click on the desired shift to open the input window.
  3. Enter the new times and  Save your input by clicking on the icon in the top left-hand corner of the input window.
• Delete one or more shifts

  Services can only be deleted for each employee individually, not for several staff at the same time.

  1. Go to the   Staff and Shifts tab on the function bar and click on  Shift Planner.
  2. Right-click on the desired service and select  Delete.
  3. Alternatively, double-click on the service to open the input window and select  Deletein the horizontal toolbar.
  4. To delete several services of an employee at the same time, open the desired   Staff >   Duty roster, select the desired services in the list by holding down the Ctrl key and select Delete  from the horizontal toolbar .