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Role items can be replaced by individual staff members directly in the segment. However, a suitable shift must always be booked for the staff member; this does not happen automatically.

  1. Open the staff segment, click in the staff role and then in the toolbar on auffaechern Assign staff member.
  2. A shift planner window with two lists of staff members will open. The top window lists all staff members who can fulfil this role. In the bottom window, the staff members from the upper list who already have a shift at the same time are listed with their respective roles and times.
    a) The "Open" column shows the percentage (%) of a staff member's capacity that is still available. If the column is empty, no shift has yet been entered for the staff member as yet.
    b) The "Capacity" column shows how much capacity is already booked. Staff have a maximum capacity of 100%.
    c) In the "Book" column, enter the percentage of the staff member's work time you wish to allocate.
  3. If staff members have already been flagged as "On duty", select this shift by ticking the "OK" column and confirm by clicking on OK.
  4. If a staff member has not yet been assigned a shift, create the shift directly on being prompted and then assign the staff member.
  5. To create the same shift for several staff members directly applying the event segment times, activate the "Save decision" option at the first enquiry and select "Auto-create shift". The decision can be set per user or (with the appropriate authorisation) for the company.
    To revert that decision, restore the default setting on the icon optionen Options tab > Hidden messages .
  6. If you do not want to create the shift at this time, book the staff member without a shift and assign the shift to the event later (Assign an existing shift to an event in the shift planner)