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Role items can be replaced by individual staff members directly in the process. In addition, however, a suitable shift must always be booked for the staff member, this does not happen automatically.

  1. Open the staff process, click in the role item and then in the horizontal toolbar on auffaechern Assign staff members.
  2. A duty planner window with two lists of staff opens. The top window lists all staff who can fulfil the desired role. In the lower window, the staff from the upper list who are already scheduled for the same time are listed with their respective roles and times.
    a) The "Open" column shows the percentage (%) of an employee's capacity that is still open. If the column is empty, no shift has yet been entered for the employee.
    b) In der Spalte „Kapazität“ wird angezeigt, wieviel Kapazität bereits gebucht ist. Mitarbeiter haben eine Kapazität von höchstens 100%.
    c) In der Spalte „Buchen“ geben Sie an, wieviel Prozent der Arbeitskraft des Mitarbeiters Sie zuweisen möchten.
  3. If staff members are already marked "On duty", ticking it in 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 request and then assign the staff member.
  5. If you do not want to create the shift at this point, 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)