Work shifts > Work shift planner

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1. Move your mouse cursor over the desired employee's available day.
   
2. You can select the desired work shift from the list that appears under the cursor or you can enter a work shift with you keyboard.
   1. If you select a shift from the list, it will be automatically updated to the employee as an open work shift.
   2. If you enter the work shift with keyboard, you must press the Enter key. After that the work shift will be automatically updated to the employee as an open work shift.
3. Work shift can be modified by clicking it.

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• New and existing
• Only Valid
• With markings
• Without markings
• No shift in other project
• Not offered earlier that day
• Work shift wish
  
• Show only those who have sufficient skills
• Only if the work shift's customer is the employee's default customer

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• "Copy..." feature
  • Copy or move several shifts from several days at once
• Drag & drop
  • You can move, copy and swap individual shifts or task groups by dragging the shifts in the work shift planner and dropping then to new day or employee
• Work shift transfer, swap or copying -function
  
  • Can be found next to (anonymous work shifts) text
• By selecting work shift and changing the employee, which transfers the shift to that employee

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Drag and drop

Shifts can be moved, copied and swapped by dragging the shifts in the work shift planner view and dropping then to new day or employee, which opens Work shift transfer -window. In this window you can choose to move, copy or swap the shift. There can be found the instruction on how to use the short keys, which makes this function much faster to use.

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• Filter employees according to default customer
• Quick-search finds via project customers
  • While this is turned on, quick-search can be also used to search with the project's customer's name
• Show absent employees
• Only unconfirmed -filtering shall show
• Displayed employees without shifts
• Displayed shifts, offers and preferences

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Project's work shifts can be surrounded with chosen color, by selecting it from Projects tab's reporting settings. Projects > (Choose the right project) > Reporting settings > Work shift color code.

Hiding absent employees from work shift planning

Employees who are absent can be hidden from work shift planning in two different ways:

1. You can set employees who are absent for a longer period of time (for example on a vacation) to be hidden from work shift planning with the "Show absent employees" additional option.
   1. Open up the Additional option in the Work shift planner tab by clicking the "Additional options >" button.
   2. Set "No" to the "Show absent employees" setting. This hides absent employees from work shift planning.
   3. When an employee's absence ends, he or she will return to the work shift planning view.
2. Another way to hide employees is to set their projects to have an ending date. The employees are no longer visible in work shift planning after their projects aren't valid.
   1. Select the desired employee in the Users > Employees tab.
   2. Set an ending date to the desired project to the "Valid until" field in the "Employee projects" section.
   3. When the employee returns to work, you must remove the ending date so that the employee would return to work shift planning.

Temporary employees in work shift planning

You can define employees as Temporary employees in employee information in project settings.

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