It is recommended to first read the article about the basics of the planning. You can then view the schedule in different ways, depending on the information you need.
When would you choose 'Planning per team'?
You want to know what the schedule for team 'Service' looks like.
You want to know how many hours are scheduled for a specific team.
You want an overview of all the shifts in team 'Kitchen'.
You want to see the planning of two venues underneath each other.
Note: the planning in this view is only visible per week. If you want to see a month, you'll need to use 'Planning as table', or export scheduled shifts.
This article explains the specific functionalities of the 'Planning per team' view.
Teams (1)
Revenue forecast (2)
'Show' options (3)
Teams
Your team members are divided into teams. In the 'Team settings' you can give each team a colour, so you can easily recognise the different teams on the schedule. Now you can start creating shifts for the different teams.
Revenue forecast and labour cost budget
If you have this enabled ('Show' button), you will see the revenue forecast underneath the schedule. In Eitje, the schedule is always a prediction of a certain day. You will find the actual results in the time registration under 'Hours'. Read more about revenue in Eitje here.
The labour cost budget can be found by the date on top of the planning page. This and other information there can help you decide whether to add more shifts that day or not.
Show
Under the 'Show' button you can enable and disable the information that you want to see in the schedule. Up to you how much information you want to have displayed.
Per planned shift - Shift type:
If a shift type was chosen for a shift, this will be displayed in the schedule.
Per planned shift - Trade request:
If there is a trade request for a shift, an icon will appear (left image). An exclamation mark means the second team member has accepted the trade.
Per planend shift - Remark:
If a shift has a remark, this will be visible in the schedule.
Per planned shift - Profile picture:
If a profile picture is uploaded for a team member, this is shown in the schedule.
Per availability - Planned hours in the current week:
You can see how many hours or shifts team members are already been scheduled in the current week.
Per availability - Team members' 'Functions':
If a function and skills have assigned to a team member, a small icon is shown next to the team member's name.
Show per day - Weather forecast:
This shows the weather forecast for a selected location.⚠️ Note: The forecast is only visible for maximum ten days in advance.
Show per day - Availability open / closed:
Per day, you can see if team members can or cannot report their availability.
Show per day - Hours with members vs. Total hours:
Per week or per day, you can see the number of hours planned with a team member assigned to the shift versus the total hours planned. It's a quick way to see if there is still an open shift on that day.
Show per day - Labour costs:
When you have your labour cost and revenue in Eitje, and you set a labour cost target, this will show information like a labour cost budget for the day.
Extra rows - Availability of team:
You get to see the available and unavailable team members per day. You can drag them to a shift.
Extra rows - Events:
If you created an event, you will see it at the top of the page.
Extra rows - Hours with team member vs. total hours:
Per team, you can see the planned hours versus the total hours, right below the shifts. If those do not equal, you know that there is still one of more open shift(s).
Extra rows - Absent:
By enabling this option, you see a row at the bottom of the schedule with all absent team members and the reason of absence: sickness or leave.
Extra rows - Revenue forecast:
If you have this enabled, you see the revenue forecast below the schedule. The projected revenue can also help you plan ahead.