Making the schedule is probably the most important feature in Eitje. If you are about to make the schedule for the first time, the empty page might feel a bit overwhelming. This article will help you get started.
Before making a schedule, you you need teams and team members. Click on the links to learn how to add those.
Different views
While making the schedule you can easily switch between two views: per team and per team member.
When would you choose per team?
You want to know what the schedule for Team Service looks like.
You want to know how many hours are planned for a specific team.
You want an overview of all the shifts in the kitchen.
You want to see the schedule of two venues under each other.
When would you choose this per team member?
You quickly want to see how many shifts are planned for a team member.
You want to see the availability of a team member for that week.
You want to check in which venue a team member is working that week.
When would you choose Planning as a table?
You want to assemble the table exactly the way you want. You can, for example, add, sort and pin columns. In addition, you can group the data, and apply multiple filters.
You can view the schedule for a specific period, such as the entire month or wage period.
You can easily select, edit and/or publish multiple shifts.
Create shifts
A schedule consists of shifts. Let's make one:
Click on 'Planning' in the menu at the top.
Navigate to the day on which you would like to create a shift.
Click on 'Create shift'. A window with a new shift will appear.
Fill out all fields and click 'Save'.
Watch the video
You can also create multiple shifts at once. Read more about it here. You can also publish, adjust, delete and export shifts. Read everything about shifts in these manuals.
Schedule team members
When creating a shift you can select a team member or leave the shift open. Then it becomes an open shift and team members can sign up to pick up the open shifts.
You can schedule using the availability view. You can see who is available at a glance and drag the team member to a shift to assign it to them.
Enable the availability under the 'View' button at the right top corner.
For each day you will now see all team members and their availability.
Drag and drop the team member to the shift.
Watch the video
You can also schedule a team member by clicking on the shift and selecting a team member in the shift window.
Click on the shift you would like to fill.
Select one of the available team members.
Click on 'Save'.
Watch the video
Create templates
Does your schedule often look the same? Then there is no need to make the schedule from scratch every week. You can save time by making templates. You can load these day and week templates into the schedule, so you are done with planning in a few clicks.
These are the basics of the schedule. Read these manuals about the schedule to get to know all the possibilities of this feature.