Plan > Shift Allocation (Branch)
Step 1: Select (+) icon on the day you would like to create a booking.
Step 2 : Select the organisation, site and shift template of the booking.
Step 3 : Enter in the planned start time
- To extend this booking across the week click the link titled 'create the same shift on multiple days'. Select the additional days you would like to create this booking for. The selected days will appear in green on the calendar.
- If the request is for more than one worker, add the required amount in number of workers (in this screen shot example x3 09:00 shifts will be created)
Step 4: Click the blue 'create shift(s)' button
Please note : this will create an unallocated shift - the most recent booking made will automatically be selected (highlights in green) to help suggest matching workers. You can close or deselect this if you want to plan at a later stage.
Other articles that may be useful :
- How to plan a worker/ add a worker to a booking
- How to link workers to the branch screen
- Cancelling shifts
I was looking for the on-site planning screen!