Advice and answers from the Smartplan Team

General information

Account ownership, prices, payment, cancellation etc.

Getting Started

Learn how you plan and publish a rota, create an employee and use shift swaps

Planning a rota - the planning tool

We will go through the planning tool and show you how to use it

Guide to Smartplan Assistant

Learn about setting up and monitoring rules as well as automatic planning

Guide to Smartplan punch clock

Everything you need to know about the punch clock

Absence

In this guide you can learn how to handle absence in Smartplan

Hours & Salary

Keep track of your employees' hours in Smartplan

Time balances

Read more about how to set up time balances in Smartplan. You can also learn how you can counterbalance overtime or adjust the balance in other ways.

Employees

Find answers to all your questions regarding employees - from login to passwords

Locations

Locations divide your rotas and make it easier for your employees to see their shifts

Synchronise shifts to your calendar

If you synchronise your shifts to your calendar, you do not have to check Smartplan to see when you have to work

Communication in Smartplan

All communication between employees and administrators can be gathered in Smartplan

How to log in

These articles will help you log into Smartplan

Shift swaps

Everything about how shift swaps work in Smartplan

"How to" guides for employees

Employees can request vacation, correct hours and swap shifts in Smartplan

GDPR