Duty rostering
Create shifts, assign staff, commit calendar weeks and keep an eye on working time rules
You staff the events of your organisation or your craft. The duty roster is your main view; events come from the calendar, people and their contracts from user management.
Your most important pages
| Page | What for |
|---|---|
| Duty roster → Duty rosters | Weekly grid with rooms and days, the workforce panel below – The duty roster view |
| Duty roster → Shift plan list view | All shifts as a list, remaining demand at a glance |
| Duty roster → Week status | Which calendar week is open, requested or committed per craft – Week status |
| Duty roster → Shift templates | Recurring shifts as a template – Shift templates |
| Duty roster → Work time change requests | Handle correction requests from staff |
| Project → Shifts tab | Plan the shifts of a production in the project |
The first tasks
Set up the workforce panel. Craft filter on your crafts, Group by function on, and if needed Show freelancer. The workforce panel
Create a shift – craft, time, break, demand per function – on the event or freely in the room cell. Creating shifts
Assign staff by drag & drop and read the conflict check: availability, double booking, rule violations. Assigning staff
Work through the remaining demand with Only show shifts that are not fully staffed and the staffing indicator per craft.
Commit the week – or, with the workflow active, submit it for approval. Changes are traceable afterwards. Committing & approval
Distribute the plan: PDF notice (rooms by day or staff overview) and the staff's calendar subscription. Exports
Settings that help you
- The setups Weekly planning, Filling remaining gaps and Staff only under Recommended settings.
- Show qualifications, so the missing function appears on the card; Show description for meeting point and task.
- Zoom 75 % for two weeks side by side – back to 100 % for assigning.
- Shift templates and Shift preset groups for the standard staffing of a performance.
- Help & legend in the duty roster explains every marker.
Permissions you need
Role preset Duty roster planning: View duty rosters, Plan shifts (entered as planner in the respective craft), Commit duty rosters, Manage availability of others for other people's availability, and View hour accounts for time accounts. Details under Duty roster.
Typical pitfalls
- A person is missing from the workforce panel: their work profile needs May be assigned to shifts and the assignment to your craft.
- You may not edit a shift: you are not entered as planner of this craft – Crafts.
- Target and actual hours do not match: the person has no work time pattern or contract – Contract & working hours.
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