There are two ways to create a base schedule. One is via the tab Base Schedule Advanced. The second is via the tab Base Schedule, which is the one we show here.
There are two ways to create a base schedule/task rotation. One is via the tab Base Schedule advanced. The second is via the tab Base Schedule, which we show here.
Press Planning in the menu, and then select Base Schedule.
Start by pressing +New and then rename your base schedule under Description.
Click on New Week until you have as many unique weeks as you want your base schedule to roll on. If you get too many weeks, you can delete them by pressing the small red cross on the right, under the heading Time in the table.
Double-click on the first day to be scheduled. Select which shift you want to use from the drop-down list under Shift. Click on the shift and then on OK..
If you are going to use the same shift for several days in the basic timetable, select the shift by clicking on it, holding down the CTRL key on the keyboard and click on the day on which you want to use the shift.
Repeat the above steps until you have a task rotation that matches the weekly working hours of the employee. If there is an error, you can select the shift that is incorrect and press the DELETE button to delete it.
Timeplan will let you know if you violate the Working Hours Act. It is important to schedule so that all checkmarks under the heading Working Hours Acts are green. Timeplan will never prevent you from rolling out a base schedule, which does not comply with the Working Hours Acts.
Now it is time to link employees to the base schedule. Save your basic timetable, then click on Add person. There will be a list of employees who has the chosen department in their contract and are therefore able to be scheduled on this schedule.
Click on the employee you want to link to the base schedule. You will now get to choose which start week that will be the employees first week and the start date for the schedule to start. If the base schedule is to apply until further notice, leave End date blank. Press OK.
If more than one employee is to use the same schedule, repeat the above steps, but you can also select a different start week so that these two, or more, employees overlap.
There is also a function called Advanced Base Schedule where you can add several schedules at the same time.