How to replace an employee's base schedule in Timeplan
In case of changes in the workforce, an employees base schedule may need to be replaced with a new one, employees may need to switch schedules with each other, and some employees may terminate their employment completely. You can easily make all these changes in Schemaplaneraren (Schedule Planner) in Timeplan.
If the ongoing base schedules for the staff whose schedules are to be replaced are in one and the same existing schedule plan - you can use this one and go to step X below.
If a new schedule is missing from Base schedule advanced a new one needs to be created from the schedules already in use.
1. If you don't know which base schedules that needs to be changed for your employees you can easily see this under Staff - chosen employee - Base schedule and Periods. This is the base schedule the employee is currently connected to as well as earlier base schedules for previous periods.
2. Go to Planning - Base schedule Advanced and to File, and press +New. Here you have to choose the correct Department where the employee is working at and then press Create.
3. Then it is time to choose which schedules and which employees who should be included in the schedule change. By pressing + and Add Existing you can select the schedules you need.
4. If you need to create a brand-new task rotation, press + and Add new.
5. Then add the number of people you need on the rows in your schedule. If you need a copy of a schedule, for example, when one employee is replacing another, press the three dots in front of the person to be replaced and select Add person in order to create a new schedule row, copying the shift.
6. Deploy all staff and select the correct start date and start week. Remember that two people who are scheduled to work completely in parallel should also have weeks that follow each other. This means that these two people can have different start weeks if they have different start dates on their schedule.
7. If an employee is to terminate their employment or their schedule alone, it is possible to enter an end date on their schedule row by filling in the date in the white field after the start date.
8. Employees to whom you do not want to make any changes or whom you want to remove from the schedule planner can be removed by pressing the three dots in front of the employee's name, and then selecting Delete Person.
9. When the schedule contains the changes you want, publish it according to the standard schedule planner procedure.