Create base schedules in Base schedule advanced

Base schedule advanced is an overview view where schedulers can work in parallel with multiple basic timetables at the same time in order to ensure that the needs of the business are always met.

Click on Planning and then select Base schedule advanced from the left menu.

When you open it, the menu on the left will disappear and most of the screen will show Base schedule advanced tool. You can access Planning menu at any time by hovering your mouse over the grey menu the arrow is pointing at in the image below.

Base schedule advanced uses a direct saving method, i.e. all things you do are saved in real time so you never have to press a save button.

New base schedule period

To start working with a new base schedule period, first select a name; e.g. Summer as well as which departments you want to plan the schedule for.

After selecting a name and adding departments, press Create.
You will only be able to select departments that you have permission to access, so if a department is missing, please contact your company's SuperUser for access.

Once you have created a timetable period, you will see a new view showing the name of the period, date and a number of buttons through which you can navigate back and forth in the calendar. Base schedule advanced has a longer deadline since it can generate dates up to 1.5 years ahead, which gives you, in your capacity as scheduler, a better overview. You can also scroll back in time to see past dates.

The small house button takes you back to today's date.

To start posting basic schedules, press +. There you get to choose whether you want to set up a completely new base schedule or add an existing one.

If you choose to use an existing base schedule, Timeplan will retrieve your previous base schedule and you can choose to further develop them in Base schedule advanced

Creating a base schedule 

Add a description/name to your timetable by clicking on Enter name.

Below it you can select the duration of the schedule, i.e. how many weeks it rolls over (1-16 weeks). You can choose to select a person to the base schedule immediately or you can create an unmanned base schedule .

You can select the start week and date of the schedule.


In the image above you can see that a rolling timetable of two weeks called Summer  is being created.

If you click on the three dots, you can choose to link another person to the schedule, either a specific employee or an unmanned schedule. This option is useful if you have two employees who are going to work according to one and the same timetable, but who are also going to overlap, because the changes made in one task rotation automatically affect the other.

Two people are linked, who in this example are called Noname and George Clooney. They both start working according to the schedule on 02/26/2024 but have different start weeks, because they are going to overlap. This becomes particularly clear when the weeks have different numbers (see example Monday the 26th).

To start posting a shift, hover your mouse over a day of the week and click. You will then see a drop-down menu with all work shifts available at the added departments and the people.

Base schedule advanced works using the so called "Drag and Drop” method, which allows you to easily place and move shifts between days and timetables. Everything you do is saved in real time so be careful not to make too big changes because the system saves everything, even the errors, if any. In this early version there is no undo button.

If you want Timeplan to check Working time regulation check while you are creating your timetable, click on View and then put a checkmark in Enable working time regulation checks.

Multiple schedules in one and the same view

Once you are satisfied with one or more of your timetables, you can easily continue your planning by pressing + to add more base schedules. These are posted automatically under the others and you can name the schedule, enter weeks and link to employees etc.

Publishing

Once the base schedule is complete, click Publishing. A list will be displayed containing warnings or errors that must be rectified before the timetable is completely clear.

  • What is referred to as "Error” must be rectified before the base schedule can be published.
  • What is referred to as ”Warning” is given as an indication that something may need to be rectified. However, the base schedule can be published even if you choose not to rectify the warnings.

Once the list has been reviewed, click Update. If all items have been rectified, the list will be empty and the base schedule - ready to be published.