Duty scheduling

With our duty scheduler you can plan shifts, vacations, sick leave and also other attendances and absences.

The duty scheduler must first be activated in the portal under Administration -> Modules.

After the module has been activated, the Duty roster modules must be activated for the employees, if they are to have access to their own shifts etc.

The menu of the duty scheduler is structured as follows:

Overview	General view of open swap and absence queries
Shift planning	General view of all scheduled shifts and activated employees
My layers	Own view of shifts, exchange requests and tenders
My absences	Viewing own absences and synchronization of Microsoft Outlook
My availabilities	View own availabilities
My vacation entitlement	View of own vacation quota incl. available and used vacation days
Layers	General view of all created layers
Absences	General view of all absences
Settings	Settings of the absence types

If employees want to swap shifts or duties, this is shown here in the overview. Likewise, it can be displayed here at a glance when employees request absences.

If a swap is offered and an employee offers to swap, approval is given here at this point by an authorized person (the swap is confirmed and the employee who accepted the swap is entered in the shift instead).

Shift planning:

Here you can create your shifts and assign the required employees to the respective shifts. If qualifications are required for the shift that an employee does not meet, you will get a warning message, but you can still add the employee.

My shifts:

At this point you will see the shifts you are assigned to. Right at Action you can also offer a shift or a day of the shift for exchange.

Option1: You do not know yet which employee can substitute you in this shift or on this day.

Option 2: An employee has offered to take over the day or shift. This can be explicitly selected here.

A swap usually requires the consent of an authorized person (e.g. shift supervisor).

My absences:

In this menu item you can enter or view your own absences – provided you have the authorization to do so. Depending on the type of absence you want to enter, however, it may be that this must first be approved.

Furthermore, you can set up synchronization with your Microsoft Office account in this menu item. If you activate synchronization, you must first log in to your Microsoft account in the following step (other accounts are not yet supported at this time).

You can also see at a glance how many vacation days you have in total, how many of them have been used and how often you have been sick.