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Smartplan
Manual > Getting Started

Getting Started

Start planning your first week

To understand how Smartplan works you first of all need to plan and publish a rota

Create an employee from the planningtool

How to create an employee from the planningtool

Plan your first week

Add shifts to your rota

Publish your staff rota

Make the rota visible to your employees

How to make a shift swap

Let your employees interact with the rota

How shift swaps works through the app

You can also make shift swaps through the Smartplan app - here is a guide on how.

How to manage shift swaps

Learn how you as admin manage a shift swap submitted by your employees and how to perform swaps yourself

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