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Manual > Planning a rota - the planning tool

Planning a rota - the planning tool

How the template works

If your staffing need is the same from one week to another it might be an advantage for you to use our template-function

Copying

Make your planning more manageable and save a lot of clicks by using our "copy" function

Create shifts

Find out how to easily create shifts for your employees

Set up rules for your employees

With Smartplan Assistant you can set up rules for your employees' shifts

Automatic planning

Smartplan Assistant can easily and quickly staff your rota so you will not have to do all the planning

Filter

Smartplan has a filter which makes it easy for you to get a quick overview of the rota

Avoid conflicts

Smartplan will make sure that there will not be any conflicts in your staffing

Receive requests

You can ask your employees to send in requests for a rota

Edit a published rota

Make changes to a rota without taking it back into planning

Create or edit positions

Create or edit positions for your rotas

Print or save your rota and the like

Print or save your rotas, your employees' hours and the like

The logic of the template

In order to use the template properly, it can be useful to understand the logic behind that template.

Explanations of the employee rules

Learn about what the employee rules entail and how they can be used.

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