Planning board overview

In the planning board you will find an overview of the planned services per employee. The services are indicated by service codes. If you hover over the code with the mouse, the corresponding service will be shown. The service code WDS stands for available day. The employee has indicated (via the app) that he or she is available to work on that day. However, this does not mean that this employee has already been scheduled.

You can also manually enter an employee's availability here by typing an “a” in the relevant box. This creates availability, but the employee must still be scheduled afterwards.

A black bar below the service code indicates that the employee is linked to a service and has therefore been scheduled. A black dot at the top right of the service code indicates that it is availability based on a pattern (see the patterns chapter).

At the top of the tab you can select the team, month, year and any desired competencies to filter in the overview.

Planboard actions on a service:

If you right-click on a service code in the overview, a pop-up window will appear. Here you have several options.

Clear service

Removes the service code/service from the schedule/availability.

Clear shift/create leave

Removes the service from the planning/availability and inserts an (unpaid) day of leave.

Resistance service

This will bring up a pop-up window where you can select another employee to take over this shift.

Daily agenda/weekly agenda

Opens the daily or weekly agenda of this employee.

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