Skip to main content

Schedule

Reports → Schedule (/schedule) is the weekly grid of who works which day. Visits and the lessons timetable use these hours when they offer slots for an employee.

Schedule report

The grid​

Columns are the staff member, Monday through Sunday of the week you are looking at, and the total hours. Move a week at a time. Search finds a person.

A cell is that person’s working time that day. Empty means they are not scheduled, so the visit calendar will not offer them then (unless overlapping and working-hours rules say otherwise).

Edit a week​

You need create or edit on the schedule. People with only view can read the grid. The separate switch Edit users’ schedules on the employees module is what lets a manager change someone else’s week. Without it, a person may only see the schedule.

Schedule templates (/schedule_templates, also a tab under Employees) store a reusable week. Apply a template instead of typing the same hours every Monday.

Company-wide opening hours (the default day, such as 09:00–18:00) are under Configurations → Working hours. The schedule is the exception and the detail per person. The company hours are the window the calendars start from.

Permissions​

Schedule: view, create, edit, delete, print. Templates have the same set and live on the schedule module. The Reports menu shows Schedule when you can view it.

Tips​

  • A visit at 19:00 is refused when that employee’s cell ends at 18:00 and the company window ends then too.
  • Hours on the total column are the sum of the cells, not the company default.
  • Templates do not change a week until you apply them.