General

General

In the “General” tab, you’ll find the basic settings for the entire Shift Planning module. Here you activate the module and set important basic settings.

Activate Module

Activate Shift Planning

Setting	Description
Activate Shift Planning	Turns the entire Shift Planning module on or off
Options	On / Off
Effect	When deactivated, the module is invisible to all users

Tip

You can deactivate the module at any time without losing data. All shifts and settings remain saved.

Calendar Settings

Default View

Setting	Description
Default View	The view displayed first when opening the calendar
Options	Day view, Week view, Month view, List view
Recommendation	Week view for most use cases

Effect of Options:

• Day view: Shows all shifts of a single day in detail
• Week view: Shows the complete week with all employees
• Month view: Compact month overview in calendar style
• List view: Chronological list of the next four weeks

Week Start

Setting	Description
Week starts on	First day of the work week
Options	Monday (standard in DE/AT/CH) or Sunday
Effect	Affects the week view and statistics

Regional Differences

In Germany, Austria, and Switzerland, the week typically starts on Monday. In other countries, Sunday may be common.

Open Shifts

Activate Open Shifts

Setting	Description
Allow open shifts	Employees can take over unassigned shifts themselves
Options	On / Off
Effect	Shows an “Open Shifts” tab in the employee view

When activated:

• Unassigned shifts are displayed separately
• Employees can take over these shifts with one click
• Optional: Manager approval required

Show Location Filter

Setting	Description
Show location filter	Shows a filter for locations in the calendar
Options	On / Off
Prerequisite	Multi-location must be activated

Multi-Location

Activate Multi-Location

Setting	Description
Multi-location	Enables management of multiple workplaces
Options	On / Off
Effect	Adds “Locations” tab and extends shift creation

1. Activate multi-location in general settings
2. Switch to the “Locations” tab
3. Create your locations
4. Assign employees to locations
5. When creating shifts, you now select a location

Retrospective Activation

If you activate multi-location retrospectively, existing shifts have no location assigned. You can manually update these.

Availability

Allow Availability

Setting	Description
Activate availability	Employees can enter their availability
Options	On / Off
Effect	Shows the “Availability” area for employees

Availability Options

You can specify which status options are available to employees:

Option	Description	Color
Available	Can be scheduled for shifts	Green
If needed	Only available in emergencies	Yellow
Not available	Cannot work	Red
Preferred	Would like to work	Blue

Allow Time Preferences

Setting	Description
Time preferences	Employees can specify preferred working times
Options	On / Off
Example	”Available from 08:00 to 16:00”

Allow Shift Type Preferences

Setting	Description
Shift type preferences	Employees can specify preferred shift types
Options	On / Off
Example	”Preferred: Early shift, Late shift”

Approval Required

Setting	Description
Approve availability	Changes must be approved by a manager
Options	On / Off
Effect	New availabilities have “Pending” status

Submission Deadline

Setting	Description
Deadline in days	Days before the start of the week by when availability must be submitted
Default	7 days
Value range	1-30 days
Effect	No changes possible after expiration

Shift Exchange

Activate Shift Exchange

Setting	Description
Allow shift exchange	Employees can exchange shifts among themselves
Options	On / Off
Effect	Shows “Exchange Requests” area for employees

Manager Approval Required

Setting	Description
Approval required	Exchange requests must be approved by a manager
Options	On / Off
Recommendation	On, to maintain control over personnel planning

Without Approval

If you deactivate approval, accepted exchange requests are automatically executed. This speeds up the process but gives less control.

Settings Summary

Setting	Recommendation	Reason
Default view	Week view	Best overview for most teams
Week start	Monday	Standard in DACH region
Open shifts	On	Flexibility for employees
Multi-location	As needed	Only activate when multiple locations
Availability	On	Better planning basis
Shift exchange	On	Reduces planning effort
Manager approval	On	Maintains control over changes