Schichtplaner App User Manual

Table of Contents

Introduction
User Account
Schedules
- Overview
- Homepage with Schedules
- Create a Schedule
- Self-hosting of the Schedule Database
- Open a Schedule
- Customize the Schedule View
- Schedule Management
- End Collaboration
- Delete a Schedule
Configuration
- Overview
- Leave Types
  - Manage Leave Types
  - Create a Leave Type
- Shift Types
  - Manage Shift Types
  - Create a Shift Types
- Shift cycles
  - Manage Shift Cycles
  - Create a Shift Cycle
- Workplaces
  - Manage Workplaces
  - Create a Workplace
- Groups
  - Manage Groups
  - Create a Group
- Employees
- Holidays
  - Manage Holidays
  - Create a Holiday
- More
  - Holiday Bans
    - Manage Holiday Bans
    - Create a Holiday Ban
  - Special Periods
    - Manage Special Periods
    - Create a Special Period
Scheduling
User Management
License Management

Manage Groups

To show the administration view for groups press the button in the schedule view and select the Groups command from the organization menu.

Organization Menu - Groups

Administration View for Groups

The view lists all existing groups in a tree structure.

Administration View for Groups

The command bar contains the following buttons:

opens the main menu with commands for editing the schedule properties, the schedule users and user rights
allows the creation of a new group
displays the schedule view
opens the organization menu with commands for setting up the schedule.
opens the view menu for further actions

Context Menu

Clicking on the name of a group opens a context menu that allows access to specific actions.

Gruppen-Kontextmenü

Edit... allows you to change the properties of the selected group
Sort... opens the sort view, where you can define the display order of groups that have the same parent group as the selected group
Add subgroup... allows you to create a new group with the selected group as the parent group
Delete... removes the selected group after a security prompt.

Notes

The top group (default name All Employees) basically includes all employees.

This group cannot be deleted or moved.
If a group is deleted, the employees assigned to it are not deleted.

The same applies to the subgroups of the deleted group. These are simply moved one level up.