Shift Planning
Schedule by employee or role, publish schedules, and coordinate shifts flexibly in Odoo Planning.
Planning helps teams organize shifts by employee or role, track publication status, and reduce manual scheduling work.
It is designed for operations managers, HR teams, and supervisors who need faster staffing, open shift handling, recurring shifts, and shift coordination.
What Planning is used for
Key points
• Schedule shifts by employee or by role when nobody is assigned yet.
• Publish schedules and send emails to affected employees in bulk.
• Let employees take shifts, request switches, or mark themselves unavailable when enabled.
• Create recurring shifts by day, week, month, or year.
• Support automatic scheduling based on resource availability.
Statuses and user roles
Each shift usually moves through two key states: Draft before publication and Published once visible to employees.
Shift states and user permissions
| Item | Meaning |
|---|---|
| Draft | Unpublished shift not yet visible to employees. |
| Published | Published shift that employees can see and act on based on permissions. |
| Planning User | Can view published shifts and take or switch shifts when allowed. |
| Planning Administrator | Full access to create, edit, delete shifts and templates, and publish schedules. |
Key terminology
| Fields | Trường dữ liệu | Description |
|---|---|---|
| Shift | Ca làm | A scheduled working time slot. |
| Open Shift | Ca trống | A shift without a named assignee, waiting to be taken or assigned. |
| Publish & Send | Công bố & Gửi | Action that publishes shifts and notifies employees. |
| Allocated Time | Thời gian phân bổ | Planned hours or percentage allocated to the shift. |
| Ask To Switch | Yêu cầu đổi ca | Employee request to hand the shift to someone else. |
| I Take It | Tôi nhận ca này | Employee self-assigns an open shift. |
| I Am Unavailable | Tôi không thể làm ca này | Employee unassigns before the allowed deadline. |
| Shift Template | Mẫu ca | Reusable template for standard shift structures. |
Standard scheduling workflow
Steps
1. Create a new shift in Planning and assign an employee, or leave it empty for an open shift.
2. Set the role, start/end time, allocated time, and any note if needed.
3. Review conflict warnings before finalizing the schedule.
4. Use Publish & Send to release the schedule to employees.