Planning configuration

Set operating policies so shift schedules align with the way your business actually runs.

Settings
Switch
Unavailable
Recurring

Employee permission settings

FieldsTrường dữ liệuDescription
Switch shifts with other employeesCho phép đổi ca với nhân viên khácEmployees can send shift switch requests when enabled.
Unassign themselves from shiftsCho phép tự bỏ caEmployees can remove themselves from shifts within the allowed window.
N days before shiftN ngày trước caDeadline before shift start for self-unassignment.

Recurring shift settings

FieldsTrường dữ liệuDescription
Generate shifts X months aheadTạo ca trước X thángNumber of future months for which recurring shifts are generated in advance.

Operational recommendations

Key points

  • Enable shift switch or self-unassignment only when the company has a clear approval process.

  • Set a deadline early enough for managers to find replacements.

  • Review the configuration whenever staffing policy or working time rules change.