Scheduling Board

The Scheduling Board is the main Planner view for building and reviewing schedules. It shows shifts across a date range, with workers as rows and dates as colum

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Shifts

Shifts are the scheduled blocks of work in Planner. Each shift records the time, location, shift kind, status, and the worker assigned to it.

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Planner Users

Planner Users are the people who appear on the schedule and can be assigned to shifts. There are two types: internal users who also have access to the main OpsO

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Time Off

Time Off is the Planner area for recording and approving periods when a worker is unavailable. It helps schedulers see who is off, approve requests, and avoid a

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Positions

Positions are the roles workers fill on a shift — such as Team Leader, Driver, or Supervisor. They are used when assigning work, filtering the board, and linkin

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Shift Kinds

Shift Kinds are the categories used to organise shifts and control their available lifecycle stages. Each shift kind has its own set of statuses, and you contro

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Scheduling Policies

Scheduling Policies are rules that check shifts when they are being saved. They can warn the scheduler or block the save completely, depending on how each polic

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Worker Profiles

Worker Profiles are the detailed Planner records behind each planner user. They hold everything a scheduler needs to know about a worker: their personal details

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After-Shift Reports

After-Shift Reports let each tenant decide what workers are asked after a shift. The form is no longer fixed. You can turn the feature off entirely, build your

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Planner Settings

Planner Settings are the shared setup pages that support scheduling. They cover workflow, time units, compensation templates, skills, certifications, and time o

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Planner Permissions Reference

This page is the full Planner permission list in one place.

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Kiosk View

Kiosk View is the full-screen, read-only Planner board designed for office screens and shared displays. It shows the live schedule without the normal Planner si

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