Planner Settings

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

Where Planner Settings fit

Manage workflow settings

1. Go to Planner → Workflow.
2. Use the Workflow tab for shift kinds.
3. Use the Time Off Reasons tab for time off reasons.

Turn on auto-created purchase orders for shifts

1. Go to Planner → Workflow.
2. In Auto-Create Purchase Orders, turn on Auto-create a purchase order when a shift is created.
3. Click Save Auto-PO Setting.

When this is on, creating a shift for a worker with a linked supplier record creates a draft PO automatically.

Manage time units

1. Go to Planner → Time units.
2. Add a name and minutes value.
3. Click Add time unit.
4. Reorder or edit the list if needed.

Manage compensation templates

1. Go to Planner → Compensation.
2. Click Create template.
3. Complete the template details and save.

Manage skills

1. Go to Planner → Skills.
2. Click Add skill.
3. Enter the skill name.
4. Link a position if needed.
5. Choose the rating scale and comment setting.
6. Save the skill.

Manage certifications

1. Go to Planner → Certifications.
2. Click Add certification.
3. Enter the certification name.
4. Turn on upload or expiry tracking if needed.
5. Link positions if needed.
6. Save the certification.

Things to know

• Skills and certifications both support manual reordering.
• Time units can also be reordered.
• Compensation templates are managed from their own index page and open into a separate create or edit form.
• Workflow settings and the other Planner setup libraries are separate pages, even though they support the same module.
• The Auto-PO setting is shared with Purchasing settings. Changing it in either place updates the same tenant-wide setting.