Shift Planner (Calendar)
The Shift Planner is the visual alternative to the "Time Tracking" tab on a single property. You see all planned shifts across properties in one calendar and can move, edit or create them with drag & drop.
Navigation: Main menu → Shift Planner
- Shift Planner — when you plan shifts for multiple properties in parallel or want to visually move existing shifts.
- Property → "Time Tracking" tab — when you only manage the presets of one specific property.
Both paths write into the same data — you can switch at any time.
Features at a glance
Preset sidebar (left)
Lists all presets filtered by the selected properties. Each preset shows:
- Recurrence type (Daily / Weekly / Monthly)
- Start time
- Property colour code
Drag from the sidebar onto a date creates a new shift instance using that preset.
The sidebar is hidden on small screens. Use the + button (FAB) in the bottom right corner instead.
Drag & drop in the calendar
- Move a shift — Drag onto another date.
- Change duration — Resize at the shift edges (minimum 1 min, maximum 24 h).
- Undo toast — After every move or resize an undo option appears for 8 seconds.
Recurring scope picker
When you move or edit a recurring shift, a scope dialog appears:
| Option | Effect |
|---|---|
| This shift only | Creates an override instance which is shown in the calendar with a dashed border. The remaining series stays unchanged. |
| This and all future | Updates the preset from the chosen date — all future shifts in the series are regenerated. Already completed shifts remain unchanged. |
The "This and all future" option is disabled when no future sibling shifts exist (last shift in the series or single shift).
Views
| View | When available |
|---|---|
| Month | Default view on desktop and tablet |
| Week | Via toolbar or "more" click on a crowded day |
| Day list (mobile) | Automatically on smartphones — chronologically grouped by day with a FAB for new entries |
Property filter
Multi-select across all properties you have access to. Selected properties are persisted in the URL — when you reopen the page the same filter is active.
Additionally:
- Show cancelled shifts — toggle (URL-persisted)
- By default the first 10 properties are pre-selected
Calendar / table toggle
Switch via the toolbar between:
- Calendar view (default) — shifts as events in the month
- Table view — presets per property with status badge and next shift time
Clicking a table row automatically jumps to the date in the calendar and opens the shift for editing.
Conflict detection
When you create or edit a shift the system checks in real time whether the chosen time window collides with an existing shift at the same property. On conflict a warning appears with the exact times of the colliding shift.
Auto-checkout
Available in the preset modal:
- Toggle "Automatic check-out" — Employees are automatically checked out X minutes after the shift starts.
- Complements the automatic check-out at the end of the check-out window with a duration-based variant (e.g. "auto check-out after 8 hours, regardless of shift end").
Inline creation of notification channels
Phone numbers, email recipients and message templates can be created directly from the preset modal — you do not have to switch to the property settings. The new entries are then available account-wide.
Visual markers
| Look | Meaning |
|---|---|
| Solid border | Regular shift from the preset series |
| Dashed border | Override instance — created with a deviation from the series schema |
| Greyed out, 40% opacity | Cancelled shift (visible when toggle is active) |
| Greyscale + 50% opacity | Past shift (clickable for read-only view) |
| Red background + red left border | Holiday |
| Light blue background | Today |
Common workflows
Move a shift from Monday to Tuesday
- Click the shift in the calendar and drag it to the target date
- For a recurring shift: choose "This shift only"
- If the wrong choice was made: click "Undo" in the toast within 8 seconds
Drag a preset from the sidebar onto the calendar
- Open the left sidebar (if collapsed)
- Drag the preset onto the desired date
- In the modal that opens, check times / requirements → save
Check for conflicts
- Create or move a shift
- On time overlap a warning appears with the colliding shifts
- Adjust the time or accept the conflict (e.g. for multiple parallel employees)
Permissions
| Action | Permission |
|---|---|
| Open Shift Planner | View time tracking |
| Create / move shifts | Create time tracking |
| Edit shifts | Edit time tracking |