You will be able to create the distribution of shifts needed and then assign them to employees:
- Creating the concept of empty shift
- Creating all needed shifts for a week
- Being able to copy or store patterns of weeks (normal week, busy week, low week...) to apply them once and again
- Assigning those shifts to employees easily in bulk or individually with drag-and-drop
Where to find shifts in Coverage
- From your sidebar menu, go to Shifts
- On the bottom bar, click on Coverage
- A new section will appear → Click on Generate coverage
To learn more about how to create shifts, click here.
How coverage is calculated
Coverage counts every shift that matches a coverage requirement, whether the shift was created manually or automatically.
A shift counts towards a requirement when its time, work area, and role match the requirement.
Coverage also highlights under-staffing and over-staffing, so you can see when the number of assigned employees is below or above the required number.
Coverage cards include the same relevant details as assigned shifts, including the work area. Shift times follow the time format configured for your account.
Assigning coverage shifts
There are two ways to assign shifts:
-
By dragging and dropping the shift into the employee’s shift cell
-
From the shift you created
- Hover your mouse over the three dots (…) located on the right corner of the shift name
- Select Assign employees
- Select the employees
- Click on Apply selection
- Save
Managing coverage shifts
- Hover your mouse over the three dots (…) located on the right of the shift name
- Choose between:
- Assign employees
- Show details
- Edit
- Delete
- Choose between:
Remember to click on Publish schedule every time you are done editing or adding a shift.
Copying coverage periods
Copy any period of existing unassigned shifts and reapply them easily to another period.
- Click on the Copy schedule period icon
- Choose Coverage
- Specify the period to copy
The selected period cannot be greater than 3 months - Click on Next
- Indicate the date when the copy starts
- Click on Copy
Monthly coverage with auto-planning
Coverage is now available in the Month and 4 weeks views, allowing you to plan a whole month at once.
Each coverage card shows the shift name, its times, and a counter that turns green when the shift is exactly covered.
Generate coverage
To create coverage for a whole month:
- Go to the planner.
- Switch to the Month or 4 weeks view.
- Select a reference week.
- Generate coverage to copy the reference week to the whole range.
Run auto-schedule
You can run auto-schedule for the whole range displayed in the planner, for up to 35 days per run.
Rest days follow the contract in every week of the month, and open-ended leaves are respected throughout the whole range.
Note: Planning a whole month takes longer than planning a week. When there are more than 150 employees, it can take up to 10 minutes.
