Planning with your Ellibo apps
HR attendance and leave, Field Service jobs, Projects, sold hours, Bookings, POS shops and Timesheets - what each link does and where to switch it.
Links to your other Ellibo apps are on Standard and above. Each one shows only when your business uses that app, and Planning reads each app's own records - nothing is copied. The switches are in Settings > Ellibo apps.
Ellibo HR
- HR attendance follows the plan: published shifts become each employee's roster in HR. A change to a published shift updates the roster straight away. Days you set by hand in HR are never overwritten. Late, early and overtime in HR are then counted against the planned shift.
- Approved leave and holidays show on the board as busy.
- Bring in people from HR, Add from HR locations for places, and Bring in HR shifts for templates.
Ellibo Field Service
With Show Field Service jobs on the board, and plan them from there on, jobs with no time yet wait in To plan. Drag a job onto a technician: the job's time and technician are set in Field Service, so its messages and service times keep working. Jobs already planned show as busy time.
Ellibo Projects
Under More options a shift can be for a project and task. The board can show rows By project.
Sales orders
Services you plan come in from confirmed sales orders as hours To plan. See Sold hours to plan.
Ellibo Bookings
Appointments show as busy for the person. Bookings offers a person only during their published shifts is off by default; turn it on and your booking page offers a person only while they are on shift.
Ellibo POS
A place added from your POS shops can use Staff by sales hour.
Ellibo Timesheets
Log my time on a past shift goes to Timesheets, and planned hours sit next to worked hours. See Planned against worked.
Busy time
Under Busy time from your other apps, choose which apps' busy time shows on the board.