The planning board
Add, move, copy and delete shifts; day, week, two-week and month views; rows by person, role, place or project; filters, drafts, undo and printing.
Planners work on the Planning board. Employees and viewers see the Team plan instead: the same board with published shifts only, and nothing to change.
Views, rows and filters
- Choose Day, Week, 2 weeks or Month, and move with the arrows, Today or the date box.
- Choose the rows: By person, By role, By place or By project (when you use Ellibo Projects). Open shifts have their own row.
- Narrow the board by role, place or person, or search people. Tick Only open shifts, Only my shifts or Show drafts as you need.
- The legend shows Draft, Changed since published and Away or busy (time off, leave and work in your other Ellibo apps).
Each person's row shows their planned hours against their contract hours for the period. When Show planners the cost of the plan is on in Settings, planners also see the cost each day.
Add a shift
Click a day in a person's row, or + Shift. In Month view, clicking a day opens that day first.
In the shift window choose the person (or no one, for an open shift), the day, start and end, the break, the role and the place, and whether it repeats. Pick a template to fill the times in one go. For an open shift, People with the role may take it lets your team take it themselves.
More options holds: Part of their time (for example 50% when someone splits their day), the colour, a project and task, a Field Service job, and a Customer with Bill by this shift (Professional and above).
A shift that ends earlier than it starts, such as 22:00 to 06:00, ends the next morning. The window shows the length and any warnings for that person as you type.
Move, stretch, copy and delete
- Drag a shift to another day or person. Hold Ctrl or Alt while dragging to copy it instead.
- Stretch a shift's end to change its length - in Day view.
- Open a shift's menu for Edit, Duplicate, Make open shift, Repeat... and Delete.
- Select (or Shift / Ctrl-click) picks several shifts, then Copy or Delete them together.
- After a move, change or delete, an Undo bar appears. Undo after a delete brings the shift back as a draft.
On a phone there is no dragging: tap a shift to edit it, and + to add one.
Copy the last period
Copy last week (in Day view Copy previous day, in 2-week view Copy last 2 weeks) copies the shifts of the period before into the one on screen, as drafts. People no longer planned are skipped, and shifts already there are not doubled. It isn't shown in Month view.
Templates and the To plan drawer
Templates opens your shift templates: drag one onto a day in a person's row. To plan (when something waits) lists sold hours and Field Service jobs to drag onto the board. See Sold hours to plan.
Drafts and published shifts
- New shifts are drafts. Only planners see them.
- Published shifts show in each person's My shifts.
- A published shift you change is marked Changed since published until you tell the person: publish again, or use Tell now in the Publish window.
Warnings
A warning sign on a shift means short rest, too many hours, time off, or a clash with busy time from another Ellibo app. Hover or tap to read it. Warnings never block you. See Rules and warnings.
Print opens a printable plan of the period on screen.