Employee planner

Employee planner

The Employee planner allows you to view your planned Shifts for a given period, and submit Shift change requests to your Supervisor.




You can access the Employee planner feature from the menu in the drop-down Header pane. It can also be accessed from the Menu and Shortcuts widgets which may be displayed on your Dashboard.


The Employee planner should be displayed. For example:




The main area of the Employee planner contains a table showing your Shift pattern for each day in a particular period of time. The default agenda view covers a full month period and the days are displayed cascading down the page. The time period covered is indicated at the top of the screen and in the example this is from '17th February to 23rd February'. You can view past or future periods of time using the buttons in the top right-hand corner of the page and change the Layout of the Employee planner using the options in the left-hand pane.


You can request a Shift change or find out further information about a Shift by selecting a single day or highlighting a date range. More details will appear in the right-hand pane.


Days and work records are colour coded in the Employee planner. For example:




  • Working days — Monday to Friday has bands representing Work records for shifts worked.


  • Non-working days — Saturday and Sunday have grey bands to represent a Work record for a non-working day


  • Processed days — Monday and Tuesday have a dark yellow background. When a day has been processed the planned Work record will change to 'Planned past'


Note: the colours can be changed and so may differ in your own Employee planner.


Further Employee planner details


Click on a day in the Employee planner to select it and view further details in the right-hand pane. In the week and month Layouts, you may also select a block of days by clicking on the first day and dragging the cursor to the end day. The selection will be highlighted with a light blue background and further details of what is happening in the date range are displayed in the right-hand details pane. Below is an example of two dates being highlighted:




  • Date range — displays the date range of what has been selected
  • Details — further details of the shift on the selected day(s) in order of dates
    • Planned shift - this will display the details of the planned shift
    • Shift request change - clicking this button allows you to request a shift change


Note: your Work record could contain TAS information depending on your system administrators settings.


If nothing has been selected from the Employee planner, 'Nothing to display' is shown in the right-hand pane. For example:




Click Close in the left-hand navigation pane to return to the Dashboard.


Locked Shifts


Shifts may also be locked by Supervisors. If a Shift is locked, it will have a padlock symbol in the right-hand corner. You can still request Absences for these shifts, but Supervisors will need specific permissions to approve it. You can read more about locked shifts here.


    • Related Articles

    • Employee Self Service Employee planner

      In this video, learn about the Employee planner feature in TMS8.
    • Job Planner

      Overview Using the Group Planner, Supervisors are able to manually allocate Jobs to an Employee’s shift using TAS categories. This Job will then appear in the Employee planner. Requesting an Absence takes this into account as well, and users with ...
    • Group planner

      Overview The Group planner page displays the planned Shifts and planned absences of the selected Group with options to book absences and manage the Shifts and Rosters. By default, the page opens displaying the grid layout of the Group planner for ...
    • Group planner preferences

      A Supervisor can access the Group planner preferences by selecting System preferences from the drop-down header pane and selecting Calendar from the feature list. Alternatively, when a Supervisor is on the Group planner page, a Preference icon is ...
    • Kiosk site planner

      The Kiosk application is designed to provide your company with an easy to use and efficient clocking system, which is a Windows based application containing a user-friendly interface to make the process of clocking in and out faster and smoother. Set ...