Overview: Workforce allows managers to assign specific roles to different employee profiles. In the case of shift managers, they are allowed or restricted access to specific functionalities of the scheduler to facilitate and secure overall shift management.
Start from: The Workforce module.
Navigate to Configuration > Roles.
On the Roles screen, use the Magnifying Glass ⌕ icon or Filter to locate a particular role, menu, submenu, or action. This way, you will be able to find the role and the functionalities to be activated more easily.
To go specifically to the shift planner functionalities, filter by the Other Permissions Menu.
To learn more about how to create, change, or configure a role, see Add or edit roles to set up permissions.
The actions available for the shift planner are:
Access (read-only): allows the user to access only in query mode, without being able to plan shifts or work with the rest of the options that have an impact on planning (create favorites, copy shifts, etc.).
Access: allows the user to access and work with the scheduler in addition to shift status management, create generic positions, and set up favorites and sequences.
Action: Complete shifts: Allows the user to change the shift status from In progress to Completed and vice versa.
Action: Review shifts: Allows the user to change the shift status from In progress to Completed or Reviewed and vice versa.
Action: Close shifts: Allows the user to change the shift status from In progress to Completed or Reviewed or Closed on request.
Manage Favorites and Sequences: Allows the user to access the favorites and sequences option for configuration.
Create Generic Positions: Allows the user to access the Create Generic Positions option.
Clusters Administration: Allows the user to access the option to configure clusters.
Employee Group Administration: Allows the user to access the option of creating labels and assigning them to employees.
To assign a role to a particular employee, see Assign roles to users.