Smart Planer
Step-by-step guide to planning with Smart Planner
Incident management
- How to automatically reassign shifts — Skip to content
- How to carry out a shift exchange — To carry out a shift exchange, in the top menu we click on Requests \> Shift Exchange. In this window, we select the action we want to…
- How to make a schedule change — Let's see how to make a schedule change. Our employees have their schedules associated with their profiles. These schedules can be of…
- How to make a shift change or a sequence change — How to make shift changes:
- Planner commands one by one
- What to check if there is an error in the shift exchange? — First, to carry out the procedure, we recommend that you consult this article where we explain step by step How to carry out a shift…
FAQs
- How do I make weekends not be days off in my quadrant? — By configuring the vacation policy, we can set which days are days off during the week for employees. Although the most common vacation…
- How to check if the schedule complies with the hours according to the agreement
- What to do if an employee has vacation or a medical leave — There are two ways to cover the shift of that person who has taken vacation or a leave: reassigning the shift or releasing the shift and…
Planning
- Assign shifts quickly per employee
- Basic concepts of planning: schedules, shifts, and sequences — A schedule determines the time that each worker carries out their workday. By definition, schedules are fixed and don't change over time. An…
- Basic concepts of visualization: Differences between the quadrant and the draft — In the quadrant of the TramitApp platform, all the information of your company is consolidated: the planning of each worker's day, the…
- Create your first draft
- Differences between planning by needs and planning by rotating shifts and sequences
- How to create a shift sequence using a template from drafts — As we have mentioned in previous posts, employees can have their schedule informed through a timetable, a sequence, or a shift. We have seen…
- How to create a simple schedule — To set up a simple schedule, we click on the ⚙️Configuration wheel and click on Schedule Templates.
- How to create open shifts and templates by needs — We will access the Scheduler from the Home button. From here we will find the list of created drafts or the possibility of creating new…
- How to plan with Artificial Intelligence — ✨ Planning shifts with artificial intelligence:
- How to publish drafts — By publishing it, the platform will automatically send notifications to those employees who are affected by this new schedule. Notifications…
- How to schedule shifts by codes — First things first, to start scheduling by shifts you will need to know how to create shift codes on our platform.
- What you need to keep in mind during planning
Visualization
- How to generate a time stamp report — To obtain a report, we must access the Reports section in our TramitApp platform. In this case, we will generate a report of the time stamps…
- How to know who is working
Configuration
- How to set up locations in Smart Planner — In TramitApp, you can add as many locations as your company has offices or work centers. Additionally, with Smart Planner, you can schedule…
- Job position settings in TramitApp Smart Planner — In TramitApp, it is possible to create as many job positions as you need and assign them to each worker. In this way, you can plan shifts…
- Set up employees and activate users — To upload or set up employees, follow these simple steps:
- Why is it important to set up correctly before using the Smart Planner? — Without prior data input, our platform wouldn't know: