የSmartERP መመሪያ የAshewa Technology Solutions መድረክ
ይህ ገጽ ገና ወደ አማርኛ አልተተረጎመም። የእንግሊዝኛው ጽሑፍ ቀርቧል።

Quick start

From an empty Planning to a published week in about fifteen minutes - one role, one template, three shifts, published to the employee.

In this tutorial you set up one role, create three shifts from a template and publish them to an employee. You need to be a Planning Administrator (see Roles and permissions) and to have at least one employee. It takes about fifteen minutes.

Publishing sends email

Step 6 emails the employee if the employee has an email address: one email for each published shift and one with a link to their schedule. In a test system, use an employee without a work email address, or run the tutorial in a copy of your data.

What you will do#

[planning-weekly-workflow]

The picture shows the whole weekly process. This tutorial walks the left half: create shifts, assign them, publish.

Before you start#

You need:

  • an employee who will be planned (for the steps below we call her the employee);
  • the Planning application installed, and a user in Planning / Administrator.

Steps#

  1. Open Planning → Configuration → Roles and press New.

  2. In Name type Waiter. Leave Color as it is. In Hourly Cost type the planned cost of one hour, for example 120. Press the save icon.

    The role exists. The Shifts button at the top shows 0.

    [planning-role-form]

  3. Tell Planning who holds the role. Open Planning → Configuration → Employees and open the employee. On the Work Information tab, in the Planning group, add Waiter to Planning Roles and choose Waiter as the Default Planning Role. Save.

    The Employees menu is shown only to users with the Employees right Officer: Manage all employees. If you do not see it, open the role instead and add the employee on its Employees and Materials tab.

  4. Create a template. Open Planning → Configuration → Shift Templates. Press New, then in the new row set Start Hour to 08:00, Duration (hours) to 08:00 and Role to Waiter. Save the row.

    Its name appears automatically: 08:00 - 16:00 Waiter.

  5. Plan the week. Open Planning → Schedule → By Resource. Press Plan and choose Plan with Template. In the dialog:
    1. Choose the Template you just made.
    2. Leave From and To on the current week. Keep Mon to Fri ticked.
    3. In People choose the employee. Leave Publish Now unticked.
    4. Read the message at the bottom. It says how many shifts will be created and, if any day is skipped, which and why.
    5. Press Create Shifts.

    A message such as "5 shift(s) created." appears. The shifts show on the schedule as hatched bars: they are drafts, and the employee cannot see them.

  6. Publish them. Press Publish. The Publish and Send dialog opens with the current week.
    1. Check Shifts in Period.
    2. In Note, type a short message for the team, if you want one.
    3. Press Publish and Send.

    A message such as "5 shift(s) published, schedule emailed to 1 employee(s)." appears. The bars turn solid.

    [planning-schedule-week]

  7. Check what the employee sees. Open Planning → My Planning as that employee, or open the link in the email. See Take an open shift and the Portal guide.

What you built#

  • A role with a colour and a cost, held by an employee.
  • A template that creates the same shift in one click.
  • Draft shifts, then published shifts, and an email with a personal link.

Next steps#

መጨረሻ የተሻሻለው: 2026-10-16