ShiftPlanning offers flexible permission handling in our employee scheduling and timeclock application. Our four levels of permissions give managers the opportunity to allocate responsibilities to their schedule-related staff. Best of all, ShiftPlanning allows accounts to have as many managers, supervisors, or schedulers as needed without fear of extra charge. Our goal is to make sure ShiftPlanning is easy to use and a time saver instead of a hassle. You can find detailed descriptions of each level below:
Aside from the administrator, each added employee is given the default permission level of employee. Employees have read-only access to the schedule but have the opportunity to set their own availability. In addition, employees have the ability to request vacation days, shift trades, shift drops, and the clock-in and clock-out. Depending on settings, employees also have access to edit their staff profile details as well as to set notification preferences.
In ShiftPlanning, staff with the ‘scheduler’ permission level manage specific locations and/or positions. In addition to the capabilities of employees, schedulers can create and publish schedules for their specified positions, make request approvals, manage time sheet, and pull reports on their staff. A scheduler can have access to multiple locations and/or positions.
A supervisor is a scheduler who has access to make changes to all locations and positions. Additionally, supervisors can add staff, assign positions, add & manage skills, and set staff availability & details.
Managers have all the access of a supervisor; however, they also have access to the admin tab. The admin tab gives managers options for downloading data, tracking the event log, handling payroll related settings and rate cards and taking care of billing related matters. Managers also are in control of account settings. The admin of the ShiftPlanning account automatically has Manager permissions and admin control can only be turned over to an individual who has been set to manager.
Learn More about Making Access Changes in the Video: