diff --git a/content/applications/services/planning.rst b/content/applications/services/planning.rst index feff380ef..b2aac8a94 100644 --- a/content/applications/services/planning.rst +++ b/content/applications/services/planning.rst @@ -90,6 +90,8 @@ Employees`, and choose the employee for whom you want to edit the settings. Then Two sections of the employee's :guilabel:`Work Information` tab have an impact on Planning: :guilabel:`Schedule` (namely, the :guilabel:`Working Hours` field) and :guilabel:`Planning`. +.. _planning/working-hours: + Working hours ~~~~~~~~~~~~~ @@ -254,6 +256,13 @@ by email. - Employees with a user account are redirected to the :guilabel:`My Planning` view in the backend view of Odoo. +.. tip:: + The **split shifts** tool allows to easily split a long shift into segments. To do so, hover the + mouse over the desired shift and click the :icon:`fa-scissors` (:guilabel:`scissors`) icon. + + .. image:: planning/split-shifts.png + :alt: Split shifts tool. + .. _planning/open-shifts: Open shifts and auto planning @@ -271,8 +280,11 @@ The following features have an impact on auto planning: they have assigned to them. - **Conflicts**: Employees or materials cannot be assigned multiple shifts at the same time. - **Time off**: The employees’ time off is taken into account, as well as public holidays. -- **Company working hours**: Are taken into account when assigning shifts to employees or materials. -- **Contracts**: Employees without an active contract cannot be assigned shifts. +- **Working hours**: Are taken into account when assigning shifts to employees or materials. It is + not possible to use the :guilabel:`Auto Plan` feature for an employee who is working + :ref:`flexible hours `. +- **Contracts**: If the employee has an active contract, they won't be assigned shifts that fall + outside of their contract period. Click :guilabel:`Publish` to confirm the schedule and notify the employees of their planning. @@ -305,7 +317,7 @@ it to themselves, they can click the :guilabel:`I take it` button. The following rules apply: - Only the shifts matching the employee's roles are displayed as available to them. - - Switching shifts is only available for shifts that are in the future. + - Switching shifts is not available for shifts in the past. Unassignment ~~~~~~~~~~~~ @@ -323,4 +335,4 @@ shift reverts to an open shift. The following rules apply: - Only the shifts matching the employee's roles are displayed in their schedule. - - Switching shifts is only available for shifts that are in the future. + - Unassigning shifts is not available for shifts in the past. diff --git a/content/applications/services/planning/split-shifts.png b/content/applications/services/planning/split-shifts.png new file mode 100644 index 000000000..9899bcaee Binary files /dev/null and b/content/applications/services/planning/split-shifts.png differ