🗓️ Shift Planning Overview
The Shift Planner allows managers to assign specific sections, roles, and tasks to individual employees for each shift. This is a daily allocation tool accessed via the Rota page.
🔍 Accessing the Shift Planner
- Navigate to the Rota page.
- On the right-hand side, locate the Shift Planning section.
- Click on the day you wish to allocate:
- Blue Target = No plan assigned
- Green Target = Plan saved
🛠️ Creating a Shift Plan
Once a day is selected:
- Drag and drop an employee into the centre column.
- From the right-hand panel, drag in:
- Section labels
- Roles
- Tasks
đź§ą To remove an item, drag it to the side and release.
Each allocation is:
- Area-specific
- Assigned to either AM or PM shifts
After saving and publishing the rota, employees will see their individual allocation on the day of their shift.
⚙️ Planner Settings
Planner settings are site-specific and can be customised by users at each location.
To access settings:
- Click the Target icon in the top navigation bar.
- Select Settings.
You can define:
- AM/PM changeover time
- Labels and icons for Sections, Roles, and Tasks
These settings are only visible and applicable within the site they were created.
📣 Shift Briefing Tool
Use the Shift Briefing tool to communicate short, targeted messages to your team.
Categories:
- Generic – All Departments
- Generic – Department Specific
- Upsells / Specials
- Incentives
- Handover Notes
The system also auto-populates:
- Events logged for the day
- Team member birthdays
How to Create a Briefing:
- Hover over the Target icon and select View Briefings.
- Use the All Site Message dropdown to choose a category.
- Click the blue dots next to each area to include/exclude recipients.
- Select the days of the week for the briefing.
- Choose AM/PM to target specific shifts.
- Click Add to preview.
- Click Save to publish.
đź‘€ Employee View
On the day of their shift, employees can:
- Open the S4 Connect app.
- Tap on the day of their shift.
- View:
- Briefings from management
- Their assigned section(s), role(s), and task(s)
âť“ FAQ
Why can’t I view my shift allocation?
Your manager may not have published the rota yet. Once visible, tap on a shift to see details. Briefings and plans are only viewable on the day of the shift.
Can I see what other staff have been allocated?
No. Employees can only view their own allocation. Managers can view the full plan via the web rota.
Comments
0 comments
Please sign in to leave a comment.