# Creating and assigning of a new work plan

If the assigned work plan does not suit the employee, it is possible to create a new one.

Warning

The procedure goes through only the necessary points when creating a new work mode. You can find more information about the configuration in the manual.


# Creating a work interval

The work interval is the shift that the employee is supposed to work on that given day.

Creating a work interval

  • Open the webVisitor module and enter Settings
  • In Common settings, go to the Work intervals tab
  • Click on the New interval button
  • Enter Code, Name, for differentiation you can choose Color
  • To save, click the Save button

Note

The code is displayed in the work calendar as the designation of the given shift.

  • Double-click to open the newly created work interval
  • Set the time Fund of the shift, if it qualifies for a lunch break, write its duration in Add to fund - Break. Fill in the times Accept from - to - outside these times, the time worked will not be counted (it will be trimmed)
  • To save, click the Save button
  • You can close the work intervals settings window

Warning

You can find more setting options in the manual.


# Creating a work mode

A work plan is generated according to the work mode settings.

Creating a work mode

  • In the webVisitor settings, go to Group settings
  • In the Work mode tab, click on the New group button
  • Enter Shortname, Name and save by clicking Savebutton
  • Double-click' to open the newly created work mode
  • In the Work intervals tab, click on the button `Add existing intervals', and select the ones you want to use *Go to the Planning tab and from the dropdown box select Way of planning work intervals - Generating by day type
  • Click the Pencil button and insert a pre-created work interval into each day
  • Save by clicking the Save button
  • You can close the work mode settings window

If the employee works night shifts or works past midnight, in the Downloading transactions tab, mark the option Pair transactions over midnight

Downloading transactions

Warning

You can find more options about setting different types of work mode (for example, Cyclic generation) in the manual.


# Assigning a work mode to an employee

You can assign the work mode to the entire company, to a specific department or to individual employees.

Assigning a work mode

  • In the webVisitor settings, go to Group settings
  • Select the tab Employees
  • Search and double-click to open the employee settings
  • In the Working mode field, set the required mode and save by clicking the Save button
  • You can close the settings window

# Regenerating of the work plan

The employee's work plan is taken from the settings for the company or department. After assigning a new work mode, it is necessary to regenerate the previously generated months.

Regenerating of the work plan

  • In the webVisitor module, go to Employee Attendance
  • Set yourself to the correct month, search and double-click to open the employee view
  • Go to the Calendar icon and click on Regenerate plan
  • Select the period you want to regenerate and click the Calendar - Regenerate plan button

Note

The work plan is automatically generated one month in advance, therefore you select Period from the current month, Period to the following month.

Now the employee is assigned his own work plan.