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Open a person's year plan

The year plan is one person's whole year on a single screen. By the end of this tutorial you will have opened it, added rotations and activities, set a part-time period, and left a work note. Set aside about 15 minutes.

Before you start​

Phase 1: Open the year plan​

  1. Open Planner and find the person you want to plan, then open their year plan.
  2. Check the year at the top and change it if you need a different one.
  3. Read across the calendar to see their on and off days, jobs, and activities for the year so far.

A person's year plan with the twelve months as rows and the days as columns, on days shown as green bars and off days as light cells across the whole year, the rotation and activity sidebar on the left, and the work note below.

Phase 2: Add a rotation, shift, job, or activity​

The year plan builds up from a few actions. Each opens its own dialog where you pick the dates and details.

  • Add a shift pattern to lay down a repeating on and off rotation across the dates you choose.
  • Assign a job to place the person on a specific job for a period.
  • Assign a job role to give them a role within a job.
  • Add an activity such as leave, travel, or training on specific days.

Pick the dates in the dialog, confirm, and the year plan redraws with the change.

The Add Shift Pattern dialog with the selected date range shown and the shift pattern selector for overriding the rotation's default shift timing.

Phase 3: Set part-time periods​

If the person works reduced hours for part of the year, record it so their availability and hours reflect it.

  1. Open Part Time Periods from the year plan.
  2. Add a period with its start and end dates and the part-time arrangement it covers.
  3. Save. You can edit or delete a period later from the same place.

The Part Time Periods dialog for a person, listing a period with its start date, end date, and percentage, plus the Add Period button and a note on how part-time affects field days and hours.

Phase 4: Add a work note​

Leave a short note on the year plan to tell the rest of the team something they should know about this person's schedule.

  1. Open the work note on the year plan.
  2. Write the note and save it.

The Work Note card on a person's year plan, with the note text in the field, the Save Note button, and a last-updated line showing who last changed it.