Help & documentation
Guides for scheduling, contracts, time tracking, and more.
Getting started
Scheduling
Overview
A visual overview of the schedule workspace, including views, filters, quick actions, auto assign, workload, and issues.
Auto Schedule
Configure automatic schedule publishing for a team.
Auto-Assign
How auto-assign works and how to use it to allocate shifts automatically.
Filters & View Settings
How to use filters and view settings to focus the schedule on what matters.
Scheduling Assistant
Using the AI assistant to build and adjust your schedule through conversation.
Scheduling Periods
How to set up a planning period, collect worker preferences, and publish the schedule.
Templates
Save a day or week of shifts as a reusable template, then apply it to fill another period in one click.
Week & Day View
How to use the week and day views to build and manage shifts.
People & setup
Access
Manage who can use an organisation or team, and what they are allowed to change.
Competencies
What competencies are, how to set them up, and how they connect shifts to people.
Contract View
A person-centric view of the schedule showing each team member and their shifts.
Opening Hours
Set the days and hours a team is expected to operate.
People & Contracts
How contracts work in Plantime and how to manage your team members.
Settings
An overview of the settings available in Plantime.