---
title: "Shifts schedule"
description: "This manual serves as a guide for planning employee shifts. It contains instructions for adding, removing, and replacing shifts, bulk management, event planning, and filtering."
url: https://navody.aktion.cz/en/articles/8-shifts-schedule
updated: 2026-10-14
language: en
alternates: [cs]
---

# Shifts schedule

This manual serves as a guide for planning employee shifts. It contains instructions for adding, removing, and replacing shifts, bulk management, event planning, and filtering.

## What the Shifs schedule allows

-   Effective management of employee shifts
    
-   Scheduling events for employees
    
-   Management of employee accesses
    
-   Advanced filtering of employee shifts by organizational structure or work unit
    
-   Setting/cancelling employee attendance
    

* * *

## **Shift management**

### Individual shift management

By right-clicking on a specific day in the table for an employee, you will open a context menu with shift management options:

![](https://staticfiles.gleap.io/ghelparticle/5AP8x69z3PJh9dmSlzyVx6rKsmaaD7oRkcBlc0SYXrjF2Ec6L6aJMjJPN6azyayAOjn9GwczOgn.png)

-   **Add shift** - Opens a table with a filter for shifts that can be added.
    
    ![](https://staticfiles.gleap.io/ghelparticle/lnm7gXroNZLNb6Klz3Hz3jsS3IVOMv0RRRg3L3JTPUAvaxB0z1FJ8cR2JnpYsOZh28Ffxvb74t3.png)
    
-   **Remove shift** - Removes the selected shift from the employee.
    
-   **Replace/Schedule shift** - Functions the same as **Add shift**, but **replaces the existing** shift.
    
-   **Replace by shift** - Displays the **list of defined shifts**, from which you can select the desired shift.
    
    ![](https://staticfiles.gleap.io/ghelparticle/gnKfhbK73rJ2smcFWQ8cV6CjqeEFLR4104P92iZ05qRnKWIw78PJJil1oXYx77MLagWRHYYUTH1.png)
    
-   **Set based on calendar template** \- Sets the default shift using the calendar template for the attendance regulation. Functions as a **reversion of the performed changes**.
    

### Bulk Shift Management

By holding the **CTRL** key and clicking on multiple days, you can manage shifts in bulk for one or more employees.

![](https://staticfiles.gleap.io/ghelparticle/bvpQlowVN4XNSW6NeyT8K9z0GuoKXAQyqaaOlEFTI8z5jaoAzfbvtDmBiD7Sg6u4hlfKIDtssdq.png)

The functionality for bulk management is identical.

* * *

## Event Planning

> **Info:** Note: Scheduling events for employees does not require supervisor approval.

From the **Shift Plan** agenda, it is possible to schedule events for employees.

By opening the context menu (**right-clicking** a specific day, or multiple days, see above) you will access two options:

-   **Schedule a new event** – Opens the form to create a new event. Select the time period (automatically set by selecting the day/days), payroll item, event type, and option in case of a conflict. For more information about creating requests, please refer to the manual **Requests**:
    
    [
    
    Requests
    
    This manual serves as a guide for request management. It contains instructions for editing requests and filtering.
    
    ](https://navody.aktion.cz/en/articles/9-requests.md)
    
    ![](https://staticfiles.gleap.io/ghelparticle/aDzs3YGNQyvbuYE15MkxrvXefwHYODT4UuhxiLODfeliaYanxRNpy6dpqvyTKTcl7oTgPyn3MeT.png)
    
-   **Schedule a full-day event** – Opens a quick selection of **payroll items**, after selection it works identically as **Schedule a new event**.
    

* * *

## **Employee Management**

> **Info:** Note: You must have sufficient user permissions to manage employees.

**Right-clicking** on a specific employee will open a context menu with the following options:

![](https://staticfiles.gleap.io/ghelparticle/iq8oB3Hh6w6n5PFBLIQJt8b0M2wYdBHJL6jj4PcyY97sN4N3Vc9taiOs5rdMYCQRmmFqZJimt8g.png)

-   **Personal Statement** - displays **information on the shifts** of the respective employee, including business trips and work report.
    
-   **Person Details** - displays a list of **all information** about the employee and **enables their editing** - personal data, catering, attendance, etc.
    
-   **Recalculate** \- recalculates **attendance data** until the end of the period and, if necessary, **displays warnings according to the Labour Code**.
    
    ![](https://staticfiles.gleap.io/ghelparticle/ymccTdReF2R52QCIV6TMvr3sdpqyTQ4RK86r45oaScYqaIPob6vofq1obtQCyn1HLwmh4sGTXGc.png)
    
-   **Set/Cancel Presence** \- sets or cancels the employee's presence in a specific zone for a given time period.
    
-   **Block/Unblock Access** \- blocks or unblocks the employee's access to hardware readers and login to software applications.
    
-   **Unblock after failed login** - unblocks the employee's access after several failed login attempts.
    

**It is also possible to manage this in bulk by checking the individuals’ fields.**

![](https://staticfiles.gleap.io/ghelparticle/vIm7ojeedBpOfumtBmI3Qh5FouAcLnkAp6AvIWMvZc3W24cGAr5sBI45SYLNflpkv4atZrylZ9n.png)

* * *

## Filtering

-   Just as with the calendar, you can **change** **the layout** by day, week, month, etc.
    
-   By using the toggles in the upper right corner of the page, you can **show/hide shifts, events, and on-call shifts.**
    
-   By clicking on the filter button in the upper right corner, the advanced filtering panel will open.
    
    ![](https://staticfiles.gleap.io/ghelparticle/d0v3SJ3qeImR8mekL82kSmTzSLuwX5kJTrPoENXYzv8NoUMvltInRLGeiN0MdXC10pZXmTlDN7j.png)
    
-   On this panel, you can filter by **organizational structure** or **work unit**. The organizational structure is divided into individual companies, which are then further divided into their own organizational structure – for example, IT, Presentation, Sales, etc.
    
    ![](https://staticfiles.gleap.io/ghelparticle/kZw78QXQ8CLP92QgHwuviUQorloUAietxSFoJWMQXAas8OKQr2yBokokjNXdIs17wl9dCtHIsgh.png)
    
-   You can also filter columns using advanced operators by clicking on a specific column and then clicking on the **Menu** button and then the **Filter** button.
    
    ![](https://staticfiles.gleap.io/ghelparticle/0hukypNKRvMl78PX5m5UTRAbumB7dba4JU19ZOF1k4rFhTzJbS6mrHF1TljHdBpGJZBf3Nf5IE0.png)