Once your data has been synced from WFM/XPM, you can plan a job.  First, click “Plan Job” at the top right of your screen. Choose a job from the dropdow...

You schedule time in PlanRight by allocating tasks to staff members.  1.  Click on the relevant task box, and drag it to the spot on the schedule that c...

The schedule view shows your staff members’ scheduled time in context.  This helps you see who is over capacity, and who has spare capacity. This informatio...

We recommend the following steps to set up your jobs in WFM to make the most out of PlanRight. 1. Create job in WFM. 2. Assign the staff you want to th...