Planning a job

Planning a job
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...
Mon, 23 Mar, 2020 at 10:34 AM
How to allocate tasks to staff
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...
Tue, 10 Mar, 2020 at 10:58 AM
Using the schedule view
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...
Mon, 23 Mar, 2020 at 10:24 AM
Recommended job set up in WFM
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...
Tue, 10 Mar, 2020 at 11:00 AM