Shift Plan (Staff Roster)

The Shift Plan is Gurita's staff-scheduling module: a weekly and daily roster of who works when, the people records behind it, a work-hours report, and the settings that shape it all. It is written for managers, team leads, and anyone who plans staff — front desk, housekeeping, boat crew, dive guides, kitchen — and for the administrators who set up departments, shift types, and staffing targets.

The module is organised into four tabs — Roster, Team, Report, and Settings — reached from the Shift Plan entry in the main menu. When the module is active it also becomes the home for your staff records, replacing the standalone Employees page; the same people appear wherever staff are used elsewhere in Gurita (for example, dive guides in the Dive module).

The Shift Plan needs the Shift Plan module and the matching permissions (Shift, and Shift configuration for the Settings tab). If the menu entry is missing, ask an administrator to check Settings → Active Modules (see Settings & Administration).

In this chapter

• Overview & access
• The Roster
• Scheduling shifts and time off
• The Team
• The Report
• Departments, types & settings
• Dive integration

Related chapters

• Dive — dive guides and boat crew are the same staff records; when the Shift Plan is on, dive pickers label off-shift staff and assigning them requests the shift automatically.
• Master Data: Commerce — where the standalone Employees page lived before the Shift Plan module took over staff records.
• Reports — company-wide reporting; the Shift Plan has its own worklog/labour-cost report on the Report tab.
• Settings & Administration — activating the module, and the Shift / Shift configuration permissions that control access.