The Shift Calendars page is the central scheduling workspace for reviewing labour shifts, workstation staffing coverage, production capacity, and daily operator assignments.

It combines information from:

Work Calendars

Work Shifts

Labour schedules

Crew fixed shifts and rotations

Workstation operator links

Daily operator assignments

Labour time exceptions

Maintenance downtime

Recorded production activity

This allows planners and supervisors to compare what was planned, what was staffed, and what was actually recorded for each date.

The page can be reviewed from four operational perspectives:

Workstations

Workstation Groups

Labour

Crews

It also provides two presentation modes:

Capacity Board — a daily capacity and staffing matrix

Timeline — a time-based view of resolved shifts

Shift Calendars help supervisors identify:

Workstation shifts without an operator

Partial staffing gaps

Non-working dates

Missing calendar configuration

Maintenance-related capacity loss

Labour and Crew schedules

Actual hours above or below staffed capacity

Operators assigned, linked, or derived from production-stage eligibility

📍 Where to Find Shift Calendars

Navigate to:

Workforce → Shift Calendars

Access and available actions depend on the user’s Workforce scheduling permissions.

Users with the appropriate Manage Shifts permission can use scheduling actions such as:

Auto-fill Day

Auto-fill Week

Clear Auto-fill

Manual operator assignment, where available

Editing related labour or workstation configuration

Shift Calendars Page

The page contains:

Capacity Board and Timeline views

Workstations, Workstation Groups, Labour, and Crews tabs

Date navigation

Day, Week, and Month periods

Status filtering

Display Options

Capacity Status legend

Operator Source legend

Auto-fill tools

Period summaries

Cell tooltips

Detailed side panels

The page does not store separate capacity values.

It calculates the displayed information from the current Workforce, Production, and Maintenance records.

🔍 What Is the Shift Calendar?

The Shift Calendar is a resolved operational view of the schedule.

It answers questions such as:

Which shift applies to this labour on Monday?

Is this workstation planned to operate?

Does the workstation have an available operator?

How many planned hours are staffed?

How much capacity was lost to maintenance?

How many production hours were recorded?

Which operator source is staffing the workstation?

Which shifts still require an operator?

Is the date non-working or not configured?

The page resolves these answers using the scheduling rules already configured elsewhere in Fabritec.

Capacity Board and Timeline

Use the buttons at the top-right of the page to switch between the two main views.

Capacity Board

The Capacity Board displays resources as rows and dates as columns.

Each cell summarizes the resource’s capacity for one date.

It is the most suitable view for:

Staffing-gap reviews

Daily and weekly capacity planning

Operator assignment

Maintenance impact review

Period comparisons

Crew and department planning

Auto-fill actions

The Capacity Board supports the following tabs:

Workstations

Workstation Groups

Labour

Crews

Timeline

The Timeline displays resolved shifts across a horizontal time scale.

It is useful for reviewing:

Shift start and end times

Day and Night Shift coverage

Overnight shifts

Shift overlaps

Workstation schedules

Labour schedules

Capacity changes during the day

Maintenance or coverage interruptions

The Timeline displays each resolved shift as a bar positioned according to its actual start and end times.

For example:

Day Shift: 08:00–17:00
Night Shift: 22:00–06:00

An overnight Night Shift continues into the following morning but remains associated with the date on which it starts.

Resource Tabs

The available tabs allow users to review the same selected period from different operational perspectives.

Workstations

The Workstations tab displays one row for each workstation.

Workstations may be grouped under their Workstation Group.

Use the expand arrow beside a group to display its member workstations.

This view helps supervisors identify:

Workstation staffing gaps

Unstaffed shifts

Maintenance downtime

Non-working workstations

Missing scheduling configuration

Operator sources

Actual production hours

Period capacity

Workstations without a Workstation Group may appear under:

Ungrouped

Workstation Groups

The Workstation Groups tab summarizes the combined capacity of all workstations inside each group.

For example:

Cutting Area
Welding Group
Forming Group
Ungrouped

The displayed hours are aggregated from the group’s member workstations.

Use this view to answer questions such as:

How much capacity is available in the Cutting Area?

Which group has the largest operator gap?

How much production was recorded across the group?

Which group is most affected by maintenance?

Is the group fully staffed for the selected week?

A Workstation Group row does not create separate production hours. It summarizes the values of its workstations.

Labour

The Labour tab displays one row for each labour resource.

Each cell shows the worker’s scheduled and actual time for the date.

This view helps users review:

Labour scheduled hours

Labour availability

Recorded production hours

Overtime exceptions

Non-working dates

Individual shift details

Daily and period utilization

Select a labour cell to review the worker’s detailed shift and exception information.

Crews

The Crews tab summarizes scheduling and capacity information for each Crew.

The displayed values combine the daily results of the Crew members.

Use this view to review:

Crew planned hours

Crew staffed hours

Crew actual hours

Crew utilization

Crew fixed shifts

Active rotation outcomes

Time exceptions affecting Crew members

Period totals

Crew membership is resolved according to the current Workforce configuration and relevant historical rules.

Date and Period Controls

Selected Date

Use the date field to select the date around which the board should be displayed.

The board adjusts according to the selected Day, Week, or Month mode.

Previous and Next Arrows

Use the arrows beside the date field to move backward or forward.

The amount moved depends on the selected period:

Day moves one day

Week moves one week

Month moves one month

Day

Displays one operational date.

Use Day view for:

Same-day staffing

Operator assignment

Shift-level investigation

Auto-fill Day

Immediate supervisor action

Week

Displays the selected week as separate date columns.

Use Week view for:

Weekly staffing review

Crew planning

Workstation coverage

Auto-fill Week

Capacity comparisons

Period summaries

The first displayed weekday follows the organization’s configured first day of the week.

Month

Displays a broader monthly planning period.

Use Month view for:

Future capacity planning

Recurring staffing-gap review

Holiday impact

Long-range workforce planning

The amount of detail shown in each cell may be reduced when a longer period is selected.

Status Filter

Use the Status filter to display resources matching a selected Capacity Status.

Available statuses may include:

Fully staffed

Partial (gap)

No operator

Down / maintenance

Non-working

Not configured

This helps supervisors focus on the records requiring action.

For example, select:

Status: No operator

to display shifts where planned capacity exists but no operator coverage was resolved.

Search

Use the Search field to find a resource by information such as:

Workstation name

Workstation code

Workstation Group

Labour name

Labour code

Crew name

Search works together with the selected tab, period, and Status filter.

Display Options

Use Display Options to control the visual details shown on the board.

The exact options may vary according to:

Capacity Board or Timeline

Selected resource tab

Selected Day, Week, or Month period

Display Options change the presentation of the board without changing the underlying schedule.

Capacity Status Legend

The legend explains the status colors used in the Capacity Board and Timeline.

Available statuses include:

Fully staffed

Partial (gap)

No operator

Down / maintenance

Non-working

Not configured

Color is used together with text, values, and icons so the status does not depend on color alone.

Fully Staffed

The resource has the expected staffing coverage for its available working capacity.

For a workstation, this normally means:

The workstation has planned operating time

An eligible and present operator has been resolved

There is no remaining operator coverage gap for the available shift time

Example:

Planned: 15h
Staffed: 15h
Coverage gap: 0h

A Fully Staffed status does not mean that production was recorded for every staffed hour.

Actual Hours and Utilization are shown separately.

Partial (Gap)

Some of the available planned capacity is staffed, but a coverage gap remains.

Example:

Planned: 45h
Down / maintenance: 10.8h
Staffed: 8h
Coverage gap: 26.2h

Possible causes include:

Only one of several planned shifts has an operator

An operator is absent or on leave

A workstation is staffed for part of the day

Some capacity was removed by maintenance

Eligible operators are assigned elsewhere

Partial does not mean the workstation is completely unavailable.

It means only part of its available working capacity is covered.

No Operator

The resource has planned operating time, but no present operator was resolved for the available shift.

Example:

Planned: 15h
Staffed: 0h
Down / maintenance: 0h

Possible causes include:

No operator is linked to the workstation

No eligible production-stage labour is available

All eligible operators are assigned elsewhere

The linked operator is absent or on leave

The worker’s resolved shift does not match

No daily assignment was created

Use the cell details and operator-source information to identify the cause.

Down / Maintenance

The workstation has a maintenance or breakdown window affecting scheduled operating time.

Examples include:

Breakdown

Preventive maintenance

Corrective maintenance

Inspection-related downtime

Maintenance may remove all or part of the workstation’s available capacity.

The related maintenance records appear under Exceptions in the detail panel.

Non-Working

The effective Work Calendar defines the date as non-working.

Possible reasons include:

No shift runs on that weekday

A Holiday applies

A Non-Working calendar exception applies

The resource is outside its normal schedule

Non-working time does not create an operator coverage gap.

Not Configured

Fabritec cannot resolve the scheduling setup required to calculate the resource’s normal capacity.

Possible causes include:

No effective Work Calendar

No applicable Work Shift

Missing Group or default calendar setup

An incomplete workstation schedule

A retired or unavailable scheduling reference

Review the resource’s calendar, group, shift, and default configuration.

Fabritec does not invent scheduled hours when the required configuration is missing.

Capacity Calculations

The Shift Calendar uses a shared capacity model.

Planned Hours

Planned Hours are the scheduled working hours defined by the effective Work Calendar and Work Shifts.

Shift breaks are deducted.

For a workstation, Planned Hours represent the time the workstation was expected to operate before staffing gaps are considered.

Example:

Day Shift net hours: 8h
Night Shift net hours: 7h

Planned Hours: 15h

Down / Maintenance Hours

Down / Maintenance Hours are the portions of maintenance downtime that overlap scheduled working time.

Maintenance outside the planned shift does not reduce scheduled capacity in the same way.

Example:

Scheduled Shift: 08:00–17:00
Maintenance Window: 12:00–15:00

Down / Maintenance: 3h

Staffed Hours

Staffed Hours represent the planned operating time that had valid operator coverage after maintenance impact is considered.

For labour and Crew views, Staffed Hours represent the scheduled availability resolved for the displayed workers.

Coverage Gap

The Coverage Gap is the available planned capacity that did not have operator coverage.

Calculation:

Coverage Gap =
Maximum of 0 and
(Planned Hours − Down / Maintenance Hours − Staffed Hours)

Example:

Planned: 45h
Down / Maintenance: 10.8h
Staffed: 8h

Coverage Gap: 26.2h

Maintenance downtime is reported separately and is not classified as an operator gap.

Actual Hours

Actual Hours come from recorded production activity associated with the resource.

For a workstation, Actual Hours are the recorded machine-operation durations.

For labour and Crews, Actual Hours represent the labour effort attributed through production records.

Actual Hours are not manually entered on the Shift Calendar.

Corrections should be made in the original Production records.

Utilization

Utilization compares Actual Hours with Staffed Hours.

Calculation:

Utilization = Actual Hours ÷ Staffed Hours × 100

Example:

Staffed Hours: 8h
Actual Hours: 6h

Utilization: 75%

Utilization may exceed 100%.

Example:

Staffed Hours: 8h
Actual Hours: 16h

Utilization: 200%

A high value may indicate:

Work recorded outside staffed time

Overlapping production records

Shared labour activity

Long or incorrect production durations

Missing schedule or attendance configuration

Work recorded against a date with limited staffed capacity

A value above 100% is not automatically an error, but it should be reviewed.

Reading Capacity Board Cells

Each Capacity Board cell summarizes one resource and one date.

A typical cell may display:

8/15
5825%   466h

The values represent:

Value	Meaning
8	Staffed Hours
15	Planned Hours
5825%	Utilization
466h	Actual Hours

Small badges and icons may indicate:

Number of Exceptions

Operator source

Shift details

Daily assignments

Maintenance impact

Hover over or select the cell to review the complete explanation.

Period Summary

The final column displays the resource’s totals for the selected period.

Example:

98/225
839%   822h

This represents:

Total Staffed Hours: 98

Total Planned Hours: 225

Period Utilization: 839%

Total Actual Hours: 822

The period utilization is calculated from the period totals.

It is not a simple average of the daily percentages.

Calculation:

Period Utilization =
Total Actual Hours ÷ Total Staffed Hours × 100

Cell Tooltips

Hover over a Capacity Board cell to display a summary tooltip.

The tooltip may include:

Capacity Status

Exceptions

Planned Hours

Staffed Hours

Actual Hours

Coverage Gap

Down / Maintenance Hours

Utilization

Example:

Status: Partial (gap)

Exceptions:
- Breakdown
- Preventive Maintenance

Planned: 45h
Staffed: 8h
Actual: 466h
Coverage gap: 26.2h
Down / maintenance: 10.8h
Utilization: 5825%

Use the tooltip for a quick review without opening the full side panel.

Cell Detail Panel

Select a cell to open the detailed panel on the right side of the page.

The panel may contain:

Resource identification

Selected date

Capacity Status

Exceptions

Capacity Overview

Shift Details

Operators

Resource actions

Resource Header

The top of the panel identifies the selected resource.

Information may include:

Resource type

Resource code or ID

Resource name

Selected date

Capacity Status

Examples of resource types include:

Workstation

Workstation Group

Labour

Crew

Exceptions

The Exceptions section lists events affecting the selected resource and date.

For workstations and Workstation Groups, these may include:

Breakdown

Preventive maintenance

Corrective maintenance

Other maintenance windows

For labour resources, exceptions may include:

Absent

Leave

Late

Early out

Overtime

Swap cover

The source of the exception may also be displayed.

Examples:

Overtime — Direct
Breakdown — Maintenance
Preventive — Maintenance

Where permitted, an editable Open labour exception may include a delete action.

Approved or Locked records cannot be changed through normal scheduling actions.

Capacity Overview

The Capacity Overview displays:

Utilization

Planned Hours

Staffed Hours

Actual Hours

Down / Maintenance Hours

Coverage Gap explanation

Example:

Planned: 8h
Staffed: 8h
Actual: 371h
Down / maintenance: 0h
Coverage gap: 0h
Utilization: 4638%

This section explains why the selected cell has its displayed status.

Shift Details

The Shift Details section shows the individual shifts that make up the daily result.

Each shift may display:

Shift name

Start and end times

Capacity Status

Scheduled Hours

Actual Hours

Down / Maintenance Hours

Operators

Example:

Day
08:00–17:00

Scheduled Hours: 8h
Actual: 371h
Down / maintenance: 0h
Operator: abbass

The number beside Shift Details shows how many resolved shift entries are available.

A Workstation Group summary may not display separate shift cards when the selected result is only an aggregate.

Operators

For applicable resources, the Shift Details section lists the operators contributing to coverage.

Operator information may come from:

A daily assignment

A workstation link

Production-stage eligibility

The Operator Source legend explains how each person was resolved.

Resource Actions

Depending on the selected resource and the user’s permissions, the panel may provide actions such as:

View Details

Edit Labour

Edit Workstation

Edit Workstation Group

Use these actions to correct the source configuration rather than changing calculated values directly on the board.

Operator Source Legend

The Operator Source legend explains why an operator appears against a workstation.

Available sources include:

Linked

Derived

Assigned

Linked

A Linked operator has a default relationship with the workstation.

The link may apply to:

Any shift

One specific shift

Default workstation links are configured from the Labour or workstation setup.

A linked operator contributes to staffing only when:

The operator’s resolved shift matches

The operator is present

The date is working

The operator has not been assigned elsewhere

The operator has not already been passively allocated to another workstation for the same shift

Derived

A Derived operator is resolved through production-stage eligibility rather than a direct workstation link.

For example:

Labour Production Stage: Cutting
Workstation Production Stage: Cutting

Fabritec may use the worker as an eligible operator when no more specific assignment or link provides coverage.

Derived coverage counts as valid staffing but remains visibly labelled so supervisors know that no direct workstation relationship was used.

For clearer long-term scheduling, frequently used Derived operators should normally be reviewed for a possible direct link.

Assigned

An Assigned operator has an explicit daily assignment to the workstation and shift.

An assignment may have been created:

Manually by an authorized planner

Automatically through Auto-fill

An explicit assignment takes priority over passive Linked or Derived coverage.

Operator Resolution Priority

For each workstation, date, and shift, Fabritec resolves coverage from the most specific available source.

The normal priority is:

1. Daily operator assignment
2. Default workstation link
3. Production-stage-derived operator
4. No operator

Every candidate must also be present on the correct shift.

A worker with an Absent or Leave exception does not provide coverage.

One Workstation Assignment per Labour

A labour cannot be explicitly assigned to different workstations for the same date and shift.

When a manual assignment conflicts with an existing assignment, Fabritec may require the user to confirm moving the labour from the current workstation.

This prevents one person from being planned as the assigned operator for several workstations at the same time.

Passive Operator Allocation

A Linked or Derived operator is not allowed to passively staff every eligible workstation during the same shift.

Fabritec applies a spread-once rule so one available person contributes passive coverage to only one workstation for that shift.

This creates a more realistic staffing calculation.

An operator explicitly assigned to a workstation is excluded from passive coverage elsewhere.

Manual Operator Assignment

Where the assignment action is available:

Open the Workstations tab.

Select the required workstation and date.

Open the applicable shift details.

Select Assign Operator.

Choose an eligible labour.

Review any existing assignment warning.

Confirm the assignment.

The operator becomes the authoritative Assigned source for that workstation, date, and shift.

Assignment to a Different Shift

When a planner manually assigns a labour to a shift different from the worker’s currently resolved shift, Fabritec may create a one-day Swap Cover exception.

This allows the assignment to take effect without permanently changing:

The labour’s default shift

Crew membership

Crew rotation

Individual dated shift

Removing the assignment also removes its system-created cover where the exception remains Open and unchanged.

Approved and Locked Days

Operator assignments cannot be added, moved, or removed on Approved or Locked days.

Correct the schedule before Timesheet approval.

An Approved day must be reopened by an authorized user before eligible scheduling changes can be made.

Locked days cannot be reopened or changed.

⚙️ Auto-Fill Operator Assignments

Auto-fill helps planners assign eligible operators to workstation shifts that do not currently have coverage.

Auto-fill is a manual planning action.

It does not run automatically in the background.

The available buttons include:

Auto-fill Day

Auto-fill Week

Clear Auto-fill

These actions are normally available from the Workstations Capacity Board.

Auto-Fill Day

Click Auto-fill Day to fill eligible workstation gaps for the selected date.

Fabritec reviews each planned workstation shift and attempts to assign an available operator.

Use this action after:

Labour shifts are configured

Workstation operator links are configured

Production-stage eligibility is configured

Absence and leave exceptions are recorded

Manual assignments are reviewed

Auto-Fill Week

Click Auto-fill Week to process the displayed weekly range.

Fabritec attempts to fill unresolved workstation shifts for each date in the week.

Weekly Auto-fill is useful when preparing the workforce plan before the week begins.

How Auto-Fill Selects Operators

Auto-fill considers:

The worker’s resolved shift

Workstation operator links

Production-stage eligibility

Existing assignments

Absence and Leave exceptions

Previous operator continuity

Existing weekly assignment balance

Workstation demand priority

Approved and Locked days

Linked operators are considered before Derived operators.

Fabritec also attempts to preserve continuity by preferring an operator who recently worked on the same workstation where possible.

Auto-Fill Does Not Change Labour Shifts

Auto-fill only uses workers whose existing resolved shift matches the target workstation shift.

It does not:

Change a labour’s default shift

Create a Swap Cover exception

Modify a Crew rotation

Move a manual assignment

Overwrite a valid existing assignment

When no shift-compatible worker is available, the gap remains unresolved.

A planner may then review the schedule and create a manual assignment where appropriate.

Auto-Fill Is Repeatable

Running Auto-fill again fills only remaining gaps.

It does not duplicate valid assignments or replace Manual assignments.

This allows planners to:

Run Auto-fill.

Correct missing links or absences.

Run Auto-fill again.

Review the remaining unresolved shifts.

Auto-Fill Result

After processing, Fabritec displays an Auto-fill Result window.

The result may show:

Number of workstation shifts assigned automatically

Number of shifts that still require an operator

Workstation

Date

Shift

Reason the shift remains open

Example:

80 workstation shifts assigned automatically
54 shifts still need an operator

No Remaining Gaps

When no unresolved workstation shifts remain, the result displays a confirmation such as:

No unresolved workstation shifts remain in this range.

A result of zero newly assigned shifts may still be successful when every shift was already covered.

Unresolved Shift Reasons

Possible reasons include:

All Eligible Operators Are Assigned Elsewhere

Every shift-compatible operator is already assigned to another workstation.

No Eligible Operator

No linked or production-stage-eligible labour is available for the workstation.

All Eligible Operators Are Absent

Eligible workers exist, but they have an Absent or Leave exception.

No Shift-Compatible Operator

Workers may be eligible for the workstation but do not resolve to the required shift.

Use the result to identify which source configuration requires correction.

Clear Auto-Fill

Click Clear Auto-fill to remove assignments created automatically within the selected range.

Clear Auto-fill removes only automatic assignment records.

It does not remove:

Manual operator assignments

Workstation operator links

Production-stage labour eligibility

Crew membership

Labour shift configuration

Production records

Approved and Locked days are skipped.

Use Clear Auto-fill when the weekly plan must be recalculated after significant changes.

Timeline View

The Timeline is a Gantt-style view of resolved shifts across the selected period.

Each row represents a resource, and each bar represents a resolved shift.

The horizontal time scale displays:

Dates

Hours

Shift start and end positions

Overnight continuation

Reading Timeline Bars

A bar may show:

Capacity Status

Operator Source icon

Shift time

Start and end time

Maintenance or staffing condition

Example:

Day — 08:00–17:00
Night — 22:00–06:00

The bar’s position allows planners to understand when shifts overlap or leave gaps.

Workstation Timeline

The Workstation Timeline groups workstations under Workstation Groups.

Use it to review:

Which shifts each workstation operates

Whether shifts overlap

Which shifts have operator coverage

Overnight operating windows

Maintenance effects

Labour Timeline

The Labour Timeline shows each worker’s resolved daily shift.

The shift may come from:

1. One-day cover
2. Individual dated shift
3. Active Crew rotation
4. Fixed Crew shift
5. Labour default shift

The worker’s effective Work Calendar must also run the selected shift on the date.

Capacity Status Compared with Live Workstation Status

The Capacity Status shown on the Shift Calendar is a scheduling status for a selected date.

It should not be confused with the live workstation status used by Andon and Productivity.

Examples of Shift Calendar Capacity Status:

Fully staffed

Partial

No operator

Non-working

Examples of live workstation status:

Running

Idle

Down

Unstaffed

Behind Pace

A workstation can be Fully Staffed for the day but currently Idle because no production is being recorded at the present moment.

Relationship with Work Calendars

Work Calendars determine:

Which dates are working

Which shifts run

Shift priority

Holiday behavior

Special Working dates

Non-Working exceptions

The Shift Calendar displays the resolved result.

When a date is wrong, review:

Workforce → Work Calendars

Relationship with Holidays

A Holiday normally closes the applicable Work Calendar.

The Shift Calendar then displays the date as Non-Working.

A Special Working exception can reopen one calendar during the Holiday.

Relationship with Crews and Shift Rotations

Crew fixed shifts and active rotations help determine each Crew member’s resolved shift.

The Crews tab summarizes the resulting scheduled and actual hours.

Use the Shift Calendar to verify:

Rotation start dates

Current rotation step

Crew offsets

Future scheduled rotations

Individual overrides

Relationship with Timesheets

The Shift Calendar and Timesheets use the same scheduling foundation.

Timesheets use the resolved labour shift to calculate Scheduled Hours.

Operator planning may also create a Swap Cover exception when a manual assignment changes the worker’s shift for one date.

Approved and Locked Timesheets protect the corresponding historical schedule.

Relationship with Production

Actual Hours come from recorded Production activity.

When Actual Hours look incorrect, review:

Production duration

Operation Date and Time

Workstation

Production Stage

Selected labour resources

Rework activity

Deleted or corrected production records

Do not attempt to correct Actual Hours directly from the Shift Calendar.

Relationship with Maintenance

Maintenance downtime appears in:

Capacity Status

Exceptions

Down / Maintenance Hours

Capacity Overview

Shift Details

Only the portion of maintenance that overlaps planned working time reduces operational capacity.

Maintenance is kept separate from the operator Coverage Gap.

Recommended Daily Planning Workflow

1. Select the Date

Choose Day or Week and confirm the required date range.

2. Review Not Configured Resources

Correct missing Work Calendar, Shift, or Group configuration first.

Auto-fill cannot solve missing schedule configuration.

3. Review Down / Maintenance

Confirm which workstation capacity has been removed by active maintenance windows.

4. Review No Operator and Partial Gaps

Use the Status filter to focus on uncovered workstation shifts.

5. Verify Absence and Leave

Record known labour exceptions before assigning operators.

An absent operator cannot provide staffing coverage.

6. Run Auto-Fill

Use Auto-fill Day or Auto-fill Week.

7. Review the Result

Investigate every unresolved shift and its reason.

8. Make Manual Assignments

Use manual assignment for approved exceptions to the normal schedule.

Review any Swap Cover consequence before confirming.

9. Review Workstation Groups

Confirm that each production area has the expected total capacity.

10. Review Labour and Crews

Confirm that workloads and shift allocations are reasonable.

11. Review the Timeline

Check shift timing, overnight coverage, and overlaps.

12. Approve Timesheets After Execution

After production and attendance data are complete, review and approve the related Timesheets.

Recommended Implementation Steps

1. Configure Work Shifts

Navigate to:

Workforce → Shifts

Create accurate shift times, breaks, and overnight schedules.

2. Configure Work Calendars

Navigate to:

Workforce → Work Calendars

Define:

Working weekdays

Available shifts

Company default

Shop default

3. Configure Holidays and Exceptions

Create closures and Special Working dates.

4. Configure Labour Resources

Confirm each labour has:

Code

Name

Labour Title

Labour Group

Work Calendar

Default shift

Production-stage eligibility

5. Configure Crews and Rotations

Create Crew fixed shifts and repeating rotations where required.

6. Configure Workstation Calendars

Confirm that each workstation inherits or directly uses the correct Work Calendar and shifts.

7. Configure Operator Links

Link the normal operators to each workstation.

Use shift-specific links where one operator should cover only a particular shift.

8. Record Attendance Exceptions

Add Absent, Leave, Late, Early Out, Overtime, and Swap Cover exceptions as required.

9. Review the Shift Calendar

Check all four tabs:

Workstations

Workstation Groups

Labour

Crews

10. Test Auto-Fill

Run Auto-fill on a controlled Day or Week and review:

Assignments created

Remaining gaps

Operator sources

Assignment conflicts

11. Review Capacity and Actual Hours

Confirm that Planned, Staffed, Actual, Maintenance, and Coverage Gap values are reasonable.

12. Establish the Operating Routine

Define who is responsible for:

Weekly staffing preparation

Absence recording

Manual assignments

Auto-fill

Maintenance schedule review

Timesheet approval

Troubleshooting

Every Workstation Shows No Operator

Review:

Workstation operator links

Production-stage labour eligibility

Labour shifts

Work Calendar compatibility

Absence and Leave exceptions

Existing assignments elsewhere

A Workstation Shows Not Configured

Review:

Workstation Work Calendar

Workstation Group Work Calendar

Shop default calendar

Company default calendar

Weekly shift pattern

Active Work Shifts

Auto-Fill Assigns Nobody

Possible reasons include:

All shifts are already covered

No eligible operators exist

Eligible operators are absent

Operators are assigned elsewhere

Labour shifts do not match

The selected days are Approved or Locked

Workstation schedules are not configured

Review the Auto-fill Result for the exact reason.

Actual Hours Are Extremely High

Review:

Production durations

Duplicate progress records

Overlapping operations

Shared labour records

Operation Date and Time

Whether work was recorded outside staffed periods

Actual Hours are source-driven and are not limited to Planned Hours.

A Crew Is on the Wrong Shift

Review:

Crew fixed shift

Active rotation

Cycle Start Date

Effective From and Effective To

Offset Days

Individual dated shift

One-day Swap Cover

Work Calendar availability

A Holiday Still Shows Working Time

Review:

The resource’s effective Work Calendar

Whether the Holiday applies to that calendar

Special Working exceptions

Date and recurring-year settings

Cached scheduling information

Governance Rules

Shift Calendar values are calculated from source scheduling and production data.

Planned Hours come from effective Work Calendars and Work Shifts.

Shift breaks are excluded from planned working hours.

Maintenance downtime is reported separately from operator gaps.

Coverage Gap is available planned time without staffing coverage.

Actual Hours come from Production records.

Utilization is Actual Hours divided by Staffed Hours.

Utilization may exceed 100%.

A daily assignment takes priority over Linked and Derived coverage.

Linked operators take priority over Derived operators.

A worker must be present on the matching shift to provide coverage.

Absent and Leave workers do not satisfy workstation coverage.

One labour cannot be explicitly assigned to different workstations for the same date and shift.

Passive Linked or Derived coverage uses one operator for only one workstation per shift.

Manual assignment may create a one-day Swap Cover when shifts differ.

Auto-fill never creates Swap Cover exceptions.

Auto-fill does not move Manual assignments.

Re-running Auto-fill fills only remaining gaps.

Clear Auto-fill removes only automatic assignments.

Approved and Locked days reject operator assignment changes.

Non-Working dates do not create operator coverage gaps.

Missing schedule configuration is shown as Not Configured.

Overnight shifts belong to the date on which they start.

Workstation Group values are aggregated from member workstations.

Period Utilization is calculated from period totals rather than averaging daily percentages.

Capacity Status is different from the live Running, Idle, or Down workstation status.

⭐ Best Practices

Configure Shifts and Work Calendars before using the Shift Calendar

Resolve Not Configured resources before reviewing staffing gaps

Link normal operators directly to their workstations

Use Production Stage eligibility as a fallback rather than the main long-term plan

Record Absence and Leave before running Auto-fill

Prepare weekly assignments before the production week begins

Run Auto-fill again after correcting missing links or exceptions

Review every unresolved Auto-fill result

Use Manual assignment only when a specific operational decision is required

Review Swap Cover consequences before confirming an assignment

Avoid assigning one worker to multiple machines in the same shift

Use Workstation Groups to compare production-area capacity

Review the Timeline for night shifts and overlaps

Investigate utilization above 100% instead of assuming it is incorrect

Correct Production source records when Actual Hours are wrong

Keep Maintenance orders and downtime windows accurate

Review Holidays and Special Working dates before capacity planning

Clear only automatic assignments when rebuilding a plan

Complete scheduling corrections before Timesheet approval

Use Capacity Status filters to focus daily supervisor action

Review Period Summary values rather than relying only on individual days

Labours – Manage individual workers

Labour Titles – Define skills and roles

Shifts – Control working hours and availability

Production Stages – Where labour groups are used

Shift Calendars

Shift Calendars Page#

Capacity Board and Timeline#

Capacity Board#

Timeline#

Resource Tabs#

Workstations#

Workstation Groups#

Labour#

Crews#

Date and Period Controls#

Selected Date#

Previous and Next Arrows#

Day#

Week#

Month#

Status Filter#

Search#

Display Options#

Capacity Status Legend#

Fully Staffed#

Partial (Gap)#

No Operator#

Down / Maintenance#

Non-Working#

Not Configured#

Capacity Calculations#

Planned Hours#

Down / Maintenance Hours#

Staffed Hours#

Coverage Gap#

Actual Hours#

Utilization#

Reading Capacity Board Cells#

Period Summary#

Cell Tooltips#

Cell Detail Panel#

Resource Header#

Exceptions#

Capacity Overview#

Shift Details#

Operators#

Resource Actions#

Operator Source Legend#

Linked#

Derived#

Assigned#

Operator Resolution Priority#

One Workstation Assignment per Labour#

Passive Operator Allocation#

Manual Operator Assignment#

Assignment to a Different Shift#

Approved and Locked Days#

Auto-Fill Day#

Auto-Fill Week#

How Auto-Fill Selects Operators#

Auto-Fill Does Not Change Labour Shifts#

Auto-Fill Is Repeatable#

Auto-Fill Result#

No Remaining Gaps#

Unresolved Shift Reasons#

All Eligible Operators Are Assigned Elsewhere#

No Eligible Operator#

All Eligible Operators Are Absent#

No Shift-Compatible Operator#

Clear Auto-Fill#

Timeline View#

Reading Timeline Bars#

Workstation Timeline#

Labour Timeline#

Capacity Status Compared with Live Workstation Status#

Relationship with Work Calendars#

Relationship with Holidays#

Relationship with Crews and Shift Rotations#

Relationship with Timesheets#

Relationship with Production#

Relationship with Maintenance#

Recommended Daily Planning Workflow#

1. Select the Date#

2. Review Not Configured Resources#

Shift Calendars Page

Capacity Board and Timeline

Capacity Board

Timeline

Resource Tabs

Workstations

Workstation Groups

Labour

Crews

Date and Period Controls

Selected Date

Previous and Next Arrows

Day

Week

Month

Status Filter

Search

Display Options

Capacity Status Legend

Fully Staffed

Partial (Gap)

No Operator

Down / Maintenance

Non-Working

Not Configured

Capacity Calculations

Planned Hours

Down / Maintenance Hours

Staffed Hours

Coverage Gap

Actual Hours

Utilization

Reading Capacity Board Cells

Period Summary

Cell Tooltips

Cell Detail Panel

Resource Header

Exceptions

Capacity Overview

Shift Details

Operators

Resource Actions

Operator Source Legend

Linked

Derived

Assigned

Operator Resolution Priority

One Workstation Assignment per Labour

Passive Operator Allocation

Manual Operator Assignment

Assignment to a Different Shift

Approved and Locked Days

Auto-Fill Day

Auto-Fill Week

How Auto-Fill Selects Operators

Auto-Fill Does Not Change Labour Shifts

Auto-Fill Is Repeatable

Auto-Fill Result

No Remaining Gaps

Unresolved Shift Reasons

All Eligible Operators Are Assigned Elsewhere

No Eligible Operator

All Eligible Operators Are Absent

No Shift-Compatible Operator

Clear Auto-Fill

Timeline View

Reading Timeline Bars

Workstation Timeline

Labour Timeline

Capacity Status Compared with Live Workstation Status

Relationship with Work Calendars

Relationship with Holidays

Relationship with Crews and Shift Rotations

Relationship with Timesheets

Relationship with Production

Relationship with Maintenance

Recommended Daily Planning Workflow

1. Select the Date

2. Review Not Configured Resources

3. Review Down / Maintenance