Profiles & work data
Maintain personal data, scheduling capability, work times, contracts, and time accounts
An internal user's profile connects contact information with the data needed for shift and working-time planning. Not every tab is visible to every role.
Personal data
Personal data contains the profile image, first and last name, pronouns, company, position, email address, phone number, and a free description. It also shows the person's teams. The Position is a dropdown field: the available positions are predefined centrally by the admins.
People can change some of their own information. For another profile, administration, team management, or worker-management permission is required depending on the field. Email and phone visibility, language, chat, and contrast are personal settings described under My account.
Operation plan, availability, and absence
The Operation plan tab shows the person's shifts over time. Depending on permission, availability, absence or vacation, and temporary employment can also be maintained there.
Temporary employment has a start and end date. Availability and absence may cover single ranges or recurring entries. They support planning but do not automatically replace a formal approval. See the Shift Plan manual for scheduling and conflicts.
Work profile
The work profile defines professional scheduling capabilities:
| Setting | Effect |
|---|---|
| Job title / description | Describes the person's professional role |
| Show as freelancer | Can additionally flag an internal account in relevant external views |
| Default project roles | Suggested or assigned automatically when the person joins a project team |
| May be assigned to shifts | Controls whether the person appears as schedulable staff |
| Global qualifications | Organisation-wide skills used by shifts |
| Crafts | Professional areas in which the person can be scheduled |
| Craft functions | Detailed qualifications within a craft |
To appear in suitable shift selections, a person must be schedulable and match the required crafts and qualifications. Shift planner for instead describes the crafts whose planning the person may see or edit; it is not the same as their own qualification.
Work time pattern
Choose a centrally prepared pattern or enter individual weekly hours for Monday through Sunday. You can also specify a validity period.
While a named pattern is selected, daily values cannot be edited freely. Remove it when this person needs individual times. Work patterns provide the basis for target hours and comparisons in work-time and shift-plan views.
Employment contract and terms
The Employment contract tab assigns a contract template. Values copied from the template can be adjusted for this person. Depending on configuration, these include:
- full and half days off per week,
- special rules for defined special days,
- compensation period,
- overtime rule and its compensation period,
- free Sundays per season,
- days off during the first 26 weeks.
Switch employment contract copies values from a different template; Remove employment contract breaks the assignment. Review individual deviations afterwards.
Contractual weekly hours, hourly pay, and additional notes may also be held as terms. Access is restricted because this information is sensitive.
Work times
Work times compares booked and expected times by day, week, and—for longer ranges—month. Authorised people can use Book working time to add a post-entry.
Reliable figures require complete work patterns, bookings, absences, and relevant shift data. A difference is initially a prompt to review, not automatically a payable positive or negative balance.
Compensation days and rule violations
Compensation days shows:
- open compensation entitlements,
- already granted compensation days,
- unprocessed shift-rule violations.
Create full or half days with a deadline and reason. Holiday compensation can reduce the daily target hours. Open entries can be granted or deleted, and granted days can be revoked. For rule-based entries, the triggering rule remains visible.
Overtime
The Overtime tab shows the person's account, deadlines, and payouts. Changes should be made only by responsible staff and reconciled with the underlying work-time data.
Recommended setup order
First maintain work profile and schedulability, then work pattern and contract. Only afterwards can target hours, rule checks, compensation days, and overtime be interpreted reliably.