To add staff to a department:

Organization Managers and Department Managers with access to the department can manage staff members.

With the Create New Staff option, staff details can be defined individually.

The Add Staff Members screen includes four tabs:

Each tab is used to define a different part of the staff member’s information and planning-related settings.

In this tab, the staff member’s basic information is entered.

You can define:

Enter the staff member’s full name.

This name will be displayed in staff lists and schedules.

The Personnel Code field can be used for an internal employee number or staff identification code.

This field is optional.

The Group field is used if staff groups are defined in the department.

Groups can represent different roles, qualifications, teams, or seniority levels.

For example:

If no group is selected, the staff member remains as No Group.

The Employment Start Date field is used to define the staff member’s starting date.

Select Part-time Staff if the staff member works part-time, then enter their part-time work hours in the Part time work hours field.

This section is used to enter the staff member’s contact information.

You can enter:

In this tab, the staff member’s working hour limits and shift work count limits are defined.

The Hours tab contains two main sections:

In this section, you can define minimum and maximum working hour limits for the staff member.

The available day types are:

For each day type, you can define:

In these fields, you can define only minimum, only maximum, or both together.

These values can be set individually for each staff member or updated in bulk for multiple selected staff members.

Important:

Defined hour limits are considered hard constraints and are strictly enforced by the automatic planning algorithm.

These hour conditions:

If these conditions cannot be met, the algorithm may return an infeasible result and the schedule cannot be created.

This section is used to define how many times the staff member can work specific shifts.

Each active shift in the department is listed separately.

For each shift, limits can be defined for:

For each period, you can enter:

For example, if the department has a shift named Morning, you can define how many times this staff member can or should work that shift within a week or month.

This setting is useful when:

Shift work count limits can also be updated in bulk for multiple selected staff members.

Important:
Shift work count limits must be compatible with working hour limits, staffing requirements, leave entries, and other constraints.

If these limits conflict with other rules, the schedule may become infeasible.

When defining hour limits and shift work count limits, shift durations and leave entries must be evaluated together.

There are only 2 shift types in this department.

Each shift is 11 hours.

Weekly minimum hours are defined as 44.

The staff member has 4 days of unpaid leave.

In this case, even if the remaining available days are worked, the weekly minimum hours may not be reached.

Therefore, planning can become infeasible.

Similarly:

Weekly maximum hours are defined as 55.

Each shift is 11 hours.

If the shift structure requires assigning 6 shifts to a staff member, the total working time becomes 66 hours.

In this case, the maximum hour condition cannot be satisfied, and the algorithm may return an infeasible result.

A staff member has a weekly maximum count of 2 for the Morning shift.

However, due to staffing requirements and staff availability, the schedule requires assigning this staff member to the Morning shift 3 times in the same week.

In this case, the shift work count limit cannot be satisfied.

Since the algorithm cannot assign the staff member to the Morning shift more than the defined maximum count, the schedule may become infeasible.

The algorithm does not assign shifts in a way that violates defined hour limits or shift count limits.

These limits are hard constraints.

Hour limits and shift count limits entered by the user must be evaluated together with shift durations, leave entries, staffing requirements, and other planning rules.

If all constraints cannot be satisfied simultaneously, no solution can be generated.

In such cases:

This tab is used to determine whether the staff member can be suggested as a support resource in other departments.

The section is called Supported departments.

In this tab, you can:

A staff member is primarily defined only in the department they are added to.

Selecting a department under Supported departments does not include the staff member in automatic planning for those departments.

This setting means:

In other words:

When adding a new staff member, overtime tracking is not available immediately.

The Overtime tab displays the message:

Save the staff member first to track overtime.

This means the staff member must first be created and saved before overtime information can be tracked.

After the staff member is saved, overtime information can be managed from the staff member’s edit screen.

After entering the necessary information, click Add Staff Member to create the staff member.

The Add Staff Member button may remain disabled until the required fields are completed.

You can also click Cancel or close the window if you do not want to add the staff member.

With the Bulk Import option, multiple staff members can be added at once.

With this method:

After entering or pasting the staff names, click Add Staff Members to complete the import.

Important:
During bulk import, only basic staff information is captured.

Working hours, shift work count limits, supported department assignments, group information, communication details, and overtime-related information must be configured afterward.

From the Staff Members tab, you can select multiple staff members using the checkboxes and update their settings at the same time.

After selecting the staff members, click Edit.

With bulk edit, you can update:

If the selected staff members have different existing values, the relevant field is displayed as Mixed.

You can:

Selected staff members can also be removed in bulk by clicking Remove Staff.