Overview
The Organization page is the central management area for organization-wide structures and settings in Oplist.
Definitions created at the organization level can be used across multiple departments. These settings provide the foundation for department configuration, staff planning, schedule creation, and reporting.
The Organization page is managed by the Organization Managers. Department Managers can manage settings within their authorized departments, but organization-wide definitions are created and maintained from this page.
How to Access the Organization Page
To access the Organization page:
Sign in with an account that has Organization Manager access.
Select Organization from the left menu.
Select the relevant tab at the top of the page.
The Organization page includes the following sections:
Daily Monitor
Departments
Global Shifts
Leave
Block Hours
Team Members
Schedule Requests
General Settings
Additional sections may be introduced as new organization-level features become available.
The Daily Monitor tab provides an organization-wide summary of staff assignments from approved schedules for the current day.
Assignments are grouped by department and shift.
For each assignment, you can view:
The department.
The shift.
The staff members assigned to the shift.
Use the Daily Monitor to:
Review the current day’s approved assignments across all departments.
See which shifts are scheduled for each department.
View the staff members assigned to each shift.
Open additional assignment information where available.
Export the daily assignment summary.
Only assignments from approved schedules appear in the Daily Monitor. Assignments from draft, pending approval, rejected, or otherwise unapproved schedules are not displayed.
If there are no approved staff assignments for the current day, the Daily Monitor displays an empty state and provides an option to create a schedule.
Departments
The Departments tab is used to create, organize, and manage departments within the organization.
Use this tab to:
Create departments individually.
Import multiple departments.
Create department groups.
Assign departments to groups.
Search for departments.
View current schedule and manager information.
Edit existing departments.
Department groups can be used to organize departments by location, facility, region, business unit, or another internal structure.
For detailed instructions, refer to Create and Organize Departments.
Global Shifts
The Global Shifts tab is used to create and manage shift templates that can be used by departments.
Use this tab to:
Create global shifts.
Define shift start and end times.
Configure break duration.
Configure organization-level shift rules.
Search and filter global shifts.
View which departments are using each shift.
Edit existing global shifts.
Departments can select and activate the global shifts they need for their own schedules.
The Real Off Setting is also managed from the Global Shifts tab and applies to the organization’s shift structure.
Detailed instructions for Global Shifts and Real Off are provided in separate articles.
Leave
The Leave tab is used to create and manage the leave types available across the organization.
From this tab, Organization Managers can:
View and search existing leave types.
Create new leave types.
Define a leave as Rest Day or Paid Leave.
Specify the paid hours per day for paid leave.
Define the number of consecutive days required for a leave type.
Edit existing leave types.
Delete leave types.
Leave types created at the organization level can later be assigned to staff members through HR Planning.
Creating a leave type and assigning leave to a staff member are separate operations. Leave types are defined on the Organization page, while individual staff leave entries are managed through HR Planning.
Block Hours
The Block Hours tab is used to create and manage block hour types across the organization.
From this tab, Organization Managers can:
View existing block hour types.
Create new block hour types.
Define a name for each block hour type.
Specify the number of hours associated with the block hour type.
Edit or delete existing block hour types, where available.
Block hour types created here can be used in the relevant areas of Oplist.
Team Members
The Team Members tab is used to manage users who can access the organization.
Use this tab to:
Invite team members.
View invitation and account status.
Assign roles.
Manage department access.
View the group or department assigned to a team member.
Manage existing team members.
Roles and department access determine which areas and departments each user can view or manage.
Schedule Requests
The Schedule Requests tab is used to manage the organization’s schedule approval process.
Use this tab to:
Enable or disable the schedule approval requirement.
Review schedules submitted for approval.
Search and filter schedule requests.
Approve or reject schedule requests where applicable.
When Require Schedule Approval is enabled, schedules created at the department level must be submitted for organization-level approval.
Approved schedules become available in the relevant areas of Oplist, including the Daily Monitor when they contain assignments for the current day.
General Settings
The General Settings tab contains organization-wide planning and calculation settings.
Depending on the organization configuration, this tab can include:
Equalization settings.
Country selection.
Standard daily working time.
Maximum daily working time.
Night shift limits.
Night shift hours.
Overtime multipliers.
Holiday days.
These settings can affect working-hour calculations, overtime calculations, reporting, and scheduling behavior across the organization.
Review these values carefully before departments begin creating schedules.
Patterns
A Patterns section is planned for the Organization page.
This section will be updated after the available pattern types, configuration options, and scheduling behavior have been finalized.
Organization-Level and Department-Level Settings
Organization-level definitions provide shared values and structures that departments can use.
Some settings are managed entirely at the organization level, while others may allow department-specific configuration.
Examples include:
Global Shifts are created at the organization level and selected by departments.
Leave types are created at the organization level and applied to staff through HR Planning.
Organization working-time settings provide shared values used in planning and calculations.
Some shift and department settings can be configured separately for the needs of a department.
When a department-specific value is available, it applies to that department without changing the original organization-wide definition.
Important Considerations
The Organization page is intended for Organization Managers.
Changes made on this page may affect multiple departments.
Review organization-wide values before creating schedules.
Creating a definition does not always activate it automatically for every department.
Some organization-level settings may be customized at the department level.
Only assignments from approved schedules appear in the Daily Monitor.
Summary
The Organization page is the central area for managing the structures and shared settings used throughout Oplist.
From this page, Organization Managers can manage:
Daily assignments from approved schedules.
Departments and department groups.
Global shifts and Real Off.
Leave types.
Block hour types.
Team members, roles, and access.
Schedule approval requests.
Organization-wide planning and calculation settings.
Separate articles provide detailed instructions for the operations available under each section.