Definitions made at the organization level affect all departments and cannot be modified by Department Managers. The tabs and features under the Organization section are as follows:
Daily Monitor
Provides summary views of all departments, planned personnel, and planned schedules.
From this screen, the Organization Manager can:
View the planning status of all departments.
Monitor daily, weekly, and monthly assignments and occupancy rates.
Track overall planning density across the organization.
Create a new schedule using the Create Schedule button when needed.
Departments
All departments within the organization are defined and managed in this tab.
The Organization Manager:
Edits departments.
Groups departments.
Defines basic information such as country, time zone, daily legal working hours, department color, and icon.
Other planning details at the department level are managed by the Department Manager.
Global Shifts
Shifts to be used across the entire organization are defined in this tab.
The Organization Manager:
Defines shift start and end times.
Defines break duration.
Defines period-based assignment limits. (Limit shift assigments per period)
Defines the Real Off rule for shifts.
These rules are valid at the organization level and cannot be modified by the Department Manager.
If changes to existing shift hours are required, the Department Manager can request a new shift definition or a revision of the existing shift from the Organization Manager.
Leave
Leave types to be used across the organization are defined in this tab.
The Organization Manager:
Creates leave names.
Defines the leave type (Paid Leave / Rest Day).
Defines the number of paid hours for the leave.
The Department Manager selects from the leave types defined at the organization level and assigns staff leave to schedules accordingly.
Team Members
From this tab, the Organization Manager:
Invites new users to the organization.
Assigns roles.
Manages permissions.
For detailed information about roles and permission scopes, you can refer to the Roles and Permissions guide.
Schedule Requests
Schedules that are created and submitted for approval by Department Managers are displayed in this tab.
The Organization Manager:
Reviews submitted schedules.
Approves or rejects them.
Approved schedules become active.
This page is the central hub for all structural management operations at the organization level and is under the exclusive control of the Organization Manager.