Oplist

It explains how the Add Special Request (soft constraint) and Add Leave (hard constraint) options work in the HR (Human Resources) planning screen and illustrates their impact on scheduling with…

HR Planning – Adding Special Requests and Leave

A guide explaining the user roles within the organization and the scope of permissions each role has.

Roles and Permissions

This article explains how to define shift requirements, including how many staff members must work on each day of a shift and, if staff groups are defined, how group-based requirements…

How Are Shift Requirements Defined?

This article explains how to create a new shift in Oplist, how to activate it in a department, and how to configure its settings.

Create a New Shift

Explains step by step how to create a new schedule.
During the schedule creation process, you define the date range, shifts, staff, leaves, and optional settings such as mentor–trainee assignments,…

Create New Schedule

Oplist schedules are generated using a set of constraints that control staffing requirements, rest rules, and assignment limits. Most are hard constraints, while Special Requests are treated as soft constraints…

Oplist Schedule Constraints

This article explains common situations where scheduling constraints may conflict, causing the schedule generation process to become infeasible.

An infeasible schedule means that no valid assignment can satisfy all hard…

Edge Cases and Infeasible Scheduling Scenarios

Special Days

Getting Started

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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