Planbase

Learn how Managers approve or deny time-off requests in Planbase, view pending requests, and manage notifications for employees.

How to review time off requests

Learn how to access and review user profiles in Planbase

Managing user profiles in Planbase

Learn how managers can review, approve, and deny schedule change requests in Planbase

Understanding schedule change requests

Learn how to navigate the Scheduling screen in Planbase, manage shifts, approve time-off, and adjust schedules for employees

Overview of scheduling for Managers

Learn how to track staffing levels, required hours, and forecasted appointments using schedule metrics in Planbase.

Viewing schedule metrics and staffing allowances in Planbase

How to view and edit occurrences for employees that you manage

🏁 Occurrence Tracking

Joe Shearman

Jack Light

Guides for users with Manager permissions in Planbase

Manager Guides

Find answers and get help from Intercom Support and Community Experts

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