Planbase

How managers review schedule changes, availability, and time off in Scheduling → Requests, and open-shift claims in Open Shifts.

Reviewing employee schedule requests

Learn how to access and review user profiles in Planbase

Managing user profiles in Planbase

This guide has moved. See Reviewing employee schedule requests.

Understanding schedule change requests

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

Support

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Guides for users with Manager permissions in Planbase

Manager Guides

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