Planbase

This guide will tell you how you to create a schedule using our templates functionality

Scheduling with Templates

How the Planbase agent uses forecasts, rules, and optimization tools to help build optimized schedules

Optimizing with the Planbase agent

Learn how to publish and communicate employee schedules using Planbase

Publishing schedules in planbase

How to configure and schedule activities in Planbase

Getting started with activities in Planbase

Using the optimize feature to build schedules, assign employees and schedule activities

Scheduling with Planbase's Optimize feature

Getting started with scheduling

How to approve timesheets and export them to your payroll provider

🕐 Manage Timesheets and Pay Rules

Learn how to compare scheduled hours with required hours in Planbase, manually adjust staffing needs, and generate required hours from forecasts.

View, adjust, and generate required hours in the scheduling page

How to create and update a recurring schedule

🔄 Recurring Schedules

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Jack Light

How to schedule your staff with templates, optimization and manual tools

Scheduling

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