The profiles and permissions feature in Kenjo helps you decide on the level of permissions available for different people in your company based on their job roles. 

Profiles that have rights to manage the shiftplan are  HR Admin, Admin, and Manager profiles. When you want employees to manage the Shiftplan you can either add them to one of the upper profiles or set up a custom profile for them.

TABLE OF CONTENTS

• Before getting started 
• Overview Permissions

  Customize permissions for shift planning

• Permission Categories 

Before getting started 

As a recap, to start using Shiftplan, the basic settings needed are: 

• Activation of the feature 

• Adding office/locations and activating them for Shiftplan

• Adding roles

• Adding working areas

• Adding tags
   

The secondary settings are: 

• Mobile notification - whether employees should get notifications on new shifts and shift changes

• Break settings - whether breaks are included or excluded from the shift duration

Check out this article to learn how to set up your Shiftplan settings. Additionally, here you have a quick overview of the settings needed for Shiftplan: 

Tip: Click on the image to see it bigger.

Overview Permissions

Now that everything is set up, it is time to assign the profiles with its permissions. 

• Go to Settings > Profiles and permissions
• Scroll down to Shiftplan

Note: 

• Click on the image if you want to see it bigger
• If you don't see the set of permissions in this profile, it might be because you miss one of the steps in the previous section of this article called 'Before we start'

Customize permissions for shift planning

• To adjust who can do what in shift planning or to enable employees to manage the shiftplan, create a custom profile in Profiles & Permissions. If needed, read this article about how to create a custom profile 
• Go to Edit Employee profile for shiftplan configuration inside the Feature Management section
• Click Selected employees by criteria for a more restricted access for example for an employee handling the shift plan for one team via a custom profile, you can choose and define the criteria(s) for this profile

Permission Categories 

Feature Management - All settings for setting up Shiftplan are stored under this cluster of permissions  

• View shiftplan settings tab - Allows access to the Shiftplan settings menu under Shiftplan > Settings 
• View shiftplan schedule tab - Allows access to the Shiftplan scheduling menu under Shiftplan > Schedules
• Edit Employee profile for Shiftplan configuration - Allows the access to activate and edit the Shiftplan profile for new and existing employee profiles. 

Roles

• Create new roles - Gives permission to create new roles

• Edit roles and delete roles - Gives permission to edit and delete roles 

• Tags
  
  • Create new tags - Gives permission to create new tags 
  • Edit and delete tags - Gives permission to edit and delete tags 

• Working areas
  
  • Create new working areas - Gives permission to create new working areas
  • Edit and delete working areas - Gives permission to edit and delete working areas

Shift scheduling management - All settings for scheduling shifts are stored in this cluster of permissions 

• Manage/Access scheduled shifts - Gives permission to create, edit, and delete scheduled shifts for employees 
• Manage/Access open shifts - Gives permission to create, edit, and delete open shifts for employees

There are some actions which are not part of the profile and permissions but are set by default in the application. These are critical basic actions which can only be performed by the HR admin and admin. 

Actions on visible shifts: All settings around copying, deleting shifts in bulk and publishing shifts are stored in this cluster of permissions

Templates: All settings for handling shift templates are stored in this cluster of permissions