Shift Planning
Plan shifts, assign employees, and manage organizational units for events.
Shift planning is the core of EVENTRA's workforce management. You can access it via Schichtplanung in the sidebar under "Event planen". This section covers the shift overview table, creating shifts, assigning employees, and managing organizational units.
Shift Overview (Table View)
Navigate to Schichtplanung in the sidebar. The main shifts page shows a data table titled Schichten with all shifts across the selected event.
Table Columns
| Column | Description |
|---|---|
| Status | Shift status badge: Offen (outline), Eingeteilt (secondary), Bestaetigt (default/green), Abgelehnt (destructive/red) |
| Mitarbeiter | Assigned employee name with profile hover card |
| Event | Event name |
| Tätigkeit | Task name, with a green "V" badge for volunteer positions |
| Beschreibung | Shift description text |
| Datum & Uhrzeit | Date and time range (e.g., "08:00 - 16:00" with date below) |
| Moegliche Konflikte | Conflict badges: same-day conflicts, same-event conflicts, rest period (ArbZG) conflicts, minijob limit warnings |
| Aktionen | Link icon to navigate directly to the shift in the unit detail view |
Filters
Click the filter button to reveal filter options:
- Event -- Select a specific event or "Alle Events".
- Tätigkeiten -- Multi-select filter for tasks, with "Alle Tätigkeiten" as default.
- Einheiten -- Hierarchical multi-select for organizational units (only available when a specific event is selected).
- Mitarbeiter-Info -- Filter by employee attributes (jobless, main job, student, favorite, blacklisted).
- Konflikt -- Filter by conflict type: "Schichten am selben Tag", "Schichten im selben Event", "ArbZG Konflikt", "Minijob-Grenze", or "Keine Konflikte".
- Datum -- Date range filter with available event dates.
Status Badges
Below the filters, clickable status badges let you quickly filter by shift status:
- Alle -- Total count of all shifts.
- Offen -- Unassigned shifts (shows count / total).
- Eingeteilt -- Assigned shifts.
- Bestaetigt -- Confirmed shifts.
- Abgelehnt -- Rejected shifts.
Action Buttons
Above the table, two buttons are available:
- Express-Erstellung (with lightning icon) -- Opens the express shift creation dialog.
- Einheiten verwalten (with gear icon) -- Navigates to the unit management page.
Export
Below the table, a shift export button allows you to export filtered shift data.
Creating Shifts -- Express Creation
The express creation dialog lets you create many shifts at once across multiple units and dates.
Opening the Dialog
- Click Express-Erstellung above the shifts table.
- A dialog titled Express-Erstellung von Schichten opens with the description: "Erstelle viele Schichten schnell und einfach. Waehle die Tätigkeiten, Einheiten und Daten aus und erstelle die Schichten."
Step 1: Task Groups (Tätigkeitsgruppen)
Each task group defines a set of identical shifts:
| Field | Description | Required |
|---|---|---|
| Anzahl pro Einheit | Number of shifts per unit (1-100) | Yes |
| Tätigkeit | Select a task from the dropdown (placeholder: "Auswaehlen") | Yes |
| Startzeit | Start time in hh:mm format (optional) | No |
| Endzeit | End time in hh:mm format (optional) | No |
| Beschreibung | Shift description (placeholder: "Schichtbeschreibung eingeben...") | No |
- Click Tätigkeitsgruppe hinzufuegen to add another group.
- Click Entfernen on a group to remove it (only if more than one group exists).
Step 2: Unit Selection
- Einheiten der Schichten waehlen -- A hierarchical multi-select showing all organizational units. Select one or more units where shifts should be created.
Step 3: Date Selection
- A calendar shows available dates. The event date range is highlighted in gray.
- Click Eventzeitraum auswaehlen to select all event dates at once.
- Selected dates appear as badges below the calendar.
- Click Auswahl leeren to clear all selected dates.
Preview and Submit
At the bottom, a preview message shows: "Es werden [X] Schichten in [Y] Einheiten an [Z] Tagen erstellt".
- Click [X] Schichten erstellen to create all shifts.
- Click Abbrechen to close without creating.
- Success message: "[X] Schichten erfolgreich erstellt!"
If creation fails, you will see: "Fehler beim Erstellen der Schichten: [details]"
Unit Detail View (Shift Planning per Unit)
Clicking on a unit in the sidebar or navigating via the shifts table takes you to the unit-specific shift planning view. This view shows shifts for a single unit on a specific date.
Date Navigation
A date carousel at the top lets you navigate between event dates.
Employee Sidebar
An employee sidebar shows available employees with their application data, allowing you to assign them to open shifts via drag-and-drop or manual selection.
Managing Units (Einheiten verwalten)
The units page is accessible via Einheiten verwalten in the sidebar under Schichtplanung, or via the button in the shifts table.
What You See
The page is titled Einheiten verwalten with the description: "Verwalten Sie die Organisationsstruktur per Drag & Drop". A badge reading "Drag & Drop aktiviert" confirms the interactive mode.
Unit Tree
Units are displayed as a drag-and-drop sortable tree. You can:
- Reorder units by dragging them up or down.
- Nest units by dragging them onto another unit to create parent-child relationships.
- Rename units via the context menu (three-dot icon): select "Name & Icon bearbeiten".
- Delete units via the context menu: select "Löschen".
- Change icons when editing a unit name, click the icon button to open the icon selector.
User Panel
On the right side, a panel titled Benutzer shows all HR users. The description reads: "Ziehen Sie Benutzer auf Einheiten um ihnen Berechtigungen zur Planung dieser Einheit (und dessen Untereinheiten) zu gewaehren". This feature is marked with a "Feature bald verfügbar" badge and is not yet active.
Sidebar Unit Management
Units can also be managed directly in the sidebar:
- Expand Schichtplanung by clicking the chevron.
- Hover over any unit to see the three-dot menu.
- Select Name & Icon bearbeiten to rename, or Löschen to delete.
- At the bottom of the unit list, click Einheiten verwalten to open the full management page.
Error Messages
Common error messages in shift planning:
- "Fehler beim Erstellen der Einheit." -- Failed to create a new unit. Check your connection and try again.
- "Fehler beim Bearbeiten der Einheit." -- Failed to rename or change the icon of a unit.
- "Fehler beim Löschen der Einheit." -- Failed to delete a unit. The unit may still have shifts assigned.
- "Kein Event ausgewaehlt" -- No event is selected. Select an event from the event switcher.
When using express creation, the following validations must pass:
- "Bitte Tätigkeit auswaehlen" -- A task must be selected for each shift group.
- "Mindestens eine Einheit auswaehlen" -- At least one unit must be selected.
- "Mindestens ein Datum auswaehlen" -- At least one date must be selected.