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ZePlanner Quick Start Tutorial

Prerequisite
You have installed ZePlanner – Staff Scheduling Software on your PC or in the network.

More information about the installation.

  • IconStep 1: Login

    login_quickstart_01At the first login, your username and the password are both admin.

    Click on OK to start ZePlanner – Staff Scheduling Software.


     

     

    login_quickstart_02The following short instruction manual will describe the first steps of using ZePlanner staff scheduler.

    If you want to hide the short manual, please click on the box next to Hide this window and then on Close.

    Note: To arrange the three windows (Timetable, Order overview, Tray) into a clear display structure, please select Windows –> Default window settings.
    These windows can be moved to any position.

     

     

     

  • IconStep 2: Change password

    change_password_quickstart_01Go to Settings–> Users to open the window Users.

     

     

     

     

     

    change_password_quickstart_02

    Right-click on the user admin to open the context menu.

    Please select Change password.

     

     

     

     

     

     

     

     

    change_password_quickstart_03You can change your password in this window.

    Please enter admin in the Old password box and then enter the new password twice.

    Confirm with OK.

    Attention: You are strongly advised to change your password!

     

     

     

  • IconStep 3: Enter employees

    enter_employees_quickstart_01To enter employee data, please open the window Employees first (Settings –> Employees).

     

     

     

     

     

     

    enter_employees_quickstart_02

    Open the context menu by a right-click into the blank part of the window. Select Add employee in the context menu.

     

     

     

     

     

     

    enter_employees_quickstart_03Enter all employee data in the window Edit employee and confirm with OK.

    Repeat this process until the data of all relevant employees are entered.

    After you have entered all employees, press the F5 key to refresh the display.

    You can now see the employees in the Timetable window.

     

     

    If you would like to use ZePlanner ACalc order costing, please select a GAW group and or enter an individual GAW (Gross Average Wage).

     

     

     

  • IconStep 4: Enter orders

    enter_orders_quickstart_01

    Press the F2 key to open the window for a new order (Order #, with # representing the number of the order). Please enter all data relating to the order here.

    This is also the window where you enter the client data and (if different) the property data.

    If you click on Search, then the respective overview will open in a separate window, allowing you to edit the client database and property database there as well.

     

     

     

     

  • IconStep 5: Assign orders to employees

    assign_orders_quickstart_01

    If you want to allocate orders to employees, move the order via drag&drop from the Order overview onto the respective employee in the timetable.

    The order is now allocated to that employee and can be moved or lengthened/shortened at will.

  • IconStep 6: ACalc order costing

    acalc_quickstart_01

    Right-click on an order in the order overview and select Order costing (alternatively: Orders –> Order costing) to open the window Order costing.

    After selecting a specific order from the order selection, you can enter the income and the costs.

    Open the window Income by clicking on the button Edit income, then right-click in the window Income for order # –> Add income.
    Here you can enter the name and the amount of the income.

    Repeat this process until you have entered every income of the order.
    You can enter the costs analogously (Edit costs –> Costs window).
    Both windows can be closed after finishing.

    Click on the button Refresh after you have finished.
    The order costing will now be calculated with the values you have entered.

     

     

  • IconCongratulations!

    ZePlanner – Staff Scheduling Software is now ready for a productive implementation!

    Enjoy this work schedular for the fastest and simplest way of workforce management.

     

    by Zweieck Software

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