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What to do after the installation

We recommend the following steps after installating ZePlanner – Staff Scheduling Software:

1.) Enter employee data
ZePlanner includes one default entry for employees in the distributed version. You can edit this entry according to your preferences and add further employees. Choose labour times and group affiliations. It is recommended to set the standard labour times for your company first so that you can simply copy them for each employee.

2.) Enter company data (licensed version only)
Data entered here will be used in order print-outs.

3.) Create more users
Create new users of the desired type.

4.) Adjust settings
Adjust the settings according to your personal preferences (colours, fonts, font size, …)

5.) Enter orders
Enter your first orders. You can move them into the timetable via drag&drop immediately.

6.) Monitor planning with the order costing
The integrated order costing allows you to monitor your orders live from the start.

You can find more information and directions in the quickstart tutorial.

 


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