HRM Plan terminology – What Do the Different terms in HRM Plan mean?

Work shift
A work shift is a requirement that should be connected to a person. Work shifts are linked to an account code, have a specific time and the number of participants required. Competence requirements can be added. Work shifts can occur on individual days or roll on in a cycle. Work shifts are colour-coded to give you a better overview in the schedule.

Competences
Competences are different types of knowledge that employees can be linked to and which various work shifts require.

Staffing requirements
Staffing requirements are work shifts that, during the year, are connected to competences and times. You could say that a work shift becomes a staffing requirement when it is assigned a date, account code and times.

Default schedule
The default schedule is a suggested schedule that is meant to assist with scheduling. A default schedule is created for a number of weeks and then repeated throughout the year. You can use work shifts in the default schedule.

Staffing plans
With staffing plans, you have the opportunity to create and staff work shifts in a single view. If you are working with staffing plans, you can choose to hide the views for work shifts and the default schedule from users. In staffing plans, you create your staffing requirement, you can connect competences and enter your requirements.

Schedule overview
The schedule overview could also be called the annual schedule or period schedule. It is the actual schedule that the employee has. The default schedule is rolled out and adjustments for specific days can be made. The schedule overview is what the employee then works from and which the times in the time report are reconciled against.

Publish schedules
Publishing a schedule is a way to limit what employees can see in the mobile app/schedule. You can publish up to any date you wish and you can choose which people to publish for. It is also possible to reverse a publication.

Shift notification
Used to send emails or text messages to employees to ask if they can work specific shifts.

Shift swap
In HRM Mobile, an employee can ask a colleague about a possible shift swap.

Automatic staffing
Automatic staffing is used if you want to staff a number of work shifts based on certain predefined criteria.

Budget/Key performance indicator
Budget/Key performance indicator is a way of working enabling you to see, within staffing, what the planning you have done will cost.

Available work shifts (HRM Mobile)
In HRM Mobile, you can see which available work shifts there are and employees can request different work shifts.

Fill gaps with break
When the staffing includes more work shifts on a day, it is necessary to fill the gaps with a break so that the system calculates the working time correctly in the scheduling.

Listed as available
Term for employees who are staffed on a work shift without being counted as occupied.