Common Actions | MTP Help

Get help for the most common MyTimePlan actions!

Demand

How can I add daily demand for any work?

– by keyboard’s shortcuts in the Demand table
How can I copy monthly demand values for selected departments?
How can I copy demand values from one department to other departments?

Time Management

How can I check my current schedule?

How can I add a shift?
How can I delete a shift?
How can I add holidays to my schedule?
What do the colours of my shifts mean?

How can I copy my previous week/month schedule?

How can I copy my colleagues’ schedule?

Personnel

How can I add new employee?

How can I edit employee’s details?

How can I change employee’s password?

How can I add daily demand for any work?

1.   Click the Demand Tab on the top of the MyTimePlan App
2.   From Sub Menu, click the FixedStaffing Tab
3.   From The Demand Toolbar, click on the Edit Icon (Pencil Icon)
4.   You will see the Edit Demand window
5.   Select the department, job type at any time and a day you want.
6.   Fill the min/max values
7.   Click Save when you are done
8.   The Demand Values have been added

Note:

You can modify only these values what you need. If you want to change only min values, leave empty max values row.

Add demand values quicker by using keyboard shortcuts in the Demand table

1.   Hold down the SHIFT or CTRL button
2.   Select the rows you need
3. Double mouse click on any row (with pressed SHIFT or CTRL button)
4.   Put the demand value you want to have in selected rows and press ENTER button
5. Your demand values have been added to selected rows

Note:

In this way you can change as many rows as you want. It will help you to add identical demand’s values to selected rows.

How can I copy monthly demand values for selected departments?

1. Click the Demand Tab on the top of the MyTimePlan App
2.   From Sub Menu, click the FixedStaffing Tab
3.   From The Demand Toolbar click on the Copy Icon (Double paper sheet Icon)
4.   You will see the Copy Demand window
5.   In the mode section, select From source to source
6.   In the source section, select desired time period (e.g. 01.03 – 31.03.2013)
7. In the destination section, choose time period you would like to copy to ( e.g. 01.04. – 30.04.2013) and mark those departments and the specific jobs   that you want to copy.
8.   In the destination section, mark the min and max values, this allows you to copy exactly the same demand values as the previous month.
9. Mark Overwrite if you need.
10. Click Copy when you are done
11. The Demand Values have been copied.

How can I copy demand values from one department to other departments?

1.   Click the Demand Tab on the top of the MyTimePlan App
2.   From Sub Menu, click the FixedStaffing Tab
3.   From The Demand Toolbar click on the Copy Icon (Double paper sheet Icon)
4.   You will see the Copy Demand window
5.   In the mode section, select From source to destination
6.   In the source section, select desired time period (e.g. 01.03 – 31.03.2013) and the department you want to be your source department.
7.   In the destination section, choose the time period you would like to copy ( e.g. 01.04. – 30.04.2013) and mark those departments which are doing this work you want to copy.
8.   In the destination section , select work from the list.
9. In the destination section, mark min and max values, that allows you to copy exactly the same demand values as in previous month.
10. Mark Overwrite if you need.
11. Click Copy when you are done.

Note:

You can only copy the jobs that are relevant to the selected departments.

How can I check my current schedule?

1.   Click the Time Management Tab on the top of the MyTimePlan App
2.   From Sub Menu, click the Planning Tab
3.   From drop-down Period Filter, click Week
4.   From Employee Filter, select employee to your schedule
5.   Click Show to load your schedule.

How can I add a shift?

1.   Click on the day in the schedule, such as 02.10.2012
2.   You will see the Edit Selected Days window
3.   Edit properties details, such as the department, employee job and the shift time.
4.   Click Save when you are done.
5.   Your Shift has been added.

Note:

If you get Error Message, click here to read more.

How can I delete a shift?

1.   Click on the day in the schedule, such as 02.10.2012
2.   You will see the Edit Shift window
3.   Click Delete
4.   Your Shift has been deleted.

How can I add holidays to my schedule?

1.   Click on the day in the schedule, such as 02.10.2012
2.   You will see the Edit Selected Days window
3.   From Employee job list, choose Holiday
4.   Click Save
5.   Holiday has been added.

Note:

If you going to add more identical holiday days, you can save time by holding the CTRL or SHIFT button. Click here to read more.

What do the colours of my shifts mean?

1. Shift
2. Holiday
3. Completed attendance
4. Completed attendance with completed set action
5. Current attendance
6. Current attendance completing their set actions

How can I copy my previous week/month schedule?

1.   Click the Time Management on the top of the MyTimePlan App
2.   From The Planning+ Toolbar, click on the Copy Schedule Icon (Double sheet of paper Icon)
3.   You will see the Copy Schedule window
4.   Select the Don’t mix schedule between employees copy mode.
5.   Select yourself on the Employee(s) list.
6.   Select specific action, and week days that you want to copy.
7.   Select your desired time period in the From period section (e.g. 08.07.2013 – 14.07.2013).
8.   Select in the To period the dates you would like to copy your previous schedule (e.g. 15.07.2013-21.07.2013).
9.   Mark Don’t copy to holidays if you do not want to overwrite public holidays dates.
10. Click Preview when you are done

11. You will see the Preview Schedule window
12. Press the Apply button to confirm and save your changes.

How can I copy my colleagues’ schedule?

1.   Click the Time Management on the top of the MyTimePlan App
2.   From The Planning+ Toolbar, click on the Copy Schedule Icon (Double sheet of paper Icon)
3.   You will see the Copy Schedule window
4.   Select the Copy schedule from one employee to others employees copy mode.
5.   Select your colleague whose schedule you want co copy on the From Employee list.
6.   Select yourself on the To employee(s) list.
7.   Select specific action, and week days that you want to copy.
8.   Select your desired time period in the From period section (e.g. 08.07.2013 – 14.07.2013).
9.   Select in the To period the dates you would like to copy new schedule (e.g. 15.07.2013-21.07.2013).
10. Mark Don’t copy to holidays if you do not want to overwrite public holidays dates.
11. Click Preview when you are done

12. You will see the Preview Schedule window
13. Press the Apply button to confirm and save your changes.

How can I add new employee?

1.   Click the Personnel Tab on the top of the MyTimePlan App
2.   From Sub Menu, click the Employee Tab
3.   Click on the Add new employee Icon
4.   You will see Add new employee Page
5.   Edit employee details, such as User Name, Initials, SSN, Attendance Type, Employee Department, and Job Type
6.   Click Save when you are done
7.   New Employee has been added

How can I edit employee’s details?

1.   Click on the Pencil Icon on the top left of the Employee List
2.   You will see the Employee page
3.   Edit the employee’s details
4.   Save your changes by clicking Save button

How can I change employee’s password?

1.   Find the employee on the Employee List whose password you would like to change
2.   Click on the Pencil Icon on the left of the Employee Name
3.   You will see the Employee page
4.   Click on the Pencil Icon on the top right of the Employee page
5.   You will see Change password window
6.   Enter twice new password
7.   Click Change

Note:

Password must contain minimum of 6 characters, include numbers and letters.