{"id":1920,"date":"2022-09-21T14:27:05","date_gmt":"2022-09-21T12:27:05","guid":{"rendered":"https:\/\/www.ems-help.ch\/docs\/ems-deployment-planning\/introduction-permissions\/permissions\/"},"modified":"2025-05-06T09:53:25","modified_gmt":"2025-05-06T07:53:25","password":"","slug":"permissions-2","status":"publish","type":"docs","link":"https:\/\/www.ems-help.online\/en\/docs\/permissions-2\/","title":{"rendered":"Authorizations for resource planning"},"content":{"rendered":"\n<p>A combination of authorizations is required to use the deployment planning function.<\/p>\n\n<h2 class=\"wp-block-heading\">Profile authorization<\/h2>\n\n<p>To see the &#8220;Shift planning&#8221; menu item, this must be set in the corresponding authorization role in the user profile.<\/p>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"698\" height=\"504\" src=\"https:\/\/www.ems-help.online\/wp-content\/uploads\/2022\/09\/Web_Einsatzplan_Zugang.jpg\" alt=\"\" class=\"wp-image-5633\" srcset=\"https:\/\/www.ems-help.online\/wp-content\/uploads\/2022\/09\/Web_Einsatzplan_Zugang.jpg 698w, https:\/\/www.ems-help.online\/wp-content\/uploads\/2022\/09\/Web_Einsatzplan_Zugang-300x217.jpg 300w\" sizes=\"auto, (max-width: 698px) 100vw, 698px\" \/><\/figure>\n\n<p>With this authorization, you will now see the Shift Planning module. This is only necessary for <strong>employees<\/strong> who <strong>actively carry out planning (scheduling)<\/strong>. Employees who carry out assignments do not require this authorization.<\/p>\n\n<h2 class=\"wp-block-heading\">Authorization for employees<\/h2>\n\n<p>For an employee to be visible in shift planning, this authorization must be set on the employee. You have two options for setting this authorization.<\/p>\n\n<h3 class=\"wp-block-heading\">Variant via employee administration<\/h3>\n\n<p>Open the employee in the employee administration and switch to the &#8220;Time recording&#8221; tab.<\/p>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"749\" height=\"202\" src=\"https:\/\/www.ems-help.ch\/wp-content\/uploads\/2022\/09\/image-1.png\" alt=\"\" class=\"wp-image-1928\" srcset=\"https:\/\/www.ems-help.online\/wp-content\/uploads\/2022\/09\/image-1.png 749w, https:\/\/www.ems-help.online\/wp-content\/uploads\/2022\/09\/image-1-300x81.png 300w\" sizes=\"auto, (max-width: 749px) 100vw, 749px\" \/><\/figure>\n\n<p>In the Authorizations area, you must check the &#8220;Shift planning&#8221; box in the line for your role or personal authorization.<\/p>\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"147\" src=\"https:\/\/www.ems-help.ch\/wp-content\/uploads\/2022\/09\/image-3-1024x147.png\" alt=\"\" class=\"wp-image-1932\" srcset=\"https:\/\/www.ems-help.online\/wp-content\/uploads\/2022\/09\/image-3-1024x147.png 1024w, https:\/\/www.ems-help.online\/wp-content\/uploads\/2022\/09\/image-3-300x43.png 300w, https:\/\/www.ems-help.online\/wp-content\/uploads\/2022\/09\/image-3-768x110.png 768w, https:\/\/www.ems-help.online\/wp-content\/uploads\/2022\/09\/image-3.png 1166w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n<p>In principle, you can register directly as an employee, but we recommend that you always work with authorization roles.<\/p>\n\n<h3 class=\"wp-block-heading\">Variant via authorization roles<\/h3>\n\n<p>Open the desired authorization role, select <em>Personnel Management (HRM)<\/em> (1) and then <em>Personnel Scheduling<\/em> (2). Under <em>Assigned employees<\/em> (3), add the desired employees. <\/p>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"960\" height=\"485\" src=\"https:\/\/www.ems-help.online\/wp-content\/uploads\/2022\/09\/Web_Einsatzplan_Mitarbeiter.jpg\" alt=\"\" class=\"wp-image-5635\" srcset=\"https:\/\/www.ems-help.online\/wp-content\/uploads\/2022\/09\/Web_Einsatzplan_Mitarbeiter.jpg 960w, https:\/\/www.ems-help.online\/wp-content\/uploads\/2022\/09\/Web_Einsatzplan_Mitarbeiter-300x152.jpg 300w, https:\/\/www.ems-help.online\/wp-content\/uploads\/2022\/09\/Web_Einsatzplan_Mitarbeiter-768x388.jpg 768w\" sizes=\"auto, (max-width: 960px) 100vw, 960px\" \/><\/figure>\n\n<p><strong>Important: In contrast to the employee, you do not enter yourself here, but the employees to be planned. The role manager (in the screenshot &#8211; system administrator) <\/strong> <strong>can thus schedule the assigned employees in the personnel resource planning.<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>A combination of authorizations is required to use the deployment planning function. Profile authorization To see the &#8220;Shift planning&#8221; menu [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center 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planning","term_url":"https:\/\/www.ems-help.online\/en\/docs-category\/personnel-deployment-planning\/"}],"doc_tag_info":[{"term_name":"Administrator","term_url":"https:\/\/www.ems-help.online\/en\/docs-tag\/administrator-en\/"}],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/www.ems-help.online\/en\/wp-json\/wp\/v2\/docs\/1920","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.ems-help.online\/en\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/www.ems-help.online\/en\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/www.ems-help.online\/en\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.ems-help.online\/en\/wp-json\/wp\/v2\/comments?post=1920"}],"version-history":[{"count":15,"href":"https:\/\/www.ems-help.online\/en\/wp-json\/wp\/v2\/docs\/1920\/revisions"}],"predecessor-version":[{"id":8210,"href":"https:\/\/www.ems-help.online\/en\/wp-json\/wp\/v2\/docs\/1920\/revisions\/8210"}],"wp:attachment":[{"href":"https:\/\/www.ems-help.online\/en\/wp-json\/wp\/v2\/media?parent=1920"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/www.ems-help.online\/en\/wp-json\/wp\/v2\/doc_category?post=1920"},{"taxonomy":"glossaries","embeddable":true,"href":"https:\/\/www.ems-help.online\/en\/wp-json\/wp\/v2\/glossaries?post=1920"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/www.ems-help.online\/en\/wp-json\/wp\/v2\/doc_tag?post=1920"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}