Services

Planning

Discover how TailorERP's Planning tools can streamline your business operations.

Manage all shifts by organizing them by role, employee, or project. The default Gantt view provides a clear overview of planned and pending shifts.

View your shifts on a Gantt chart, calendar, or list view, and group them according to your preferences.

Leave shifts unassigned and assign them easily using drag-and-drop.

Create shift templates and apply them to new shifts to save time and ensure no information is overlooked.

Set your shifts to repeat automatically, eliminating the need to manually enter the same actions each time.

Duplicate all the shifts from the previous week and adjust any changes as needed.

Receive a warning if an employee is scheduled for multiple shifts at the same time.

Portal

Send schedules to your employees.

Employees can view and manage their schedules through their personal portal.

Allow employees to unassign themselves from shifts via their personal portals.

Employees can claim open shifts through their personal portals or the app.

Generate various reports based on your chosen measures, filters, and time ranges.

Visualize your reports with attractive bar charts, line charts, or pie charts.

Generate detailed pivot tables and export the data as .xls files for use in other software.

Track allocated hours, billable hours, remaining hours, progress, and more to get a comprehensive overview of your team’s work.

Allow our expert team to show you how everything works.