Oto Project Plan
Back to Workflows

Plan and work a schedule

Configure availability, roles, and templates; build branch schedules; resolve conflicts; and let employees view shifts, leave, and changes.

Existing functionality

Starting point

The journey begins when a manager plans a branch or team schedule, or when a staff member records availability or views assigned shifts.

Steps

  1. 1

    Employees record day-specific role availability or time off, and managers see it while building the branch schedule.

  2. 2

    Create week plans, rows, duties, breaks, role coverage and employee/casual assignments in branch timezone.

  3. 3

    Save a week as a reusable schedule template, preview and apply templates, and preview bulk changes before confirming them.

  4. 4

    Find overlapping shifts and conflicts with leave or days off, apply selected resolutions, and review or restore schedule history.

  5. 5

    Employee sees day/week/month shifts, leave and changes; authorized manager sees scoped team coverage.