Phantom scheduling

A phantom schedule, defined by the ghost icon, is a schedule based on a defined staffing profile. Staffing profiles are a type of schedule template defined for a certain type of employee with specific skills and a work pattern.

Staffing profiles are defined in the User Management module. You can then assign them to a scheduling period, and include them when you generate the schedule (by the Employees to schedule parameter).

When the scheduling engine generates the schedule, the staffing profile becomes a phantom schedule. Phantom schedules appear on the calendar, but are not linked to any employees, by default. You can determine whether to include them in the workspace from the Employees left pane filter (by selecting phantom schedules from the Phantoms filter).

Phantom schedules are useful when you want to add more people to the same scheduling period and use the same schedule for all or some of the employees.

Using phantom scheduling, you can:

Convert all or specific employee schedules to phantom schedules: Turning employee schedules into phantom schedules allows you to apply the same schedule to other employees in the current scheduling period.
Assign a specific phantom schedule to an employee: You can assign a phantom schedule created by including staffing profiles when generating the schedule, or by converting an existing employee schedule into a phantom schedule.
Remove all phantom schedules from the workspace: If needed, you can select to remove all phantom schedules from the workspace.