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Services

Planning

✳︎ Manage employee schedules and shifts

Plan shifts and assignments on a visual schedule, publish to employees, and handle open shifts and swaps without spreadsheets.

NEXT WEEK - DRAFT
ANNA · MON-WEDMARC · TUE-FRIOPEN SHIFT · SATLIDA · SUNCONFLICTS AND ABSENCES VISIBLE WHILE PLANNING
DRAG + DROPPUBLISH TO PHONES
The schedule in minutes

Somewhere tonight a manager is doing next week's shift plan in a spreadsheet, cross-checking vacations by memory. Odoo Planning replaces that evening: drag shifts onto a visual schedule, see conflicts and absences as you plan, and publish to everyone's phone in one click.

The weekly schedule takes minutes, not an evening.

Open shifts let people claim work, swap requests handle life's surprises without the manager as switchboard, and recurring patterns copy the week forward. The plan stops being a document and becomes a living board.

FIG.01 - A SWAP, HANDLED
MARC: CAN ANYONE TAKE FRIDAY?ANNA: I WILL TAKE ITRULES CHECKED ✓✓ SCHEDULE UPDATED FOR BOTHLIFE HAPPENS - THE BOARD ABSORBS IT
Technical drawing · shift swaps
How it works
the loop runs itself
STEP 01Drag shifts onto the schedule
STEP 02Publish to employees
STEP 03Open shifts and swaps handled
STEP 04Copy the week forward
Minutes
to plan the week: drag, drop, publish
Publish
schedules land on every employee's phone
Swaps
handled between employees, by rule, not by manager
Copy week
recurring patterns roll forward in one action
Key capabilities
Spec sheet · 4 functions
Drag & drop shift planning
Publish schedules to employees
Open shifts and swap requests
Copy weeks and recurring patterns
In an ERPSWISS project
Part of our 7-step delivery
STEP 1Configure
We model your roles, locations and shift templates so planning starts from patterns, not zero.
STEP 2Integrate
Planning reads Time Off and feeds Timesheets: absences and hours stay consistent everywhere.
STEP 3Train✳︎
Your team learns Planning in the training step of our 7-step journey, with your processes documented in your own Knowledge base.
Good to know

Odoo Planning: one module, one shared database, zero double entry.

Odoo Planning is one of the standard applications of the Odoo platform, part of the Services family. Like every Odoo module, it runs on the same database as CRM, sales, inventory and accounting: information entered once is available everywhere, with no connectors, no sync jobs and no manual exports. Companies choose it to replace a patchwork of disconnected tools with one integrated system that is easier to maintain and cheaper to own.

In daily work, teams rely on Planning for: drag & drop shift planning; publish schedules to employees; open shifts and swap requests; copy weeks and recurring patterns. Because the module is part of the platform, every action leaves a clean trail for reporting: managers watch live dashboards instead of assembling spreadsheets, and the numbers stay consistent across departments and companies.

ERP SWISS is an official Odoo partner. We implement and configure Planning for companies in Switzerland, France, Germany, the EU and Armenia, including localization, data migration, staff training and long-term support. A typical implementation takes weeks, not months: we configure the standard module to your processes first, and add custom development only where it truly pays off. Book a free demo to see it on your own scenarios.

See Planning working on your own processes: on a free demo.
Book a Demo