When a scheduling software company says "FREE SETUP," what does that really mean?
Do they set up one schedule template for you? All your templates? Do they just import the administrators? Or all your personnel?
We make sure not to skimp out on your setup so that you have a smooth roll out once the system is in your hands. Find out below what the setup team will include for you when you get started with PlanIt Police scheduling software.
Our setup technicians will:
1. Import All Personnel
We will add your names, titles, ranks, addresses, phone numbers, badge numbers, hire dates, and levels of access. You can edit this information at any time once you are in the system.
2. Set up Rotating Schedules
We will create all your templates based off of your past schedules and your answers to our questionnaires. We can set it out as short or long as you'd like depending how often you change the schedule.
3. Create Groups, Units, Platoons
There are different functions for each of these groupings. We will set them up initially so that you can see how they work and understand the differences based on your hands-on experience.
4. Set up Pay Periods for Payroll
We will ask you for a start and end date of your pay periods so that we can set up your system, for example, to one week, two week, or 28 day, pay periods. This will be important when you go to export hours for payroll.
5. Import Your Logo
Your department's patch, badge or logo will always be displayed on your login page and at the top left-hand corner of your install. This is added in to personalize the system even more for your department.
6. Create Custom Time Off Classifications
We will add as many time off codes as you need to into the system. For example: sick time, personal, vacation, comp, military leave or holiday.
7. Set up Minimum Staffing
Do you need 3 officers on patrol 7 days a week from 0700-1900? PlanIt makes it easy to keep your department properly staffed. Initially we will enter your minimum staffing rules so that any time you go below, an open shift will automatically be created.
8. Set up Overtime Forms and Classifications
To move your overtime hour form submissions into PlanIt, we need to first make sure all your custom codes are in. Add as many classifications as you need. You can add internal overtime like paperwork or court, but also external overtime if you do grant work or work for outside vendors. Check out here how our overtime forms work.
Our setup team works very hard to ensure that your system is accurate and filled with your specific data so you have a smooth roll out. Once it is set up, we will train you on your system so that you can also adjust any of the settings at any time. Best of all, setup, training and ongoing support are all included in one annual fee. Check out our pricing here!
How long does this process take?
Check out our onboarding process here or by clicking the button below!
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