Welcome to WFM Planner

Welcome! WFM Planner is your central tool for workforce management, scheduling, and staff allocation. This guide will help you get up to speed with the core concepts and navigation of the application.

Navigating the Application

The main navigation bar at the top of your screen gives you access to the primary features of the planner:

• Planner: The main control center where you can view project schedules, track milestones, and assign staff to jobs.
• Roster: A detailed grid view of staff work schedules, showing regular hours, leave, and specific assignments.
• My Team: A personalized area where you can manage your direct reports, search the staff directory, and update roster patterns.
• Leave: The calendar interface for viewing, applying for, and approving staff leave.
• Tools: Specialized utilities, including the visual Organization Structure and automated Timesheet Approvals.
• Admin Settings: (For Admins) The configuration hub for the application, where you manage integrations, webhooks, and account roles.

Getting Help

Whenever you need assistance with a specific page or feature, look for the Help (question mark) icon in the top right corner of the navigation bar. Clicking this button will open the relevant Knowledge Base article for the page you are currently viewing.

Next Steps

To begin using the application, we recommend starting with these guides:

1. Planner Guide - Learn how to view and manage projects.
2. My Team Guide - Learn how to curate your team and manage staff.
3. Roster Guide - Learn how to update and view rosters for your team.
4. Profile Page Guide - Verify your account details and role.

If you have manager or administrator access, you may also want to review the Settings Configuration Guide to ensure your integrations and organization details are correctly set up.