Review and export an employee monthly plan

Before you start

Open Employees, select the person, and open Monthly Plan. This report shows planned shifts, not recorded attendance.

Check the employee name and select the month using the month field or arrows.
Choose Refresh after schedule changes and wait for the plan to load. Review the dates, worksites and shift times.
Choose Download CSV for a spreadsheet file. Export buttons are disabled when there are no shifts or that export is being prepared.
Choose Download PDF to open the print preview in a new window. Use the browser print dialog to print or save as PDF.
Open the exported file and verify the employee, month and shift details before sharing it through your company’s approved channel.

Check the exported file against the selected employee and month. Verify shift dates and times before sharing.

If the PDF preview is blocked, allow pop-ups for this site and try again. Keep the employee and month unchanged while the preview is prepared.
Exporting a plan does not publish shifts or confirm employee acceptance. Use Publish for that workflow.

Company workspace features require sign-in.