Set up personnel plan

You configure all basic settings for the shift schedule under Settings > Personnel planning.

First, you set the shifts that exist in your restaurant. Many businesses use a 3-shift system with morning, midday, and evening shifts. However, if your restaurant is only open in the evening, you will most likely only need one.

1. To do this, click on add + New shift.
2. Assign a descriptive name for the respective shift and set the start and end time of the shift.
3. Save your new shift.

Areas refer to specific work locations. Examples include the kitchen, bar, and service. Under Settings > Personnel plan >+ Add new area you can define and remove work locations.

Specific tables can be assigned to each area (provided you use the table plan in resmio). This allows you to later assign employees to specific activity locations – useful for larger restaurants and/or specific rooms for events.

Furthermore, you can assign colors to the individual areas for a better overview. This way, you can see at a glance where your employees are assigned in the personnel plan.

People work in various roles in every restaurant, such as restaurant management, bartender, cook, dishwasher, or service staff.

1. When you click on Settings > Personnel plan > + Add role, you can define individual roles for your restaurant with a short description (optional).
2. You then assign these roles to your respective employee in the employee file.
3. For a better overview, the shift schedule will later be grouped according to the role areas.

To start with personnel planning, you must first add your employees along with their master data.

In the left sidebar under Personnel planning > Employees > + Add new employee you can create a list of all your employees.

• This overview contains all personal data such as private address, date of birth, insurance and tax number, hours worked, and vacation entitlement.
• In the file, you also set the role (e.g., service), which you previously defined in the basic settings.
• The employee file also provides information on how many vacation days the individual employees have taken or how often sick days have been entered.

Under Personnel planning > Absences you can record the vacation and sick leave of your employees.

1. To enter an absence, select the date in the row of the corresponding employee and click on the box.
2. In the dialog window, you now set the reason and the duration for the absence.
3. Save the absence by clicking on the corresponding button.

You can then also see all future absences in the overview in the Dashboard.

You can easily edit entered absences such as vacations or sick days if necessary.

1. To do this, hover your mouse over the entry you want to adjust.
2. A pencil icon will then appear over the absence. Clicking it opens a dialog window where you can adjust the settings.

You can, of course, also share the list of all absences with your team.

To do this, click on the Share button in the top right. You can send the shift schedule as an image file either via WhatsApp or via email.

To export or print the current view, click on the arrow next to the Share button.

When you open the absences, you automatically see the current month. You can change the view to weekly in the top left.

In the left tab under Personnel planning > Shift schedule you have your employees divided by role on the left and the individual days of the week on the right, where you can distribute the shifts.

Click on the desired day to create a shift. A pop-up window will then open where you can select one of the preset shifts or set a custom time.

After selecting a shift, you also have the option to assign an area to the employee.

When an area is assigned, the shift appears in the color of the area. This can provide a better overview.

You can also duplicate weekly shifts with a few mouse clicks.

First, select the desired period (such as a specific calendar week).

With the Copy button in the top right, you can copy the entire shift schedule selection to your browser’s clipboard and then transfer it to your desired period via Paste. This can be the next week, or anytime later.

Alternatively, any shift can also be created as a series.

You can edit existing shifts for your employees at any time.

To edit a specific shift, hover your mouse over the shift and then click on the pencil icon. You will enter the edit mode and can now make the desired changes.

You can, of course, also share your current personnel plan with your employees.

Here’s how:

• Switch to the overview under Personnel planning > Shift schedule
• Select the desired period via the date view
• Click on the Share button in the top right

You can optionally share the plan as an image file via WhatsApp or by email.

To export or print the plan, click on the small arrow “⌄” next to the Share button.

By default, the weekly view is preselected in the resmio personnel plan (shift schedule as well as the absence calendar).

You can switch between the daily, weekly, and monthly view at any time using the arrows in the top left. The switch is especially relevant when you want to share the shift or absences.

Your selected view is saved until the end of the session and then jumps back to the weekly view (e.g., when refreshing the screen window).

You can find the dashboard under Personnel planning > Dashboard.

In the dashboard, you have a compact overview of which employees are scheduled for today and which are absent. The system also informs you about current and upcoming birthdays of your employees.

You can also perform the annual accounts via the dashboard in your personnel plan. You can access the corresponding function via the button of the same name in the top right.

In practice, this means:

• The system checks how much vacation an employee has not yet taken (e.g., 7 days of remaining vacation in 2026).
• Through the annual accounts, any remaining vacation for your employees is not lost, but can be carried over to the following year.
• This preserves the correct vacation balance in the system, and vacation planning builds on the correct data in the following year.

Please note that annual accounts, once completed, are irreversible.