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From Manage ➡️ Settings you can view 3 tabs:

  • General where you can set time zone in which the tenant works

  • Roster where you can define:

    • Enable backward draft date so insert as first draft also a day in the past

    • First draft: Insert the starting date of the draft (solve roster can be launched on the week that starts with the day inserted here)

    • Draft length: how many days to consider in the draft schedule (usually 7 or 14)

    • Publish length: how many days to consider in the scheduling publication

    • Rotation length: how many days to consider in the rotation syste

 

 

If in rules section (read here to find out more), you choose as week start day Monday, in settings you will be able to choose only a Monday day as first draft.

 

  • On XCALLY tab you can synchronise your XCALLY data inside XPLANY tenant

You can indicate:

  • Server url: so e.g. https://your_server.xcally.com

  • API Key that you can copy from your user account (e.g. admin user) by editing it, clicking on API key manager button and paste in XPLANY section

You can test integration by clicking on Test API key

Then you need to match your data, by indicating the corresponding XCALLY role with XPLANY role:

  • role for agents / role for users / role for admins (by selecting among roles created in XPLANY section)

  • default disposability: standard contract you want to consider

  • Sync data interval: every number of hours the data is synchronised

And click on Save button