Some vessels plan crew time off on a board rather than through leave
requests. On those vessels the Crew menu shows Planner instead of
Leave, and this guide applies instead of Leave Management.
Planner or Leave?
Every vessel runs in one of two modes, set per vessel under
Settings → Vessel Settings (click the vessel's name to see every setting with its explanation). Look at your Crew menu to see which you are on.
| Leave | Planner | |
|---|---|---|
| Crew menu shows | Leave | Planner |
| Adding time off | Crew submits a request | Entered straight onto the board |
| Approval step | Yes — approve or reject | None, it is live immediately |
| Leave balance | Tracked, accrued and deducted | Not kept |
| MLC accrual + Leave Balance report | Yes | No |
| Notifications to crew | Yes | None |
| Hours of Rest | Days off show as L | Identical — days off show as L |
Switching a vessel between modes keeps existing records and can be reversed at
any time. Hours of Rest behaves the same in both modes — a day covered by
planner time off is exempt exactly as approved leave is, so compliance is
unaffected by which mode a vessel uses.
Who Can Edit the Board
Viewing the Planner comes with normal crew access. Changing it — adding
time off, dragging bars, building rotations, editing manning targets —
requires either Can Edit Crew Profiles or Can Approve Leave. Without
one of those the board is read-only: no Add Leave, Build rotation, Export or
Configuration.
The Two Views
Open Crew → Planner. There are two views of the same schedule, plus a
configuration tab for editors.
Timeline
A year of the vessel across the top, one row per crew member down the side,
with a coloured bar for every period off.
- •Year / Month buttons zoom between the whole year and one month at full width.
- •The arrows and Today move you through the year; the month scrubber underneath jumps straight to a month.
- •On-board toggles the grey blocks that fill the space between someone's time off — the periods they are actually aboard.
- •All departments and Search crew narrow the rows.
- •Manning gap rows appear in red where a position drops below its headcount target. Click a red band to see the gap.
Manning (or Monthly Calendar)
A month at a time. Crew with manning access see the Manning view with
headcount by position; everyone else sees the Monthly Calendar of who is
off on each day.
Adding Time Off
The quick way — drag on the timeline
Drag across empty space in a crew member's row. The Add Leave form opens with
those dates already filled in. Confirm and it is on the board.
The form
Click Add Leave. Because this is the Planner, the form is deliberately
short — there is no balance, no deduction figure, no flights, and no approval:
- •Crew Member
- •Leave Periods — one or more dated blocks, each saved as its own bar.
Use one period per movement: rotation leave, then a travel day, then
rotation again, rather than one long block.
- •Leave Type — see below
- •Note
Click Add Leave (or Add 3 Periods, and so on) and the board updates
straight away.
Planner leave types
The Planner uses the day-code names rather than the standard leave names:
| On the board | Colour |
|---|---|
| Rotation (leave) | Blue |
| Medical / Sick | Orange |
| Crew Development | Teal |
| Paid Parental | Pink |
| Compassionate | Indigo |
| Unpaid | Grey-blue |
| Travel | Yellow |
| Neutral | Grey |
| PBQ (Pre-boarding Quarantine) | Burgundy |
Every one of them counts as off board, including a single travel day — a
crew member with a bar covering today shows as On Leave on the crew list
whatever their stored status says. None of them touches a leave balance,
because the Planner does not keep one.
Editing the Board
- •Move a bar — drag it left or right.
- •Change its length — drag either end.
- •Open it — click it, to edit the type, dates or note, or to delete it.
Every change is confirmed before it saves, and writes immediately — there is
no approval queue behind it.
If a crew member comes back early, toggling them On board from the crew
list ends the bar that covers today rather than leaving it running.
Building a Whole Rotation at Once
Build rotation lays out a two-person rotation across months in one action
instead of adding each stint by hand.
- •Click Build rotation.
- •On board first and Relief (swaps in) — the two crew who share the slot.
- •Rotation pattern — pick 2:2, 3:3 or 6:6, or type a custom stint in weeks or months (1–24).
- •[Name] joins — the anchor date the first person comes aboard.
- •Plan until — how far ahead to lay the rotation out.
- •Handover overlap — 0–5 days where both are aboard at each changeover.
- •Click Build rotation.
The two crew are written as alternating off-stints, so one of them is always
aboard. Watch them interlock on the Timeline with On-board switched on.
This replaces existing rotation leave for both crew inside the date range.
Other leave types are left alone, but any rotation bars already in the window
are cleared and rebuilt — so set Plan until to the period you actually
mean to redraw.
Manning Targets and Gaps
The Configuration tab sets the headcount each position should have aboard.
The Timeline then draws a red manning gap band on any date where the crew
actually aboard falls below that target, and puts a red dot on the month
scrubber so you can find the gap without scrolling the year.
The gap rows and the on-board blocks are worked out from the same data, so
they can never contradict each other.
Exports
Export offers three reports:
- •Crew Rotation Schedule (Excel)
- •Crew Rotation Schedule (PDF)
- •Manning Gap Report (PDF)
Tips
- •Enter one period per movement rather than one long block — the board reads as the real sequence of joins, travel and time off, and the exports follow it.
- •Turn On-board on before checking a rotation. Gaps between two people's time off are the point of the board, and they are invisible with it off.
- •Set the manning targets in Configuration first. Until a position has a target there is nothing for a gap to be measured against, so no gap will ever show.
- •Build rotation is destructive to rotation bars in its window — check Plan until before confirming.
- •The Planner keeps no leave balance. If a vessel needs balances, MLC accrual tracking and the Leave Balance report, it wants Leave mode instead — see the Leave Management guide.