Recurring Schedule Templates

Recurring schedule templates can be used to define all types of shifts, including rotating shifts, split shifts, or open shifts.

For example, a three-week rotating shift can include the first week on mornings, the second week on afternoons, and the third week on evenings. A split shift can be defined for employees that work the morning shift on Monday, Tuesday, Wednesday, and the evening shift on Thursday and Friday. An open shift template can be defined for days when the business is expected to be extra busy and additional employees are needed.

To add a new Recurring Schedule Templates:

• Click Schedule, then click Recurring Templates in the main menu.
• Click New in the button bar and complete all the fields.
• As needed, add or delete weeks from the template by clicking the plus and minus buttons on the far right.

See the Basic Operation section for details on viewing, adding, editing and deleting.

 

Recurring Templates Tab FIELD DESCRIPTION Name Enter a name for this template. Description Enter a description for the template, including how it is to be used. Week A week defines the different shift hours for each day of the week. To add another week to the template, click the plus button on the far right and repeat until you have the correct number of week entries. For a routine shift that has the same hours each week, enter 1 in this field. For a rotating shift, add additional weeks with a different number for each rotation week. For example, in a rotating shift the employees work mornings for the first week, afternoons in the second week, and evenings in the third week. Enter 1 in the week field for mornings, 2 in the second week field for afternoons, and 3 in the third week field for evenings to create a 3-week rotating shift. For a split shift where the employee works mornings on some days and evenings on other days, create a template with two week entries and enter 1 in both week fields, but each week would have different days selected or In/Out times. Status Select the status of the scheduled shift. STATUS DESCRIPTION Working Select this value if the employee will be scheduled to work this shift. Absent Select this value if employee will be schedule absent (not working) for this shift. FIELD DESCRIPTION Absence Policy When the shift status is Absent this field will be displayed below allowing you to select an Absence Policy from the drop-down. Days of Week Check the boxes for the days of the week this template covers. For example: If the template covers a work week of Monday through Friday, check the boxes for M, T, W, T, F. If it is a weekend shift, check the first and last S boxes for Saturday and Sunday. If it is a split shift, check the boxes for M, T, and W on the first week then check T and F on the second week for the evening shift days. Shift Time Enter the In and Out times to indicate when the shift starts and ends. Total This field is automatically calculated from the IN and OUT times in the previous field. Schedule Policy Choose a Schedule Policy. Branch/Department Select a branch from the first drop-down and a department from the second drop-down. Job/Task Select a job from the first drop-down and a task from the second drop-down. Open Shift Multiplier This field defines how many employees are needed to have full coverage on the shift. Enter a number in this field to indicate the number of open spots on this shift. As employees are scheduled, the number declines until the shift is completely staffed. This feature is especially useful for retail stores that have more customers on sale days or weekends and need to schedule additional employees to work on those days. NOTE:  This field is used only when the recurring schedule using this template is assigned to the "OPEN" employee.