Schedules are user defined and consists of a set of shifts which the employees who belong to that schedule work upon. Each shift must be linked to a schedule and an unlimited number of shifts can be linked to any schedule, with the same shift being linked to more than one schedule. The shifts should be in sequence as it related to the time of day.
Schedules represent a means of categorizing employees with common shifts. Schedules can be created/ named based on:
Physical location: for example: Head Office vs St. James Branch
Department: Sales Department, Warehouse Department, etc.
Common shifts: 8:00 am to 5:00 pm shift can be applied to admin staff which can include but is not limited to Purchasing, Training, Accounts.
Schedule Code: Enter an acronym for the schedule description.
Schedule Description: Enter the Schedule Name here.
Save the record and repeat to add more schedules.
Shift Schedules
Shifts must be linked to the schedules so that employees who are added to those schedules can be rostered for work on the linked shifts.
Pre-requisites:
Shifts must be created. To do so, review the How to enter a new shift article
Schedules must be created. To do so, review the How to create a new schedule article
Company: Select your company from the drop down list.
Schedule Code: The schedule code is auto populated based on the schedule record you have expanded. In our example we have expanded on the Sales Schedule therefor the schedule code comes up as 'SALES'
Shift: Select the shift code from the drop down list of shifts which are linked to your company. All the shift details will be filled automatically from the shift parameters which were set when the shift was created.
Shift Sequence: The shift sequence is a numerical representation of the order in which the shifts ought to be applied for employees who are flagged as floating employees and who work on consecutive shifts. Consecutive shifts are those which are sequenced one after the other and do not overlap. e.g. 8:00am - 4:00pm, 4:01pm-12:00am, 12:01am - 7:59am.
If consecutive shifts are not being used, then the sequence "1"can be entered for all shifts linked to the schedule.
Save the record and enter a new record to link another shift to the schedule.