Shifts

This option allows you to create the shifts that your employees will be assigned to. A shift defines starting and ending times, Shift Policies and assigned department level.

  1. Click on the main "Schedule" navigation tab, and then on either the [SHIFTS] icon located under the Setup section of the screen, or on the "Shifts" link in the row of links directly below the main program navigation tabs.
  2. To add a new shift, click on the [CREATE SHIFT] icon located in the lower left-hand corner of the screen.
  3. Enter a Name for this shift as you would like it to appear in the system.
  4. Enter a Start Time and select "AM" or "PM" from the drop-down menu.
  5. Enter an End Time and select "AM" or "PM" from the drop-down menu.
  6. The Duration Time field automatically populates based on the specified start and end times. Any changes made to this field will update the specified start/end times accordingly.
  7. If the hours worked on this shift are to be assigned to a specific department level, click on the link in the Department Filter field and make the desired selection from the menu that appears.
  8. Select the Shift Policy that you would like to assign this shift to from the drop-down menu.
  9. Click on the [SAVE] icon to save the shift.

Existing shifts are displayed under the Active section of the main "Shifts" screen.

  • To edit a shift click on the link in the Name column.
  • The "Copy" link allows you to make a duplicate of the shift. This can be useful when creating multiple shifts with similar settings.
  • Click on the icon_delete.jpg icon to inactivate a shift. The shift is moved to the Inactive section of the screen. Inactive shifts are not used by the system, but are retained for later use. Click on the "Activate" link to re-activate an inactive shift.
  • To permanently delete an inactive shift, click on the icon_delete.jpg icon located to the right of the desired shift in the Inactive section of the screen.

Related Topics

icon_previous_topic.jpg