Configure shift templates

Shift templates define a standard shift with common characteristics for one or many employees. You can then assign the shift to an employee or to many employees without needing to specify any characteristics.

Use shift templates when any of the following apply:

  • The organization uses standard shifts to assign to employees.
  • Multiple employees work the same shift.
  • Employees use Employee Self-Service (ESS) to create and manage their own schedules.

Example: Most employees in a department work from 9 a.m. to 5:30 p.m. Create a shift template that contains the start and end times, and segments for breaks and lunch. Then, assign this shift template to the employees.

Uwaga: After shifts are assigned to employees or groups, edits to the template do not change the assigned shifts.

  1. From the Main Menu, select Administration > Application Setup > Scheduler Setup > Shift Templates.
  2. Click New to create a new shift template, or select an existing shift template and click Duplicate, Edit, or Delete.
    3. Uwaga: If you delete a shift template, shifts from that template that are currently assigned to employees or groups are not affected.
  3. Enter a Shift Name and (optionally) a Description.
  4. Enter the data in the row for the first shift segment. A shift can have one segment, or more than one segment.
    • Type — Select the shift segment type: Regular, Transfer, or Break.
    • Day — Select the day when the shift segment starts (always day 1 for the first segment in a shift). Select 2 if a subsequent segment begins after the day divide (typically midnight).
    • Start Time — Enter the start time of the shift or segment.
    • Day — Enter the day when the segment ends. Enter 1 to indicate that the shift ends on the same day as it starts. Enter 2 to indicate that it ends the following day.
    • End Time — Enter the end time of the segment.
    • Tags — Select a shift tag to assign to the template.
    • Skills and Certs — Select one or more Skill and Certification profiles to assign to the template.
    • Transfer — If the segment is a transfer, select a labor account, job, or work rule transfer. A transfer is not valid for the Break segment type .
  5. To enter another segment, click Insert Row and repeat step 4.
  6. Click Save.
  7. Create or edit a Data Access Profile for the shift template:
    1. From the Main Menu, select Administration > Application Setup > Access Profiles > Data Access Profiles > Shift Templates.
    2. Select a profile and click Edit.
    3. Select items from Available and click the right arrow.
    4. Click Save & Return.