Configuring Shift Patterns

  1. Select Time Track > TimeTrack Forms > Shift Patterns. TheShift Patterns form is displayed.
  2. Select a blank line or an existing shift pattern from the grid at the left.
  3. Specify this information:
    Shift Pattern
    A shift pattern code.
    Description
    A brief description for the shift pattern.
    Pattern Time Unit
    The pattern interval. Possible options:
    • Daily
    • Weekly
    • Monthly
    • Payroll Period
    Note: The Weekly patterns transition from one leg to the next on Mondays, regardless of the day of the week the shifts within the pattern start on. The Monthly interval transitions to the next leg on the first of each month. The Payroll Period interval transitions at the beginning of each pay period.
    Facility
    A facility, if applicable.
  4. Specify shift pattern definitions in the grid below the header. Each line  represents a shift in the sequence. A shift pattern might consist of a night shift, a morning shift, and an afternoon shift. Shifts occur in the order you have specified.

    Select the first row. Sequence number 1 is assigned automatically. From the Shifts list, select the shift that will occur first in the shift pattern. Click Colors to specify a color format to denote this shift on the calendar. Specify a foreground (text) color and a background color and view the result in the Sample field. When finished, click Save and Exit.

    Select the second row. Sequence number 2 is assigned automatically. From the Shifts list, select the shift that will occur second. Click Colors to specify a color format for this shift.

    Repeat this process until you have designated all shifts that will occur sequentially in the shift pattern.

    • Optionally, to view the shift sequence on the calendar, click Shift Patterns Calendar. This button is not available when Payroll Period is specified for the pattern interval.
    • Click Generate Calendar to initiate the shift pattern. This button is not available when Payroll Period is specified for the pattern interval. The shift pattern is generated automatically when Payroll Period is specified for the pattern interval.