Configuring Shift Patterns

To specify shift pattern parameters:

  1. Open the Shift Patterns form.
  2. Select a blank line or an existing shift pattern from the grid at the left, then specify this information:

    3. Shift Pattern

    Specify a shift pattern code.

    Description

    Specify a brief description for the shift pattern.

    Pattern Time Unit

    Specify the pattern interval. Available selections are Daily, Weekly, Monthly, and Payroll Period. Weekly patterns will 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 will transition to the next leg on the first of each month. The Payroll Period interval transitions at the beginning of each pay period.

    Facility

    Specify a facility, if applicable.

  3. In the grid below the header, specify shift pattern definitions. 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 will occur in the order you specify here.

    4. 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.

    Note: If no available shift meets your needs, click Shifts to configure a new shift.

    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.

  4. 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.
  5. 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.

Related Topics

Shift Patterns

Shifts

Employees

Employee Types