Adding a ST using a SRT

  1. Display the SRTs for the team or unit to which you want to add STs. See Displaying SRTs.
  2. Click the expand arrow (^) beside the SRT to which you want to add a ST.
    A list of any current STs is displayed.
  3. Click the plus sign (+) icon under the name of the SRT.
    The Create Shift Template window is displayed.
  4. Specify this information:
    Name
    The name of the ST.
    Description
    A text description of the ST.
    Unit
    Displays the unit or team to which the ST belongs.
    Staff Req Template
    Displays the SRT to which this ST belongs.
    Length
    The number of days that the ST will cover.
    Active
    Select the check box to indicate that the ST is in use.
    Effective Dates
    The date range over which the ST can be used.
  5. Under Auto-assignment Options, specify this information:
    Remove Unassigned
    Select the check box to remove any unassigned shifts once the schedule has been generated as part of the Auto-Assignment process.
    Replacement Shifts
    Select the check box to designate the shift template for replacement shifts during the Auto-Assignment process. This type of template must be used exclusively with Auto-Assignment groups containing the Replace Shift Type rule. For more information on configuring Auto-assignment groups, see Infor Workforce Management Auto-Assignment Implementation Guide.
  6. Click Save. Your new ST is displayed in the Shift Template tab. In the bottom half of the ST is the workload copied from the parent SRT.
    To add shifts to this ST, see Adding shifts to a ST.