Assigning shift patterns

You can assign a shift pattern to employees, entire teams, calculation groups, or payroll groups.

  1. From the homepage, select Maintenance > Schedule Settings > Shift Pattern Definition and Assignment.
  2. To create or assign a shift pattern to an employee population, specify this information:
    Employee
    Click the database lookup and select the employee to assign the shift pattern.
    Team
    Click the database lookup and select the team to assign the shift pattern.
    Calc Group
    Click the database lookup and select the calculation group to assign the shift pattern.
    Pay Group
    Click the database lookup and select the pay group to assign the shift pattern.
    Start Date
    Click the calendar icon and select the day the employee starts the shift pattern.
    The start date is the first date the employee's schedule is made from the shift pattern and not necessarily day 1 of the shift pattern. The start date of the shift pattern and the employee's shift pattern offset determine which day of the pattern falls on a calendar date.
    Permanent
    Select this check box to keep the shift pattern indefinitely. You must manually change the employee or group to another shift pattern. When this check box is cleared, you can specify an end date for an employee's shift pattern.
    End Date
    Click the calendar icon and select the day the employee ends the shift pattern.
  3. To assign an existing shift pattern, click the database lookup in the Shift Pattern Selection field.
  4. Select a shift pattern.
  5. Click Assign.