Updating the Employee Shift Pattern

  1. From the homepage, select Scheduling > Schedule Optimization > Setup > Employee Shift Pattern.
  2. To add a shift pattern, specify this information:
    Employee
    Select one or more employees to view or update the shift pattern.
    Team
    Select a team to view or update the shift patterns for all its employees.
    Include Sub team
    Select this check box to include employees who belong to the selected team and all of its sub teams.
    Exclude Location Hierarchy

    Select this check box to load employees for the selected team and all of its sub-teams, instead of using the location hierarchy.

    Note: This check box is for MVS customers only and is hidden by default. Before you can enable it, you must first complete the required prerequisite configuration steps.

    See Configuring prerequisites for the Exclude Location Hierarchy check box.

    Start Date
    Specify the effective date for the shift pattern updates.
  3. Click Load to load the shift pattern.
  4. Review the loaded employees.
    If the list is not correct, adjust the selection criteria and click LOAD again.
  5. For each employee in the table, select or update the shift pattern and any related fields, such as Requirement, Job, and Activity, as required.
  6. Click Submit to apply the changes to the shift patterns from the specified start date.