Shifts

Access: Roles assigned the Department Change permission (Directors, Facility Coordinators, and higher).

Department shift code settings are added, edited, and managed from the Departments > Shifts screen.

Article Contents HideArticle Contents Show
  1. View Department Shifts
  2. Copy Shifts
  3. Add Department Shift
  4. Field Definitions

View Department Shifts

To view the Department Shift page:

  1. Go to Departments > Shifts.
  2. The View Department screen displays.

View Department Shifts Screen

Copy Shifts

When creating shift codes with similar settings, it is often easier to copy an existing code, make the required edits, and then save.

To copy existing shifts:

  1. In the View Department Shifts table header, click Copy Shifts.
  2. From the drop-downs, select the facility to copy from and to as well as the department to copy from and to.
  3. Select the shift code to copy into the department.

  1. Click Save.

Add Department Shift

To add a department shift:

  1. Go to Department > Shifts
  2. Click Add Dept. Shift.

View Department Screen highlighting the Add Dept. Shift button.

  1. Complete the required fields to add the shift.
  2. Enter Shift Code, Shift Description, Start Time, and End Time.

Add Department Shift page

  1. Complete the remainder of the fields based on the field definitions provided below.
  2.  Click Save.

Field Definitions

Field Name

Definition

Facility:

Facility Name.

Department:

Department Name.

Shift Code:

Shift Code Label. May use up to 3 characters.

Shift Description

Description of shift.

Start Time:

Start time of shift.

End Time:

End time of shift. Should only include productive hours do not include lunch in time frame.

Meal Break:

Length of meal break.

Offset:

Ability to offset the start or end time of a Shift Code.

If an employee must clock in prior to the department's summary time, enter an offset value before the summary time. For example, select an offset of 15 minutes and Before if the employee must clock in at 6:45 for a summary time that begins at 7:00. This eliminates the need to create a new summary period with a 6:45 start time.

Shift start and end times can be offset by up to two hours.

Count:

Determining if this shift should or should not count in the total number of staff on the schedule and should or should not show on the daily roster page.

Productive:

Examples: Office Days, Orientation, Education, etc.

Non-Productive

Productive

Shift codes to indicate an individual is working in the department.

Other

Any shift an employee is working but not in the typical function of the department.

Non-productive

Any shift an employee is paid for but not working. Examples: PTO, Bereavement, Jury Duty, Military Leave, LOA, etc.

Call

Call shifts.

Placeholder

A shift code to hold space but not an actual scheduled shift. Example: X, REQ.

Pay Code:

Ability to attach pay codes to shift code for the Time and Attendance interface.

Must Request:

Shifts that will require an employee to request through an approval process.

Sort Order:

The order in which the shift codes will appear in the drop down lists.

Use to Create Open Needs:

Determines if the shift code will be used when Open Needs lists are generated. This must be selected if the department generates open needs based on shift codes rather than summary periods.

Disabled:

Disabling a previously existing shift code.

 

 


      Facility Scheduler 3.11.11.0