Shift Pattern Page

Shift Pattern is a list of Shifts you create ahead of time. You can specify up to 4 weeks (or 28 days) of Shifts and assign the Pattern to your employees. When your start a new week, the Shift Pattern will be used to create a schedule for your employee.

To view the Shift Pattern Page, click the Members menu on the top menu bar, then select the Shift Pattern from the view menu.

On mobile devices, menus might be collapsed into a hamburger menu in the top right corner. Click the hamburger first, then select Members.


Shift Pattern page works with Paging and Sorting. Refer to the Paging, Filtering, Sorting for more.


From the Shift Pattern Page, you can perform the following tasks


How to Create a Shift Pattern

  • Click the Create Shift Pattern button in the top right corner.
  • Enter a name for the Shift Pattern. You can always change it later.
  • Use the slider to set the length of the Shift Pattern, anywhere from 2 days to 28 days (or 4 weeks).
  • Use the dropdown on each day in the table to select a shift for that day.
  • Click the Create button.

Alternatively, you can create a shift pattern by copying existing shifts.

Once you create a Shift Pattern, you can assign it to your employees. Once the Pattern Assignment is made, it will be used to create shifts for the week you are creating.

IMPORTANT

Shift Patterns are only used to create new shifts. If you modify a Shift Pattern, the new pattern will be used to create new shifts, but it has no effect on the shifts that's already been created.


How to Edit a Shift Pattern

  • Locate the Shift Pattern you'd like to edit.
  • Click the rightmost column on the table row to show a dropdown menu, then select Edit.
  • Alternatively, clicking directly on the table row will bring up the same editor.
  • Enter a name for the Shift Pattern.
  • Use the slider to set the length of the Shift Pattern, anywhere from 2 days to 28 days (or 4 weeks).
  • Use the dropdown on each day in the table to select a shift for that day.
  • Click the Save Changes button.

Updated Shift Pattern will be used to create future shifts for the employees who are assigned to the Shift Pattern. It has no effect on the shifts that's already been created.


Delete Pattern

You can delete a shift pattern provided if is not used in a Pattern Assignment. If you wish to delete a Shift Pattern that's currently assigned to a member, you must first Delete Pattern Assignment.

  • Locate the Shift Pattern you'd like to delete.
  • Click the rightmost column on the table row to show a dropdown menu, then select Delete".