Creating a Shift Pattern Rule (Advanced)

Shift Patterns provide a way to automatically apply shifts to the Scheduler with a specified pattern. This article contains a list of descriptions for the related settings to assist with the configuration of Shift Patterns.

Select the product Scheduling and the applicable scheduler.
Go to the Shift Patterns tab.
Select the applicable assignment group Company, Group, or Employee.

Settings for Managing Shift Patterns

Field	Description
Rule Title	The title of the rule that will appear in the Shift Patterns List.
Effective Start Date	The date when the Shift Pattern becomes active.
Schedule Plan	The currently chosen schedule plan for the shift pattern.
Locations/Departments/Positions	Choose the relevant criteria to filter eligible employees for this shift pattern.
Color	Specifies the color used to display the shift in the scheduler, aiding in visually differentiating various shifts.
Start Time	The beginning time for the shift.
End Time	The concluding time for the shift.
Shift Type	Same Day: The shift takes place within the same calendar day, from 12:00 AM to 11:59 PM. Overnight: The shift crosses over midnight, indicating it’s a 24-hour shift. Two Days: The shift endures between 24 and 48 hours. Three Days: The shift lasts between 48 and 72 hours.
Break (min)	Indicates the duration of the break within the shift in minutes.
Employee Shift Notes	Enables the addition of notes that employees can see in the Shift Details.
Is Critical?	Influences its categorization and workflow choices. Critical shifts may require additional focus or priority.
On Call?	Signifies that the employee must be reachable but not necessarily present on-site.
Pattern starts on	Indicates the initiation date of the Shift Pattern.
Pattern ends on	Indicates the conclusion date of the Shift Pattern. Infinite Option: If designated as infinite, the Shift Pattern will be continuously assigned to employees without an end date.

Pattern Selector

Category	Description
Recurrency Type	Daily: The Shift Pattern is assigned to employees every day. Weekly: The Shift Pattern is assigned on the selected days of the week (e.g., Monday, Wednesday, Friday). Monthly: The Shift Pattern repeats on a selected day of the month (e.g., the 1st, 15th, etc.). Days ON and Days OFF On: Defines how many consecutive days employees will work (ON). Off: Defines how many consecutive days employees will have off (OFF). Custom Cycle: Defines a custom schedule cycle using "S" (Scheduled) or "O" (Off). Each letter represents a day (e.g., "SSO" means work for two days, off on the third day). Advanced: Allows for more complex pattern selection by using a custom pattern selector.
Time Zone	Specifies the time zone in which the Shift Pattern’s shifts will be worked. This ensures correct scheduling across different geographical locations.
Time	Specifies the time at which the schedules will be published to the Scheduler. This defines when the shifts will be visible or updated for employees.
Publish Behavior	Publish With Workflow: The system will automatically publish the schedules using the default or customized scheduling workflow. Notifications are sent to employees, informing them of their shifts. Publish Without Workflow: The system will automatically publish the schedules without triggering the scheduling workflow, meaning no notifications will be sent to employees.

If an employee is already assigned to a different schedule plan, no shifts will be added to their schedule if there is a conflict or overlap with the new schedule.