Shift Patterns Overview (Advanced License)

Overview of Shift Patterns and the Pattern Selector

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.

Navigation:

1. Select EasyScheduling from the Product Menu

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2. Click a Schedule Plan in the Left Nav to expand the options and select Shift Patterns

3. Select an Assignment Group. Click here to learn about the Assignment Group Hierarchy.

Company – Applies to the whole company
Group – Applies to a group of employees such as a particular location or department
Employee – Select one or more employees for individual application

Overview

Setting	Description
Rule Name	Name of the Rule to be displayed in the Shift Patterns List
Rule Effective Start Date	Date the Shift Pattern goes into effect
Schedule Plan	Schedule Plan actively selected
Employee Shift vs Open Shift	Employee Shift - Add an employee shift pattern to be assigned to employees Open Pattern - Add an open shift pattern that can be taken by eligible employees
Location/Department/Position/ etc. (Criteria)	Select criteria to filter eligible employees
Color	Display color of the shift on the scheduler
Start Time	Start time of the shift
End TIme	End time of the shift
Shift Type	Same Day - 12:00 AM to 11:59 PM Shift is within the span of 1 calendar day Overnight - Shift crosses midnight Shift is within a 24 hour period Two Days - Shift length between 24 and 48 hours Three Days - Length is between 48 and 72 hours
Break (min)	Define the break length within the shift
Employee Shift Notes	Leave a note for employees to see in the Shift Details
Is Critical?	Marks shift as "Critical" for classification and workflow decisions
On Call?	Marks shift as "On Call" for classification and workflow decisions
Pattern Starts on	Start date of the Shift Pattern
Pattern Ends on	End date of the Shift Pattern If Infinite, Shift Patterns will be assigned to employees infinitely

Pattern Selector

Setting	Description
Recurrency Type	Daily - Shift Pattern is assigned to employees every day Weekly - Shift Pattern is assigned to the selected days of the week Monthly - Shift Pattern is repeated on the selected day of the month Days ON and Days OFF On = Define how many days employees will be ON (working) Off = Define How many days employees will be OFF (not working) Custom Cycle - Define a custom cycle using "S" or "O" S = Scheduled O = Off Each letter represents a day Advanced - Use the selector to specify a pattern
Time Zones	Select the Time Zone the Shift Pattern's Shifts will be worked in
Time	The time that the schedules will be published to the Scheduler
Publish Behavior	Publish With Workflow - The system will publish the schedules automatically using the default or customized Scheduling Publish Workflow (notifications will be sent to employees) Publish Without Workflow - The system will publish the schedules automatically without using the Scheduling Publish Workflow (no notifications will be sent to employees)

If an employee belongs to another Schedule Plan, no shifts will be added if an overlap is found