Assigning Work Pattern Rotations

Assigning Work Pattern Rotations

• Access Assign Rotation Page:

  • Admins, Managers with Time On permission
    • access Work Pattern Rotations via the Work Pattern Rotations button on the Time On page

• • Admins, Managers with Directory permission 
    • access Work Pattern Rotations via the Work Pattern Rotations button in the employees Directory Settings.

• Assignment:

  • Select the rotation you want to assign and click on the "Assign" button associated with it.

• On the "Assign 'Name of Rotating Work Pattern'" page, you'll see a table displaying weeks and associated work patterns.
• To assign the same start date to multiple employees

 

• • • Use dropdown filters to filter employees by office, department, or team.
    • Tick the employees you would like to assign this start date to
    • Next to the Start date for employees button, select the date you would like the rotation to begin for these employees
      • Rotations start on a Monday
    • Click the Start date for selected employees button
    • All selected employees will now be assigned this start date for the rotation
    • click Save
• To assign an individual employee a start date

 

• • • Click the edit icon that corresponds to their name
    • Select the date you would like the rotation to begin for these employees
      • Rotations start on a Monday
    • Make sure that the employee has been selected and their checkbox is blue.
    • Click Save

A confirmation message will indicate successful assignment, and the rotation will be applied to the selected employees from the specified start date.

Tips and Considerations:

• Ensure that rotations are configured accurately, considering the specific scheduling requirements and preferences of your workforce.
• Regularly review and update rotations as needed to accommodate changes in staffing or operational demands.
• Communicate any schedule changes or rotation assignments effectively to employees to ensure clarity and compliance.
• Monitor rotation assignments periodically to identify any issues or conflicts and address them promptly.

Editing existing work patterns.

• To be clear. Editing a work pattern is not possible. Work patterns can be re-assigned.
• Work patterns can not be edited once their are assigned, the times and working days are locked.
• If you created a work pattern with an error, you can archive it and delete it
• If you need to change an employee's work pattern, you need to assign a different work pattern to them
• The reason for this, is that work patterns are shared amongst many offices and employees, and editing one could have unforeseen consequences affecting other employees employment records.