Creating a Rotation

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To create a rotation, click on the “Add Rotation” button on the Rotations page. A pop-up form will appear where you enter the following information:

DETAILS:

Start time of the shift
End time of the shift
Employee category (optional)
Priority (mandatory or optional shift)
Shift Type: Used to characterize shifts with specific attributes, such as night shifts, holiday shifts, or special nature shifts. They are mainly useful in customized rules, for example, to ensure an even distribution of night shifts among employees.
If it is a split shift

SPOT:

Company division (pre-selected)
Spot – choose the spot where the shift will take place.
Spot skills – When you select a spot with predefined skills, these are automatically added to the shift.
Notes (optional)
Colour

REQUIRED SKILLS:

These skills complement the spot’s skills, and you can add any skills required for this particular rotation.

Choose the skill type and select the skill from the list. You can designate the skill as mandatory (Must-have) or optional (Good to have).

For mandatory skills, you can also specify the required level by selecting one of the following options: any level, highest, or lowest.

To create shift templates, it is necessary to first define a template to which they will belong. Each template has a name and is linked to the company division it belongs to.

Templates act as “umbrellas” that organize sets of rotations, which are grouped based on some common logic — for example: Summer work schedule, Optional shifts, Holiday schedule.

Completion of Rotation Creation:

After filling in the necessary fields, click “Save,” and the rotation for the spot will appear on the Rotation page. Initially, all shifts of a newly created rotation are marked as “Unassigned Shift”.

By clicking on an employee’s icon and then on an empty shift, you set them as the preferred employee for that specific position.

The original empty icon will be replaced with the employee’s icon, which includes their short code and the color assigned to them.

Defining a Rotation length:

The length of the rotation must be defined in the division settings and remains the same for all rotations within that division.

If not defined, the user receives the message: “Cannot create a rotation without a defined rotation length. Please go to Divisions and define the rotation length for this division. This can only be done by Admins”.