Manage Shifts

You can access the shift definitions from the Scheduler tab within the 'Manage Shifts' option. Here you can manage all your shifts.

 

Shifts

 

Shifts: An unlimited number of shifts can be defined for a location. A given schedule cannot contain more than 64 unique shifts.

 

1. Shift Name: Each shift name can be up to 13 characters in length.

Shift Name Details:

 

 

 

2. Short Name: The 'Short Name' allows you to decide which 10 letter abbreviation to use for each shift.

3. Site: If you selected a separate site within the 'Shift' window the shift is added to the site. It displays the abbreviation for the site that you selected for each site within the 'Manage Shifts' screen. (If you did not divide your current scheduling location into separate sites you will not see this drop down menu displayed.) Each shift needs to be assigned to the site where it should be printed.

 

4. Start: Select the start time from drop down menu. You can choose a 12 hour or 24 hour selection from the 'Time format' within the 'Profile'.

 

5. End: Select the end time from the drop down menu. You can choose a 12 hour or 24 hour selection from the 'Time format' within the 'Profile'.

Important note if you have shifts that start at midnight:

For the starting time entered for shifts starting at midnight, both 00:00 and 24:00, each of which has a different meaning:

 

6. Duration: A 9:00 a.m. to 5:00 p.m. shift would be 8 hours in length, automatically calculated to the nearest ½ hour from the 'Start' and 'End' times values. The 'Duration' values are used when calculating summaries of hours worked.

 

 

 

7.Call or Backup shift: Backup and Call are special names. A 'YES' or a 'NO' will be displayed within this column.

 

8, 9, and 10. Weekend Shift If On Friday...Saturday…Sunday: If a provider works a particular shift on a Friday, Saturday or Sunday, should he or she be credited with working a weekend shift?

Weekend Shift If On Friday... Details:

 

11. Priority: Rank shifts by their scheduling importance.

Priority Details:

 

 

12. Shift off prior to a day off: Before creating an individual schedule, it gives you the option of indicating which shifts each provider wants Off. (i.e., has requested not to work due to vacations or other obligations.)

 

The 'Shift off prior to a day off feature' is designed to save you time when you are entering this information, as explained in the following example:

 

13. Active: Determines whether a shift is used and shown in new schedules that you create.

 

Active Details:

 

14. Add Shift: Here you can enter in your shift settings by clicking on the 'Add Shift' button.

 

15. Edit Shift: Modify your shift settings within the 'Shift' window.

 

16. Activate Shift: Select the shift in question that you want to activate. Now, click the 'Activate Shift' button to continue. The 'Activate shift' dialog box will display. You have the option to choose from 'Activate' and 'preserve all settings' or 'Active' and 'remove all settings'.

 

17. Deactivate Shift: Select the shift in question that you want to deactivate. Next, click the 'Deactivate Shift' button to make the change.