Fixed shifts and Leave requests

Fixed shifts vs. Leave requests

There are two tables that you can find in this page.

The Overview table is specifically for date-specific, one-off requests for fixed shifts and preferred work times. In situations where there is a conflict, date-specific requests will take precedence over recurring availability.

On the other hand, the Recurring table is where you can record the general pattern or availability of your employees on a weekly or fortnightly basis. 

Fixed shifts: Shifts that are guaranteed to happen when generates. Annual leave (AL) is pre-defined as a fixed shift in our app.

Add Recurring request(s)

If your employees have a regular shift pattern, it's best to record it in the Recurring table for ease of use. This way, you won't need to enter the same information repeatedly, and the app can automatically fill in any gaps in your employee's availability.

1. Go to the recurring patterns table.
2. Enter the shift, shift group, or"shift-task" for each person on a given day.
3. Select the cell and choose which type of requests for the selection

Add Date Specific request(s)

1. Go to the overview table.
2. Enter the shift/shift group/shift-task for each person on a given date.
3. Select the cell and choose which type of requests for the selection

Add requests with the Manage All menu:

1. Click on Manage All
2. For each stretch of fixed shift(s):
3. Click "Add Request"
4. Fill in the Employee name, Shift or Shift Group, Start Date and End Date
5. When you have added all the fixed shifts stretches you want, click Update to Overview 

Delete Request(s)

1. Select the cell(s) with the request(s) you want to delete from the tables
2. Hit delete on your keyboard.

Delete Date Specific Fixed Shift(s) via Manage All Menu

1. Click Manage All to open the manage all menu
2. Select the request(s) you want to delete
3. Select the checkbox on the rows you want to delete
4. Click delete button

Automatic Annual Leave (AL) Calculation

We have created smart Annual Leave to have our AI calculate exactly how many hours of leave should be given each time an employee requests leave. The AI will fill in the optimal amount of shifts around the leave dates for the employee and tell you how many hours of leave have been required for the leave period in the solution. Simply put in 'AL' wherever there is a leave day.

This is different from a rostered day off.

Set shifts as a fixed shift

1. Select the shift(s) you want to change the request-type for
2. Choose Fixed shift