What are the steps to setup the Schedule Groups by Pattern/ Rotating Shifts?
Before proceeding with the steps below to setup and use the Shift Patterns Feature, please ensure that:
- Schedules have been created.
- Shifts have been linked to the Schedules.
- Employees have been added to Schedules.
- Ensure that the schedule groups and shift patterns have been discussed and documented in detail on the templates with HRplus Implementation Specialists before this is setup on HRplus.
| Step | Task | Navigation |
|---|---|---|
| 1 | Create Schedule Groups |
User Self Service>>Timekeeper>>Scheduling>>Shift>>Schedule Group Shift
Setup>>Schedule Group
|
| 2 | Link Employees to Schedule Groups |
User Self Service>>Timekeeper>>Scheduling>>Shift>>Schedule Group Shift Setup>>Place
Employees in Schedule Group
|
| 3 | Create Shift Patterns |
User Self Service>>Timekeeper>>Scheduling>>Shift>>Schedule Group Shift Setup>>Shift
Patterns>>Shift Patterns
|
| 4 | Create a Shift Pattern Rotation (Code) |
User Self Service>>Timekeeper>>Scheduling>>Shift>>Schedule Group Shift Setup>>Shift
Patterns>>Shift Pattern Rotation Codes
|
| 5 | Link the Shift Pattern to the Shift Pattern Rotation |
User Self Service>>Timekeeper>>Scheduling>>Shift>>Schedule Group Shift Setup>>Shift
Patterns>>Shift Pattern Rotations
|
| 6 | Schedule Employees by Pattern |
User Self Service>>Timekeeper>>Scheduling>>Shift>>Schedule Group Shift Setup>>Shift
Patterns>>Schedule by Pattern
|
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