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What are the steps to setup the Schedule Groups by Pattern/ Rotating Shifts?

Updated on

Before proceeding with the steps below to setup and use the Shift Patterns Feature, please ensure that:

  1. Schedules have been created.
  2. Shifts have been linked to the Schedules.
  3. Employees have been added to Schedules.
  4. 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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