Work days, calendars, and shifts - Bold Factory

Work days, calendars, and shifts describe when an employee is expected to work. They are used for capacity, assignments, expected time, and productivity analysis. To distinguish expected availability from recorded work, see Planned periods and tasks.

Concepts

Concept	Usage
Work day	Template of work periods for a typical day.
Local calendar	Exceptions for holidays, closures, or special days.
Shift	Repeating cycle that applies work days over several days.
Assignment	Relationship between an employee and their work pattern.

Work day

A work day defines work periods. It can represent mornings, afternoons, nights, rest, or split shifts. Use a period ending the following day for night shifts. Periods within the same work day must not overlap. If the duration looks incorrect, check whether any period crosses midnight.

Local calendar

A local calendar introduces exceptions: holidays, closures, special work days, or one-off changes. Exceptions should be clear and take priority over the repeating pattern. If a plant has different holidays, use a separate calendar. If a date shows a different work day, check whether a manual assignment has higher priority.

Shifts

A shift defines a cycle. For example: five morning days, two rest days, and five afternoon days. Each segment specifies which work day applies and how many consecutive days it lasts. Each segment must last at least one day. The shift’s start date determines how the cycle aligns with the calendar.

Resolution priority

Priority	Rule
1	Manual assignment or direct exception.
2	Local calendar.
3	Repeating shift pattern.