Skip to main content
Prepare employee scheduling at three levels. First, define the work days for a single day. Then combine them into shifts. If needed, create local calendars for exceptional dates. A work day contains the working periods of a typical day. A shift repeats those work days in a cycle. A local calendar overrides the pattern on dates such as public holidays, closures or special work days.

​
Before you start

You need permission to manage employee scheduling. Also decide:
  • which daily schedules repeat in your factory;
  • which fixed or rotating cycles each team uses;
  • which sites or areas share the same public holidays and closures.

​
Create work days

Path: People > Work days
1

Create a work day

Click Create new work day and enter a recognizable name, such as Morning, Night or Split day.
2

Add working periods

Click Add period and specify the Start time and End time. Add several periods to represent a split day without counting breaks between them as working time.
3

Configure overnight periods

Select Ends the next day when a period crosses midnight, such as 22:00 to 06:00.
4

Represent days off

Create a work day without working periods and give it a name such as Non-working day. You can use it in shifts, public holidays and closures.

​
Build a shift

Path: People > Shifts
1

Create the shift

Click Create shift. Enter a name and add a description if it helps identify the cycle.
2

Add the first segment

Select a work day and specify how many consecutive days it should apply.
3

Complete the cycle

Click Add segment to add the following work days in order. Include segments with the Non-working day work day when the cycle includes days off.
4

Review the sequence

Check that the order and duration of the segments represent the whole cycle before creating the shift.
For a rotation of five mornings and two days off, add a segment with the Morning work day for 5 days and another with Non-working day for 2 days.

​
Add a local calendar

Path: People > Local calendars Use a local calendar when you need to apply special dates to a site, town or group of employees. If two plants have different public holidays, create a calendar for each.
1

Create the calendar

Click Create new calendar. Add a name that identifies the site or area and a description if you need to explain its scope.
2

Open the calendar

Open the created calendar and navigate to the month you want to configure.
3

Choose the assignment mode

Use Ask or unassign to choose a work day after clicking each date. If you will apply the same work day to several dates, select Set work day type.
4

Assign special dates

Apply the appropriate work day to each public holiday, closure or day with special hours. Use the work day without periods for non-working days.

​
Next step

Once work days, shifts and calendars are ready, assign them to each employee.

Assign employee schedules

Assign a shift, local calendar, time zone and individual exceptions.