Create a shift rotation

 #description# 

What?

Employees work according to a certain work regime (= shift rotation or cycle). A cycle consists of schedules (= day programs) for every day of the week and may last one or more weeks. The cycle is linked in the employee data of the employee and is applied as such in the employee's calendar.

There are 2 ways to create a cycle:

Add a new cycle

#summary#

How?

  1. On the left, click on 'Shift rotations' in the function list.
  2. Click 'Add' at the top of the screen.
  3. Choose a suitable name and pictogram.
  4. Select the correct security labels.
  5. Choose the number of days.
  6. If necessary, enter the shift average.
  7. Add the necessary day and week programmes.
  8. If necessary, add the cycle to a group.
  9. Click 'OK'.

How? (extended version)

  1. On the left, click on 'Shift rotations' in the function list.

    C1_-_1A_ENG.png

  2. Click 'Add' at the top of the screen.
    You can also right-click on or under the name of an existing shift rotation and select 'Add New'. A window is displayed where you can enter all the necessary information.

    C1_-_1B_ENG.png

  3. Choose a suitable name and pictogram.
    Choose a clear and unique name for the new cycle: try to be consistent with the names of other cycles. If necessary, you can click the 'globe' to enter a translation. You can also select a pictogram.

    C1_-_2_ENG.png


  4. Select the correct security labels.
    Click the 'pencil' to edit the security labels. Select the desired label by moving from left to right with the arrows and then clicking 'OK'. You can check the other shift rotations to know which labels you must use.

    C1_-_3_ENG.png

    #info#

    Security labels are used to indicate which elements (absences, day programs, cycles, etc.) ProTime and/or ProTeam users are allowed to see and/or use.

  5. Choose the number of days.
    Use the arrows to select (in multiples of 7) the correct number of days.

    C1_-_4_ENG.png

  6. If necessary, enter the shift average.

    #info#

    What is the shift average and when must it be entered?

    The shift average is the minimum for using a full day in the perpetual counter. The half shift average is the minimum for using a half day in the perpetual counter.

    You must enter the shift average if the 'Refer to shift average' check box is selected in the definition of the perpetual counter. You can also check whether the shift average is entered in the other shift rotations.

  7. Add the necessary day and week programs.
    First select on the right one or more days for which you want to enter a certain day program. Select in the option list on the left the required day program and put it in the cycle using the arrow. To add a week program, click the empty policy after the last day of the week and perform the same procedure.

    C1_-_5_ENG.png

  8. If necessary, add the cycle to a group.
    Click 'Groups' if you want to add the cycle to a group and choose the correct group to add the cycle to. Groups work like filters in the function list.

  9. Click 'OK'.

Add a copy of an existing cycle

If you want to add a cycle which is similar to an existing cycle, you can click the existing cycle in the function list on the left and then select 'Add Copy'. To edit the copied cycle, follow the steps described in Add a new cycle.

C1_-_6_ENG.png

#warning#

Don't forget to click the 'globe' to edit the translation. If you only work in a single language, just enter the same name as for the main language. If you don't do that, the name of the cycle you copied is used.

#info#

To apply a cycle to an employee's calendar, link the cycle to the employee data of the employee.
See Link a shift rotation to an employee