Shift groups and shift patterns
Shift groups
Shift configuration → Shift groups sets shift change and shift roster rules for one attendance group. Without it, shift change requests fail with "Shift group is not configured for attendance group …".
Shift change
| Field | What it does |
|---|---|
| Shift change applicable | Employees can request a different shift for some days. |
| Back days / Future days | How far back and ahead a shift change can be requested. |
| Restrict employee from applying | Employees can't request shift changes themselves. |
| Restrict manager proxy for subordinate | Managers can't request on behalf of their team. |
| Restrict admin proxy for subordinate | Admins can't request on behalf of employees. |
| Substitute employee required | The employee must name a colleague who takes their shift. |
| Multiple request for same day | Allow more than one shift change request for a day. |
| Restrict after resignation | No shift changes after the employee resigns. |
Shift roster
| Field | What it does |
|---|---|
| Shift roster applicable | Shifts can be planned through a roster. |
| Back days / Future days | How far back and ahead roster changes can be made. |
Shift patterns
A shift pattern rotates shifts week by week, for example morning one week and night the next.
| Field | What it does |
|---|---|
| Pattern name | A name, for example General Shift Pattern. |
| Pattern code | A unique code, for example GSP01. |
| Weekly shifts | The shift for each week. Weeks 1 to 3 are required; weeks 4 and 5 are optional. |
| Week off days | The week off for the pattern. The first day is required; a second is optional. |