Creating and managing Shift Types

What is a Shift Type?

Shift types save you time when you need to schedule shifts that have a consistent start and end time. Instead of manually entering in custom shift details one-by-one, shift types allow you to schedule a shift quickly and easily.

A Shift Type may include one or multiple reasons and might specify break times for the day. These are the standard types of shifts that constitute your regular schedules.  Examples include a 12 hour night shift, 12-hour day shift, 8-hour day shift, and so on. Shift Types are used to create a Shift Pattern for a Job.

Once a Shift Type has been used in a Shift Pattern, only the Name, Code, Tags and Color can be edited.

Please note: Once a Shift Type has been used in the generation of a timecard, it cannot be edited. The user would have to create a new Shift Type to facilitate changes.

To create a Shift Type

There is one way to create a complete Shift Type:

• From the Job Details Pane: Click the Shift Pattern field on the Job Details pane, and select Add New Shift Pattern or select an existing Shift Pattern and click on the Pencil Icon to edit it. In the Shift Pattern Dialog, click on +Add Shift Type

• From the Setting screen: in Settings>Shift Types, click Add Shift Type. see: Creating and managing Shift Types in Settings

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To create a Shift Type from the Job Details pane

1. In the Job Details, click in the Shift Pattern field

2. Click the Add New Shift Pattern button, or
   select an existing Shift Pattern and click on the Pencil Icon to edit it

3. In the Add Shift Pattern dialog, click on +Add Shift Type button

4. The Add Shift Type Dialog Appears.

The Add Shift Type Dialog

The Shift Type Dialog has two sections:

1. The Shift Type header contains editable fields and an information row derived from the Shift Type Grid

2. The Shift Type Grid, cannot be edited once the Shift Type is populated and saved
   
   

Shift Type Header

1. Complete the fields:

   1. Name: The descriptive name for the Shift Type

   2. Code: A Code specified for the Shift Type
      This is the code that appears in the Shift Pattern

   3. Tags: If you wish to specify Tags for the Shift Type
   4.  

   5. Color (Optional): To assist in differentiating the shift type(s) in the Shift Pattern

2. The second row in the header contains non - editable fields, derived from the entries in the Shift Type grid. It includes the:

   1. Start time - derived from the earliest time specified

   2. End Time - derived from the latest time specified

   3. Units - the End time minus the start time displayed in decimal format

   4. Reason - if one reason is included in the shift type, that reason is displayed here, else <multiple> appears in the field

Shift Type Grid

1. A Shift can be broken down into work, training and break reason components in the Grid,

2. Enter a combination of Start Time, End Time or Units. If you:

   i.      Type in the units and start time, the end time will automatically calculate
   ii.      Type in the start time and end time, the units will automatically calculate

3. Start typing the name of the Reason Code
   If the Reason Code already exists within WorkSight, it will appear in the list after typing a few characters.
   To create a new reason code see: Creating and managing Reasons

4. Press Enter to accept the suggested Reason Code, or find & click on the desired Reason Code.

5. Steps 6 thru 8 may be repeated on other lines in the grid, and the amount, times, and reason may be different for each line.

6. Click Save or press Enter.
   WorkSight closes the dialog and a message will appear in the bottom right corner, confirming that the Employee was created successfully,

7. Click Cancel or press Esc to close the dialog box without creating a new Shift Type.

Shift Type Actions

If you click on an existing Shift Type In the Shift Pattern Dialog, you can:

1. Edit Shift Type

2. Delete Shift type {Coming Soon}

To Edit or View a Shift Type

Note: The Shift Type Grid is read-only and cannot be edited, once created and saved.

There are two ways to edit the Shift Type Header:

1. From the Settings Screen: Click your profile photo. In the drop-down menu, select “Settings”. Select the Shift Type option from the sidebar. For more details, please view the Shift Type article in the Settings category of the Help Desk. Creating and managing Shift Types in Settings

2. From the Job Details Pane: see the next section

To Edit the Shift Type Header and View the Shift Type grid:

1. In the Job Details, click in the Shift Pattern field

2. Click the Add New Shift Pattern button, or
   select an existing Shift Pattern and click on the eye icon

3. In the Shift Pattern dialog, search for the Shift Type you wish to view/edit.

4. Click on the Shift Type button.

5. Click on Edit Shift Type. The Edit Shift Type Dialog Appears

6. The fields which may be edited are:

   1. Name: The descriptive name for the Shift Type

   2. Code: A Code specified for the Shift Type
      This is the code that appears in the Shift Pattern

   3. Tags: If you wish to specify Tags for the Shift Type

   4. Color (Optional): To assist in differentiating the shift type(s) in the Shift Pattern

7. The grid entries are read-only, and may not be edited.

8. Click on Save or press Enter to save your changes.