Managing Shift Patterns – WorkSight Support

A Super Administrator or Administrator has the rights to add or manage Shift Patterns in FLOW.

What is a Shift Pattern?

A Shift Pattern is the unique pattern of shifts and days off that is repeated continuously to form the schedule a job operates on over a defined period of time. It includes working days, Rest Days, and Work Free Days. It may be for a full-time, part‑time, or flex-time worker.

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

This article covers the following topics to manage a Shift Pattern

To create a Shift Pattern

There are two ways to create a Shift Patten:

From the Job Details pane: Click the Shift Pattern field on the Job Details pane, and select Add New Shift Pattern. The Add Shift Pattern Dialog Appears.

In Settings>Shift Pattern: Click your profile photo. In the drop-down menu, select “Settings”. Select Organization>Shift Pattern option from the sidebar. The Main Pane will now show a list of shift patterns for the organization. To add a Shift Pattern click on +Add Shift Pattern button in the Main Pane Toolbar. A blank Shift Pattern>Add New Shift Pattern pane will be displayed.

The Add Shift Pattern Dialog Box/Right Pane

The Add Shift Pattern Dialog Box/Right Pane contains three sections:

Shift Pattern Header
Shift Type Section
Shift Pattern Calendar Grid Display

Shift Pattern Header

Enter the Name for the Shift Pattern
Enter Repeat pattern every X # days value in the box provided.
This is the duration of the shift pattern cycle.

Shift Type Section

Enter the Display on Calendar as of date
The editable portion of the calendar in the display grid will be white for you to add Shift Types to each of the days specified in the repeat pattern value
Use the Shift Type Code Filter to narrow down your search for shift types to use
Use the Add Shift Type+ button opens the Add Shift Type dialog box to add another Shift Type, if a new one is needed for the Shift Pattern. For more details on how to add a Shift Type see Managing Shift Types

Shift Pattern Calendar Grid Display

Drag an existing Shift Type from the Shift Type Section to the calendar white days, one for each of the # days of the pattern.
Note: if the pattern contains days off, leave those days blank
Click Save or press Enter.
FLOW closes the dialog and a message confirming that the Shift Pattern was created successfully appears.

To view/edit a Shift Pattern

A Shift pattern can be viewed in Plan>Job Details or in Settings>Shift Pattern. If the shift pattern has never been used, the fields may be edited, however, once a Shift Pattern has been used in the generation of a timecard, it cannot be edited. The user would have to create a new Shift Pattern to facilitate changes.

In Job Details, click in the Shift Pattern field and Search for the existing Shift Pattern your wish to edit. Click on the Edit Icon. The Shift Pattern Dialog appears.
In Setting>Shift Pattern, search for the existing Shift Pattern your wish to edit and click on the Pencil Icon. The Shift Pattern details appear in the right hand pane
If the Shift Pattern has been used in a timecard, it cannot be edited, but it can be viewed.
Once the shift pattern has been viewed, click Cancel or press Esc to close the dialog.
If the Shift Pattern has never been used, it can be edited by changing the fields as described above
Once all changes have been made, click Save.

Shift Pattern Options

If you create a Shift Pattern in error or decide it’s unnecessary, you can delete it in the Shift Pattern dialog box or right pane, if it has not been previously used.

Note: You cannot Delete or Archive a Shift Pattern which has been used in a Timecard. The options are dimmed on the Shift Options Menu.

Options in Job Details>Shift Pattern, click the three-dot icon in the dialog title bar and select Delete Shift Pattern.

Options in Settings>Shift Pattern, click the three-dot (…) icon in the right pane and select from the Shift Pattern action menu.

If the menu items are active, you may:

Add a User Defined Field (UDF): A UDF is a custom field added to reflect information which can be used for filtering a Shift Pattern or by the Rules to calculate timecards. To add a UDF to a Shift Pattern. See Managing a User Defined Field (UDF)
Delete Shift Pattern: If you create a Shift Pattern in error or decide it’s unnecessary, you can delete it, if it has not been previously used.
Archive: If you create a Shift Pattern in error or decide it’s unnecessary in the current configurations but you may wish to use it in the future, you can archive it, as long as it has not been previously used.
Unarchive an Archived Shift Pattern