Creating and managing Shift Patterns in Plan

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 flexitime worker.

Once a Shift Pattern has been used in a job and timecards have been created, it cannot be edited, but it can be viewed.

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

• From Settings>Shift Pattern: For more details, please view the Shift Pattern article in the Settings category of the Help Desk. Creating and managing Shift Patterns in Settings

To create a Shift Pattern from the Job Details pane

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

2. Click the Add New Shift Pattern button

3. The Add Shift Pattern Dialog Appears

The Add Shift Pattern Dialog 

The Add Shift Pattern Dialog box contains three sections:

1. Shift Pattern Header

2. Shift Type Section

3. Shift Pattern Calendar Grid Display

Shift Pattern Header

1. Enter the Name for the Shift Pattern

2. Enter Repeat pattern every X # days value in the box provided.
   This is the duration of the shift pattern cycle.

Shift Type Section

1. 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

2. Use the Shift Type Code Filter to narrow down your search for shift types to use

3. 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 Creating and managing Shift Types   xxx

Shift Pattern Calendar Grid Display

1. 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

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

3. To cancel the creation of a new Shift Pattern, click Cancel or press Esc on the keyboard.

View/Edit a Shift Pattern

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

2. Search for the existing Shift Pattern your wish to edit and click on the Pencil Icon on the right

3. The Shift Pattern Dialog appears

4. 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.

5. If the Shift Pattern has never been used, it can be edited by changing the fields described above
   Once all changes have been made, click Save.

Shift Pattern Actions

Delete Shift Pattern

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

To delete a Shift Pattern from the right pane:

1. In the Job Details, Pane, click on Shift Pattern and find the Shift Pattern you wish to delete.

2. Click on the Edit Icon (Eye)
   The Shift pattern appears in the dialog box.

3. Click the three-dot icon in the dialog title bar

4. Select Delete Shift Pattern