Creating and Managing Shift Types in Settings

What is a Shift Type?

A Shift Type is the daily pattern of the shift a job operates on. It may include one or multiple reasons and might specify break times for the day. It is used to create a Shift Pattern for a Job.

To create a Shift Type

There are two ways to create a Shift Type:

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

• From the Job Details pane: To create a shift type in Plan>Job Details, please refer to Creating-and-managing-Shift-Types  

To create or manage a Shift Type in Settings

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.

1. In the Sidebar, select Shift Type
   The Main Pane will now show a list of shift types for the organization

2. If you wish to add a Shift Type click on Add Shift Type button in the Main
   Pane Toolbar, A blank Shift Type - Add New Template pane is displayed in the right-hand pane.
   Go to Step 4
   

3. To edit a Shift Type, click the pencil (edit) icon in the bottom left corner of any of the Shift Type cards.
   The Right Pane will now display the Editing Shift Type details pane

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

   5. Shift Type Grid: The grid has two sections:
      

      1. An information row derived from the Shift Type Grid which 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

      2. The Shift Type Grid, which contains the segments of a shift, each segment containing a Start Time, End Time, Units and Reason. The Grid cannot be edited once the Shift Type is used in a Shift Pattern and timecards have been created:

5. Click Save or press Enter 
   FLOW closes the dialog and a message will appear in the bottom right corner, confirming that the Shift Type was created successfully:  
   
   

Shift Type Actions

If you click on the More Options (…) menu for an existing Shift Type, you can:

1. Add a User Defined Field (UDF)
   See Creating and Managing a User Defined Field (UDF) 

2. Delete Shift Type

3. Archive

4. Unarchive

Delete Shift Type

If you create a Shift Type in error or decide it’s unnecessary, you can delete it.
Note: Once a Shift Type has been used in the generation of a timecard, it cannot be deleted. It can, however, be archived if there are no timecards currently associated with it.

To delete a Shift Type from the right pane:

1. Click the three-dot icon from the right pane

2. Select Delete Shift Type

Archive Shift Type

1. Click the three-dot icon from the right pane

2. Select Archive
   A Toast message appears that the Shift Type has been successfully archived

Unarchive Shift Type

1. Click the three-dot icon from the right pane

2. Select Unarchive
   A Toast message appears that the Shift Type has been successfully unarchived