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Shift Templates

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A shift template is a collection of shift attributes, such as name, shift type, start and end times, and transfers, if application.

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In Schedules

Play video Shift Swaps or Shift Trades

Shift Swaps or Shift Trades

A shift swap, sometimes called a shift trade, is a scheduling action that occurs when two employees exchange their scheduled shifts.

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Play video Cover Requests

Cover Requests

A cover request is a type of employee scheduling request that allows an employee to ask another employee to work their shift for them, without trading shifts.

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Play video Availability

Availability

Availability describes an employee’s ability to be scheduled or preferences for when they can or want to work. Managers can view and update employee availability to help them identify potential employees who can fill gaps in the schedule.

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Play video Schedule Rule Severity Levels

Schedule Rule Severity Levels

When organizations use schedule rules to monitor compliance with scheduling policies and practices, each rule has a severity level that determines the rule’s importance.

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Play video Shift Patterns

Shift Patterns

A shift pattern is a collection of recurring shifts that frequently apply to one or more employees. Shift patterns can easily be assigned to employees, making it easier for managers to create schedules.

1:45
Play video Life Cycle of a Schedule/Scheduling Process

Life Cycle of a Schedule/Scheduling Process

Organizations might follow different processes to build and maintain employee work schedules, depending on their specific business needs.

2:22

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