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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 Shifts

Shifts

A shift is a specific span of time that an individual employee works or is scheduled to work. A shift includes start and stop times and could include any breaks.

1:25
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
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.

1:12
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.

2:15
Play video Schedule Rules, Constraints, and Violations

Schedule Rules, Constraints, and Violations

Schedule rules are guidelines that organizations must enforce or monitor in the schedule. They are typically determined by organizational policies; union rules; national, state, or local regulations; or regulatory board guidelines.

2:36
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

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