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Shift Swaps or Shift Trades

1:12

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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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In Schedules

Play video Schedule Engines

Schedule Engines

A schedule engine is the system tool that automates all or part of the scheduling process.

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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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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.

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Play video Availability

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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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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.

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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.

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