This articles explains how scheduling settings work.
Where to go
You can find the scheduling settings via Settings -> Scheduling:
Schedule display
Schedule opening and closing hours: not directly linked to the opening an closing hours of your organization. If you do not have overnight hours, you can leave the values as is.
If you have overnight hours, it is important to note that the shift will appear on the day it has more hours in. For example, if your shift is from 11 p.m. to 7 a.m., the opening and closing hours need to be set to 5:00 so the shift can appear on the right day. You will need to have the same value for the cutoff time setting found under General.
Change the first day of the week for schedules only: lets you change the display of the days in the schedule. This does not affect the first day of your pay period.
Show week number: displays the week number next to the date in the scheduler.
Show weather forecast: displays the weather forecast in the scheduler.
Hide empty positions: lets you hide, in the scheduler's filters, positions that are not assigned to anyone.
Seniority
By default, seniority is calculated based on the date of hire and open shifts are offered to everyone at the same time. With the Time and Attendance add-on and Plus plan, it is possible to modify this.
Seniority can be calculated based on the number of hours worked and open shifts can be offered by seniority, as a callback list would work.
Shift settings
Default break value: The amount of break given by default when creating a break on a shift.
Employees must confirm new work shifts in their schedule: this option asks the employees for a read confirmation of their schedule.
Allow hiding shifts end times from employees: you can hide the ending time of a shift from employees.
Shift transfer requests
Employees can
Offer Shifts : Allows employees to give their shifts to others.
Exchange Shifts : Allows employees to swap shifts between each other.
Note : Employees can only offer and swap shifts with employees that also have the position and location.
See this article for more details.
Approval
Schedule manager's approval
Shift transfers: you must approve any shift transfer request. If unchecked, employees will be able to transfer shifts freely.
Availabilities: you must approve any availabilities request. If unchecked, employees can change their availabilities without your approval.
Required number of days of notice for availability changes: you can restrict availability changes by modifying the number of days required to be able to submit a request.
Employees can specify work time preferences: you can choose to allow employees to specify work time preferences.
Open shifts: if this option is uncheck, open shifts will be on a first come first serve basis. For more information on open shifts, click here.
Employees can apply for open shifts that are in conflict with their schedule: by default, it is not possible to apply on an open shift if unavailable. With the Plus plan, it is possible to enable this functionality.
Budget
Include on-call shifts in the total hour count: adds this type of shifts in the the total number of hours in the schedule.
Include training shifts in the total hour count: adds this type of shifts in the the total number of hours in the schedule.
Labor cost objective by default (%): The ratio of Labor/profits you desire to respect. Is useful by using the labor cost calculator under the scheduler -> More -> Show projections
Custom objective: A tool for comparing a whole number against that same number divided by the number of planned hours.
Compliance management
This setting alerts you when the minimum and or daily rest is not respected.
Minimum daily rest : daily rest of at least X consecutive hours between two shifts.
Continuous weekly rest: weekly rest of at least X consecutive hours.
Scheduler alert
If you have students who work during the school year, you can enable this setting to receive an alert in the schedule whenever the number of hours worked exceeds the maximum number of hours the students are permitted to work!
Shift templates
In cases where your shifts are often the same, you have the option to create templates that you can then easily assign to different employees as needed.
Automated break rules (Plus Plan)
Plus Plan users can set up automated break rules that will be used when creating shifts.
Public schedules
You can create a public schedule that can be shared via an URL link.
