In this article, you will find an explanation for each of the "Scheduling" subcategories.
You can find the scheduling settings via Settings -> Scheduling
A) Schedule display
Schedule opening/closing
Your schedules’ first day of the week: We recommend that you set this day to be the same as the your pay week.
Show week number
B) Seniority
Use hours worked instead of hire date to calculate seniority: Second way to calculate seniority -> Requires our Time and attendance add-on to use
Exclude overtime from seniority
C) Shift settings
Default break value: The amount of break given by default when creating a break on a shift.
Employees must confirm their attendance at shifts : Makes employees confirm their shifts. Will show as a check symbol in the scheduler.
Hide shift end time: You can hide the time an employee will end.
D) Shift transfer requests
Employees can
Offer Shifts : Allows employees to give their shifts to others.
Exchange Shifts : Allows employees to exchange shifts.
Note : Employees can only offer and exchange shifts with employees that also have the position required as well as being available.
See this article to visualize their process
E) Approval
Schedule manager's approval
This section lets you chose what employee actions need approval. If they are not selected, those actions will happen without notification to the manager.
IMPORTANT MESSAGE
We recommend leaving each of the settings of this section activated to avoid abuse.
F) Budget
Default Labor Cost Objective (%): The ratio of Labor/profits you desire to respect. Is useful by using the labor cost calculator under the scheduler -> More -> Show projections.
On call shifts are added to the total number of hours : This option will add the shifts under open shifts to the total of hours in the scheduler.
Productivity objective: Let's you add a quantity that is divided by the quantity of daily scheduled hours (ex: 80 estimated clients)
Other options
Lets you manage your shifts templates, automated break rules and public schedules.
G) Compliance management
This setting allows you to define rest and break periods adapted to the wellbeing of employees, in accordance with current recommendations.
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
H) Shift templates
I) Automated break rules (Plus Plan)
Plus Plan users can set up automated break rules
J) Public schedules
