WFM Rotas: Creating Shift Types

Shift Types are created within the Rotas module.

• Log in and go to the Rotas module

Fig.1 - Rotas module

• Then select Administration > Shift Types

Fig.2 - Administration > Shift Types

Existing Shift Types (and codes) will be displayed. 

• Use the Search tool if necessary to refine the information

Fig.3 - Existing Shift Types

Any Shifts with an 'N/A' in the 'Delete' column are mandatory for every Location and cannot be removed from the system.

Fig.4 - Mandatory Shifts

• From the top-right corner, select Create A New Shift Type

Fig.5 - Create A New Shift Type

A new form will appear onscreen - see Fig.6.

• Complete all of the bold mandatory fields on the form:
  • Description: Reference for the Shift Types screen e.g. 'kitchen early' (if there are numerous early shifts)
  • Start Time and End Time: Use a 24hour format (HHMM)
    • For a split shift, use the Start and End Time 2 fields – the Total Time field will automatically update
  • Code: Will display when viewing Rotas
  • Shift Value: Enter 1 for a single shift, or 2 for a split shift
  • Priority: Where the Shift will appear in the Shift Code drop-down against employees when creating a new Rota
  • Colour: Appears on the optimisation screen (when selecting the graph icon against a single day in a Rota)
  • Default Shift: Tick to make the Shift appear as a default in employees' Employment Details (HR module)
  • When all details are added, select Save

Fig.6 - Form for creating a Shift Type

• Use the arrow buttons to assign the Shift to a Location - there may be more than one Location in the list depending upon access levels - and select Save

Fig.7 - Assigning Location

• Then assign Divisions that the shift is relevant to - multiple Divisions can be selected at once

Fig.8  Assigning Divisions

Once saved, the Shift Type will appear in the list on the left side.

• To delete a Shift Type, tick its box under Delete? and select the Delete button

Fig.9 - Deleting a Shift Type

• To make any changes to an existing Shift Type, select one from the list
• As well as editing Shift Type details, Assign Locations and Assign Divisions buttons can be used
• Save changes once complete

Fig.10 - Editing an existing Shift Type