Select the Templates field of the Main window.
Figure 4-1 Main Window
The Template Schedule window opens.
Figure 4-2 Template Schedule Window
Configuring Daily Schedules Shifts Templates
Day Schedule (Shift) Templates, are configured from the Templates field of the Main window.
IMPORTANT: Each Shift Template configuration relates only to the type of Employee (Position/Skill) defined in the Shift. The same Shift must be configured for each type of Employee (Position/Skill) needed for the Shift.
Example: Define a Shift as the morning Shift, starting from 08:00 until 14:00, to be run by one manager (Position/Skill). After configuring the Shift, configure the same Shift details, that is, a morning Shift starting from 08:00 until 14:00, but replace the managers details (Position/Skill) with other types of Employees (Position/Skill) needed for the Shift, such as bartenders, waiters, and so on.
To configure Day Schedule (Shift) Templates:
Select the Templates field of the Main window.
Figure 4-1 Main Window
The Template Schedule window opens.
Figure 4-2 Template Schedule Window
2. Select Add New Shift in the Shift Actions pane.
Figure 4-3 Add New Shift Field
The Shift Properties window opens.
Figure 4-4 Shift Properties Window
3. Configure the relevant Values in the fields of the Shift Properties window:
Working Hours
Configure the length of the Shift, including Shift start and end times, and the name given to the configured Shift, in the Working Hours pane.
In the Working Hours pane of the Shift Properties window, configure the following values:
To configure the Shift Start Time:
Select the arrow in the left box of the Start Time field.
The Hour Start Time dropdown menu opens.
Figure 4-5 Shift Properties Window
Select the required Hour Start Time value from the the Hour Start Time dropdown menu.
The Hour Start Time dropdown menu closes and the selected Shift Hour Start Time appears in the left box of the Start Time field.
Select the arrow in the right box of the Start Time field.
The Minute Start Time dropdown menu opens.
Figure 4-6 Shift Properties Window
Select the required Minute Start Time value from the the Minute Start Time dropdown menu.
The Minute Start Time dropdown menu closes and the selected Shift Minute Start Time appears in the right box of the Start Time field.
To configure the Shift End Time:
Select the arrow in the left box of the End Time field.
The Hour End Time drop-down menu opens.
Figure 4-7 Shift Properties Window
Select the required Hour End Time value from the the Hour End Time dropdown menu.
The Hour End Time drop-down menu closes and the selected Shift Hour End Time appears in the left box of the End Time field.
Select the arrow in the right box of the End Time field.
The Minute End Time dropdown menu opens.
Figure 4-8 Shift Properties Window
Select the required Minute End Time value from the the Minute End Time dropdown menu.
The Minute End Time dropdown menu closes and the selected Shift Minute End Time appears in the right box of the End Time field.
Shift Name
Configure the Shift Name in the Shift Name field of the Shift Properties window.
To configure the Shift Name:
NOTE: To configure, modify and delete Shift Names, see Shift Names and Categories.
Select the arrow in the Shift Name field.
Figure 4-9 Shift Properties Window
The Shift Name drop-down menu opens.
Figure 4-10 Shift Properties Window
Select the required Shift Name from the Shift Name dropdown menu.
The Shift Name dropdown menu closes, and the selected Shift Name appears in the Shift Name field.
Employees Position/Skill
Configure the Employees Position/Skill in the Employees pane of the Shift Properties window.
NOTE: To configure, modify and delete Employees Positions/Skills, see Positions Skills and Levels.
To configure Employees/Positions/Skills:
1. Select the arrow in the Position/Skills Required field.
Figure 4-11 Shift Properties Window
The Employees Position/Skills Required dropdown menu opens.
Figure 4-12 Shift Properties Window
2. Select the Employees Position/Skill from the Position/Skill dropdown menu.
The Position/Skill dropdown menu closes, the selected Employee Position/Skill appears in the Position/Skill Required field and the All Skill Levels and Range checkboxes appear in the Employees pane, the All Skill Levels box checked as the default choice.
Figure 4-13 Shift Properties Window
NOTE: All Skill Levels and Range fields define the Skills (Ranks) for Employees (whose Positions/Skills (such as waiter) have been configured in Positions Skills and Levels), and that are necessary for the particular Shift. The Range field enables defining and limiting the Employees Skills (Ranks), whereas the All Shift Levels field contains no such limitations, amd allows for all Skills (Ranks).
Example: An Employee has been defined as a waiter (in the Position/Skill field). by checking the Range box, configure the Skill Level (Rank) of waiter needed for the Shift, such as as a new waiter, or define the Skill Level needed as new to experienced. if the All Skills box is checked, any waiter can be selected for the Shift, whether an experienced or new waiter.
NOTE: To configure Employees Skill Levels (Ranks), see Positions Skills and Levels.
3. Check the Range checkbox.
The Range field opens.
Figure 4-14 Shift Properties Window
Minimum Skill/Rank
To configure the Employees Minimum Skill (Rank) Value:
Figure 4-15 Shift Properties Window
The Minimum Range drop-down menu opens.
2. Select the required Minimum Range Skill (Rank) value from the Minimum Range Skill dropdown menu.Figure 4-16 Shift Properties Window
The Minimum Range Skill dropdown menu closes and the Minimum Range Skill (Rank) value for the Employees
appears in the Minimum Range field.
Maximum Skill/Rank
To configure the Employees Maximum Skill (Rank) Value:
Figure 4-17 Shift Properties Window
The Maximum Range drop-down menu opens.
Figure 4-18 Shift Properties Window
2. Select the required Maximum Range Skill (Rank) value from the Maximum Range Skill dropdown menu.
The Maximum Range Skill dropdown menu closes and the required Maximum Range Skill (Rank) value for the Employees
appears in the Maximum Range field.
All Skills Levels
Note: To disregard Employees Skill Levels (Ranks), check the All Skills Levels box in the Range field.
Figure 4-19 Shift Properties Window
Note: If the All Skills Levels is selected, all Employees, whose Positions have been configured in the Position/Skill field, can be assigned to the shift, regardless of their Skill Level (Rank) within the Postitons.
Number of Employees
Select the number of Employees whose Position/Skills and Skills Levels have been configured above, for the Shift, in the Number of Employees field of the Employees pane.
To configure the Number of Employees in a Shift:
Figure 4-20 Shift Properties Window
The Number of Employees drop-down menu opens.
Figure 4-21 Shift Properties Window
2. Select the required Number of Employees value from the Number of Employees dropdown menu.
The Number of Employees dropdown menu closes and the number of Employees selected for the Shift
appears in the Number of Employees field.
Shift Title
Shift Title configures the Titles (names) given to the Schedules that the Employees will see when they open the Employees Web Site of the Employees Website. Shift Titles can be configured either by selecting a configured Shift Title name, or by defining a Shift Title name in the Free Text field.
Configure the Shift Title (Name) in the Title (Employee View) pane of the Shift Properties window.
Figure 4-22 Shift Caption Pane
Check the Automatic Title box for the Default Shift Name or:
To configure the Shift Title (Name):
Check the Free Text box and define a Shift Title in the Free Text field.
The Shift Title appears.
Visual Divider
A Visual Divider is a line that separates Shifts in the Day Schedule.
Figure 4-23 Weekly Schedule Window
To create a Visual Divider between Shifts, check the box.in the Display Settings field of the Shift Properties window.
Figure 4-24 Shift Properties Window
Additional Shift Settings
Configuring Additional Shift Settings below is optional, as all settings in the fields that open when More Settings is selected, are configured as default settings. To ignore Additional Shift Settings, select OK, to save configured Shift Properties.
To configure Additional Shift Settings:
1. Select the More Settings field of the Shift Properties window.
Figure 4-25 Shift Properties Window
The Expanded Shifts Properties window opens.
Figure 4-26 Expanded Shift Properties Window
2. Configure the values in the fields of the expanded Shift Properties window:
Shift Category
To Configure the Shift Category:
1. Select the arrow in the Categories field of the Categories pane.
The Categories dropdown list opens.
2. Select the required Category value from the Categories dropdown menu.
The Category dropdown list closes. and the selected Category appears in the Category field.
Figure 4-27 Expanded Shift Properties Window
NOTE: Configure Categories values in Shift Names and Categories.
- Viewing Order
To configure the Viewing Order:
1. Select the arrow in the Viewing Order field of the Display Settings pane.
The Viewing Orders drop-down list opens.
2. Select the required Viewing Order value from the Viewing Orders dropdown menu.
The Viewing Orders dropdown list closes. and the selected Viewing Order appears in the Viewing Order field.
Figure 4-28 Expanded Shift Properties Window
- Shift Color
To configure the Shift Color:
1. Select the arrow in the Shift Color field of the Employees Settings pane.
The Color dropdown list opens.
2. Select the required Color value from the Color dropdown menu.
The Color dropdown list closes. and the selected Color appears in the Shift Color field of the Employees Settings pane.
Figure 4-29 Expanded Shift Properties Window
NOTE: Configure Color Filters values in Schedule Viewing Filter.
- Shift Importance
Configure the Shift Importance, by selecting the arrow in the Importance field of the Miscellaneous pane, and selecting the required Importance value from the Importance drop-down menu.
To Configure the Shift Importance:
1. Select the arrow in the Importance field of the Miscellaneous pane.
The Importance dropdown list opens.
2. Select the required Importance value from the Importance drop-down menu.
The Importance dropdown list closes. and the selected Importance value appears in the Importance field of the Miscellaneous pane.
Figure 4-30 Expanded Shift Properties Window
Shift not Counted for the Employees.
Selecting the Shift not counted for the Employee box prevents the Shift from being included in the amount of Shifts that the Employees work.
To prevent the shift being counted as a Shift for Employees:
1. Check the Shift not counted for the employee box.
2. Select OK.
The Shift Properties window closes, and the newly defined Shift appears in the Weekly Template Schedule window.
See also:
Importing Schedules Shifts Templates
Modifying Schedules Shifts Templates
Deleting Schedules Shifts