Set up shift rotation
Administrators can configure shift rotation patterns to automatically assign shifts to employees based on defined patterns.
Steps to Manage Shift Rotation:
Navigate to Access > Admin > Manage Shift Rotation – click Add to create a new rotation or select an existing rotation to modify.
Info Tab – Set Basic Information:
- Rotation Name *
Enter the name of the rotation - From Date / To Date
Select the effective date range for the rotation - Weekly Off 1
Enable and select the primary weekly off (e.g., Sunday) - Weekly Off 2
Enable and configure alternate weekly off:- Select day (e.g., Saturday)
- Select frequency (e.g., Every, Every 2nd Saturday)
Pattern Tab – Configure Rotation Pattern:
Select the rotation type based on business requirement:
Daily Pattern
- Assign shifts for each day in the cycle (Day 1, Day 2, …)
- Suitable for continuous rotating schedules
- Each day can be mapped to a specific shift or left as None
Weekly Pattern
- Assign shifts for each day of the week (Sunday to Saturday)
- Suitable for fixed weekly schedules
- Example:
- Monday–Friday → General Shift
- Saturday → None
- Sunday → Week Off
Activate/Delete Rotation:
- Rotation is automatically activated upon creation
- Delete the rotation to deactivate when not required
Monthly Pattern
- Assign shifts based on calendar dates
- Select specific dates (supports multi-select using CTRL + Click)
- Useful for custom or irregular shift planning
Note:
- Only active shifts will be available for selection in patterns
- If no shift is assigned (None), the day may be treated as:
- No scheduled shift
- Rotation will take effect only after assigning it to employees
- Changes will apply to future schedules only.
How to assign a shift rotation to an employee? You can refer to this section Assign Shift Rotation.