Defining shifts

Define the shifts used within the organization.

To define shifts:

  1. Open the Shifts form.
  2. Click New Record.
  3. Organization—Enter the organization to which the shift belongs if you use multi-organization security.
  4. Shift—Enter a unique code identifying the shift, and then enter a description of the shift in the adjacent field.
  5. Days in Rotation—Enter the number of days in the shift.
    Note: Days in Rotation must be an integer between 1 and 999.

    If you edit the number of days in a rotation to a value less than the original value, one or more of the days may be deleted. For example, if you previously defined 5 as the number of Days in Rotation and then change the number to 4, one of the days will be deleted. See Defining Days for Shifts.

  6. Shift Start Date—Enter the date the shift goes into effect. For example, if the workweek begins on Monday, ensure that this date is a Monday.
  7. Class—Enter the class of the shift.
    The system automatically populates Class Org.
  8. Click Save Record.