Create work pattern

Work patterns are a great way to setup repeating shift patterns or rotas. Patterns are made up of Pattern codes and you can create as many as you require, with each containing up to a possible 250 shifts/days, but that doesn't mean they have to, you can just create 2 week rotas or weekly rotas if this is more appropriate for your company.

CREATE A WORK PATTERN

  • From the Work menu, select Work patterns, then Create new Work pattern.
  • In the required field provide a Name.
  • Select the day/shift  from your pattern codes
  • Create each day, including the non working days, until the work pattern repeats.

Once you have completed a work pattern, you have the ability to "drag and drop" the entries to different days within the pattern with ease, instead of having to remove entries from the pattern and start again.

It is important to take into consideration what day you would like your pattern to start on, for example, if you work on a Monday then we would suggest entering day 1 as a working day.

EXAMPLE OF A SIMPLE WORK PATTERN E.G. MONDAY TO FRIDAY

The following sample pattern assumes you have setup D (Days) as a pattern code, the timings of each shift / day can be specified in Pattern Codes. You can use the Non Working Day entry to set when you do not work within the Work Pattern.

  1. D 0900 - 1700 (Days)
  2. D 0900 - 1700 (Days)
  3. D 0900 - 1700 (Days)
  4. D 0900 - 1700 (Days)
  5. D 0900 - 1700 (Days)
  6. Non Working Day
  7. Non Working Day

Once you have created your patterns, they can then be used in the Work Planner.

EXAMPLE OF A MORE COMPLEX ROTA - 4 DAYS ON 4 DAYS OFF 4 NIGHTS ON 4 NIGHTS OFF

The following sample pattern assumes you have setup the code LD (Long Days) and N (Nights) as pattern codes, the timings of each shift / day can be specified in Pattern Codes. You can use the Non Working Day entry to set when you do not work within the Work Pattern.

  1. LD 0600 - 1800 (Long Days)
  2. LD 0600 - 1800 (Long Days)
  3. LD 0600 - 1800 (Long Days)
  4. LD 0600 - 1800 (Long Days)
  5. Non Working Day
  6. Non Working Day
  7. Non Working Day
  8. Non Working Day
  9. N 1800 - 0600 (Nights)
  10. N 1800 - 0600 (Nights)
  11. N 1800 - 0600 (Nights)
  12. N 1800 - 0600 (Nights)
  13. Non Working Day
  14. Non Working Day
  15. Non Working Day
  16. Non Working Day

Important - Make sure that when you apply the pattern to a staff member you select the correct date to start it from, i.e. if the first day of your week is a Monday always start the pattern on a Monday - with more complex shifts like the example above, the date you choose to start it from might be different for each user to ensure an even spread of shifts.


 


Title: Create work pattern
Category: Work
Posted: Tuesday, 04th Mar 2014
By: Tony Bushell
Direct link: https://www.whosoffice.com/support/knowledgebase/create-work-pattern


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