Shift Details

Button/Field

Description

1

Shift Template

Shift templates associated with the jobs for the selected employee. Selecting a shift template will populate the Job, Responsibilities, Start Time, and End Time of the shift.

Shift templates are only displayed when creating new shifts with the employee or job already selected.

2

Job

Job for the shift. This is a required field for any shift.

3

Responsibility

Job responsibility for the shift. Only employees with the job responsibility assigned on their employee record will be eligible for the shift.

4

Rating

Rating requirement for the shift. Only employees with a rating of the same or higher for the associated job can be assigned to the shift. Ratings are set for each employee on their employee record and are kept private from the employee.

5

Employee

The employee assigned to the shift. This field can be left blank to save the shift as an unassigned shift to be filled at a later time.

6

Business Date

Date of the shift.

If the Employee field is blank, the unassigned shift cannot be moved to a different day via drag and drop on the Schedule Calendar.

7

Start Time

Start time for the shift. If this shift was created by right-clicking on the schedule in Day view, the start time will default to the selected time.

The first hour listed is the first hour of the location's business day. The last hour listed is the last hour of the location's business day.

8

End Time

End time for the shift. If this shift was created by right-clicking on the schedule in Day view, the end time will default to 8 hours after the selected time.

Selecting an end time earlier than the start time will select that hour on the following business day, creating a cross-day shift.

The first hour listed is the first hour of the location's business day. The last hour listed is the last hour of the location's business day.

9

Cross-Day Shift Warning

Indicates that the shift is a cross-day shift, since the end time extends the shift into the next business day.

10

Override Break

Overrides the configured break rules when checked. The number of 'Break Minutes' (#11) will be applied instead.

11

Break Minutes

The number of break minutes included in the shift. This field is only enabled when 'Override Break' (#10) is checked.

12

Create Template Checkbox

When checked, the shift will be saved as a shift template for the selected job.

13

Template Name

Shift template name. This field only appears when creating a shift template (#12). The shift template will not be saved if the template name is blank.

14

Notes

Shift notes to assist with scheduling and shift swaps. These notes are visible on the Schedule Calendar and shift trade requests in the Manager Queue and R365 Mobile App. Shift notes can be included when printing schedules.

15

Save & Cancel

Click the Save button to save the shift, or click Cancel to close without saving.

If the shift violates a labor rule, a warning will appear when Save is clicked.