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The Shift Rotation Policy page appears when you click Shift Rotation Policy under the Attendance settings group. You can create rotation policies for shifts from this page. If a Shift Rotation Policy is already created, you can also see that from this page. The existing Shift Rotation Policies appear with the plan name, the shift rotation cycle and the icon of the actions (edit and delete) that you can perform on them.

Once you create a shift, a Shift Rotation Policy is automatically created for that. This Shift Rotation Policy is then displayed on the Shift Rotation Policy page. 

 

Figure 1: Viewing the Shift Rotation Policy Page


Perform the following steps to create a shift rotation policy.

  1. Click + Add Shift Rotation Policy. The Add Shift Rotation Policy page appears.

    Figure 2: Creating a Shift Rotation Policy

  2. Type the name for the Shift Rotation Policy in the Plan Name text box.
  3. In the Select and order the shifts section, arrange your shifts. Select a shift in the AVAILABLE SHIFTS section and use the given arrows to move the selected shift under SELECTED SHIFTS. You can also double-click on an available shift to move it under SELECTED SHIFTS. Further you can also use the arrows to sort the order of the selected shifts.
  4. In the Rotation Frequency field, choose the number of weeks after which you want the shift to be repeated. You can choose a maximum of 4 weeks.

    The pattern of your shift is displayed under Shift Rotation Pattern according to the selections you make.
  5. Click Save.

The Shift Rotation Policy is created and appears on the Shift Rotation Policy page displaying the plan name, the shift rotation cycle and the icons of the actions (edit and delete) that you can perform on this Shift Rotation Policy.

You can edit or delete an already created Shift Rotation Policy from this page.  Click the Edit icon () to modify the details of an existing Shift Rotation Policy. Click the Delete icon () to delete an existing Shift Rotation Policy.

You cannot delete a Shift Rotation Policy that is linked to an Attendance Scheme.

 

 


 

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