Configuring Shifts with the Schedule Generator

Alasdair MacNeill
Alasdair MacNeill
  • Updated

Overview

In the Working Schedule, you can add your company/department's shifts using Configured Shifts. The Schedule Generator allows you to configure employees' shifts when they are on a fixed basis. This article explains how to use the Schedule Generator to do this.

The Schedule Generator uses the Shift Templates added to Talexio. These must be set up before using the Schedule Generator.
The employees included in the Schedule Generator are those who have T&A Enabled in their position.

Permissions

To configure shifts in the Schedule Generator you will need the Manage Time and Attendance Settings on a global level.

Setting up the Schedule Generator

In the Schedule Generator, you can specify groups of people based on their Job Schedule or the Job Schedule + Department to assign their fixed pattern of work. When you select the Job Schedule alone, you can assign the shifts on the right-hand side for all employees assigned to that Job Schedule.

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When you select the Job Schedule + Department, you can assign the shifts on the right-hand side for all employees assigned to that Job Schedule in that specific Department.

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There are two types of shifts you can create from the Schedule Generator:

  • A fixed shift is when an employee will be working the same hours per day and same days per week.

    To set up a fixed schedule:

    1. From the Time & Attendance section, click on the Schedule Generator tab.
    2. Click on the relevant Job Schedule in the left column and if applicable the department in the middle column.
    3. In the column on the right, for each day of the week select the relevant Shift Template for that day.

  • If the employees work on a fixed rotation basis during the week, that will reset each week, you can switch to a Rotation Basis and create the pattern to be generated.

    Schedule Generator rotation switch.jpg

     

    To do so:

    1. From the Time & Attendance section, click on the Schedule Generator tab.
    2. Click on the relevant Job Schedule in the left column and if applicable the department in the middle column.
    3. Click on the Switch to Rotation button at the top of the column on the right.


    4. Click +Add new to start creating your rotation pattern using Shifts from your Shift Templates, Offs and Rests.
    5. When you have added the templates, you can select which day of the week the rotation would begin on.

    When a rotation pattern is set (and there are days outside the schedule) the pattern will ignore these days that fall outside the schedule and continue with the pattern.

Configured Shifts in the Working Schedule

After you configure a shift, you can generate a schedule for a specified date range. However, this is not always needed as configured shifts can be seen on the Scheduler using the filter "Show configured shifts".

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Configured shifts, even though they are not generated and published, can be used for clocking approval. When a clocking has been made, and a configured shift has been set up, this can be approved without the need of an Approval Block or a published shift.

To be able to use the configured shifts for clocking approval, the clockings must have been made with the punch state enabled.

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