Personalised Rotation Patterns

Alasdair MacNeill
Alasdair MacNeill
  • Updated

Overview

Personalised Rotation Patterns assign employees to shifts based on a set schedule, such as Day Shift, Night Shift, Rest, and Off. These patterns ensure coverage across all shifts each day. This article explains how to create and assign them in Talexio.

Global Personalised Rotation Pattern
A Global Personalised Rotation Pattern is a rotation pattern that can be assigned to many employees.
Individual Personalised Rotation Pattern
An Individual Personalised Rotation Pattern is a rotation pattern that is created in the employee's position and cannot be assigned to other employees unless created as another Individual Personalised Rotation Pattern.

Permissions

To create Personalised Rotation Patterns you will need the permission Manage Time and Attendance Settings on the Global level.
You will also need the permission Manage Employment Position History or Manage Employment Position History (excluding remuneration) to be able to assign them to employees.

Creating a Global Personalised Rotation Pattern

To build a rotation pattern, the shift Shift Templates needed in the pattern must first be created on Talexio. You can see how this is done in this article.

To create a Global Personalised Rotation Pattern, please see the steps outlined below:

  1. Go to the Time & Attendance section, click on the Schedule Generator tab and click on the toggle Switch to personalised rotation.


  2. In the Business unit field, add the Business unit that will make use of the rotation pattern.

    When the Root Company is chosen, the Global Personalised Rotation Pattern can be used across all Business Units.

  3. Next to the Personalised rotation templates header, click +Add New.


  4. In the box that opens, give the Global Personalised Rotation Pattern template a name and then click +Add New to begin creating the pattern.


  5. From the Type field, you can select the option of Shift to choose a Shift Template, Rest or Off for the part of the pattern you are creating.


  6. If Shift is selected, in the Shift templates field, select the relevant Shift Template from the dropdown and click Save to create Day 1 of the pattern.


  7. Click +Add New to continue creating the rest of the days of the pattern.

    If you want to add 2 shifts to 1 day in the pattern, when adding the second shift, turn off the toggle Is next day so the shift is added to the same day as the previous shift.

  8. Click Save to complete the pattern.

 

Assigning a Global Personalised Rotation Pattern to an Employee

Employees can be assigned to a Global Personalised Rotation Pattern manually and also in bulk.

  1. From the employee's profile, click on the Employment tab and click to edit the position.


  2. In the position, click on the Time & Attendance tab and toggle on Use personalised rotation.


    • Rotation Start Date - The date when this rotation pattern should begin.
    • Global Personalised Rotation Pattern Template - From the dropdown of the created patterns, select the pattern this employee works.
    • Rotation Start Pattern - From the Global Personalised Rotation Pattern Template, select the part of the pattern the employee will work on the Rotation Start Date.


  3. Click Save. 
  1. From the People section, click on the 3-dot menu and download the Employee Data bulk upload template.

    Only Global Personalised Rotation Patterns can be assigned to employees using the bulk upload template.

  2. In the template, the following fields will need to be completed for each employee:
    • EMPLOYEE_CODE - The employee code of the employee
    • START_DATE - The Start Date of the position to be updated to identify the specific position to update.
    • USE_PERSONALISED_ROTATION - This needs to be YES to assign a Personalised Rotation to the employee.
    • PERSONALISED_ROTATION_TEMPLATE - From the dropdown of the created patterns, select the pattern this employee works.
    • PERSONALISED_ROTATION_START_PATTERN - From the Global Personalised Rotation Pattern Template, select the part of the pattern the employee will work on the Rotation Start Date.
    • PERSONALISED_ROTATION_START_DATE - The date when this rotation pattern should begin.
  3. Save the file and upload it to Talexio from the same location it was downloaded from in Step 1. The patterns will then be assigned to the employees in their positions.

Individual Personalised Rotation Patterns

Creating and assigning an Individual Personalised Rotation Pattern is done manually.

  1. From the employee's profile, click on the Employment tab and click to edit the position.


  2. In the position, click on the Time & Attendance tab and toggle on Use personalised rotation and untick the Use global personalised rotation toggle.


    • Rotation Start Date - The date when this rotation pattern should begin.
    • Personalised Rotation Template - Click on the + Icon to start creating the pattern you wish to use and label it with a Template Name. Creating the pattern follows the same process as creating a Global Personalised Rotation Pattern Template.


      Once the pattern is created, click on the Rotation Start Pattern point, the part of the pattern the employee will work on the Rotation Start Date.


  3. Click Save. 

The created Individual Personalised Rotation Pattern can be used in other positions for this specific employee using the search box.

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