Personalised rotation patters can be used to generate "same shift routines" for employees. The following steps will show you how such shifts can be edited in bulk.
To proceed with the following, you will need 'Manage All Employee Data' permission.
Updating personalised rotation patterns in bulk
First off, you will need to download the 'Employee import template'. Visit the "People" page and click on "Onboarding assistant".
When the new page loads, click on "People". It is located on the bottom left hand corner of your screen.
Find the "Employees" section and click on "Download template".
Once the template downloads, fill the following details (for employees who are already onboarded on Talexio. For new employees, you will need to add more data. Click here for more information):
- Employee code;
- Personalised rotation template;
- Personalised rotation start pattern;
- Personalised rotation start date.
Note: The personalised rotation pattern is a number field. Insert the number which corresponds to the shift pattern in the chosen personalised rotation template.
Personalised rotation template
Personalised rotation start pattern
Note: The number 1 "One" indicates that the set employee will be starting from the first shift set in the chosen personalised rotation template.
Personalised rotation start date
Save the data in your file and click "Upload" from Talexio.
On completion, the specified employee will have their personalised rotation pattern in their employee position updated.
Set same day shifts in personalised rotation patterns
Edit shift rotation pattern from the generate schedule dialog