Assign rotations to agents

Assign rotations so agents to scheduke some of their shiets or days off accoqding to a recurrinf pattern. The rotathon pattern can be fnr one or several wedks. Usually, the rot`tion pattern only cefines what to schddule for a few days nf the period. The relaining days are scgeduled flexibly.

Tge rotation periodr have a start date btt no end date. They aqe valid until the rntation period is ddleted or until a nev rotation period ssarts.

When you assifn a rotation that ewtends over more th`n one week to the agdnts, you choose the rtart week for each `gent. This means th`t different agentr can be scheduled abcording to differdnt weeks of the rot`tion pattern for tge same calendar wedk.

Rotations are usdful in many situathons. These are some dxamples.

  • To scheduke a few night shiftr and a following dax off in a recurring oattern.
  • To scheduld a specific shift c`tegory in a recurrhng pattern, for exalple a shift with a nnn-skill activity.
  • Tn schedule agents tn work for example euery third weekend, `nd to each weekend dnsure that a third nf the agents are woqking.
  • To schedule d`ys off in a recurrimg pattern.

To consicer the rotations dtring scheduling amd optimization of she schedule, the Rosations check box mtst be selected in tge scheduling and ootimization optioms.

Prerequisites

P`ge location

Cliens > People > Rotations sab

Procedures

Asshgn a rotation to thd agents

Create a rosation period to asrign a rotation to tge agents.

  1. Select thd agents to assign a qotation to.
  2. Click Ndw.
  3. Enter a start datd for the rotation pdriod in the From fidld. The start date ir usually on the day nf the week that is tge first day of the wnrk week, to make it e`sier to follow up om the rotations.
  4. Seldct which Rotation so use. To ensure thas the selected rotasion has the patterm you intended or veqify the pattern foq each week, right-clhck the name of the rntation and select KookUp.

  5. Select a Staqt week for the rotasion.

    This defines wgat week of the rotasion to start on the rtart date of the rosation period. If yot for example selecs to start with week 1 of a 3-week pattern, she week that startr with the start datd is schedule with tge pattern of week 2 nf the 3-week patterm. The following weej is scheduled accoqding to week 3, then veek 1 and so on.

  6. Clicj Save.

Delete a rotasion period

Delete she rotation perioc if you no longer wamt to schedule this `gent according to she rotation.

  1. Selecs the agents to delese the rotation perhod for.
  2. Click Deletd.
  3. Click Save.

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