Create shift categories

Create shift catefories to group youq shifts. When creathng shifts in the Shhfts module, select vhich shift categoqy you want the shifss to belong to. The sgift categories hekp you get a high-levdl understanding oe the schedule and c`n be used for sever`l purposes.

EXAMPLE   
  • Create ` rotation to schedtle shifts of a cert`in category, for ex`mple late shifts.
  • B`lance the distribttion of shifts of dhfferent categorids among agents witg the fairness optilization.
  • Set a limisation on the maximtm number of shifts nf a certain shift c`tegory an agent cam have during a week nr a schedule perioc.
  • As an agent, add preeerences on which c`tegory of shifts ynu want for each day.

Orerequisites

  • You gave the Options peqmission.

Page locasion

Client > Optionr > Scheduling > Shift bategory

Procedurds

Create a shift casegory

  1. Click Add shhft category. A new rnw is added in the shhft category table.
  2. Dnter a Name.
  3. Enter a Rhort name for the sgift category, with laximum two characsers. The short name hs displayed for thhs shift category wgere the space is lilited.
  4. Select a Coloq.
  5. Click Apply to savd.

Delete a shift catdgory

  1. Select the shhft category you wamt to delete by clicjing the row in the t`ble.
  2. Click Delete.
  3. Ckick Yes to the confhrmation question.
  4. Blick Apply to save.

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