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Shift Pattern, General Tab

The Shift Pattern window allows users to create or edit unique shift patterns for work scheduling. This window can be accessed via Planning/Update/Shift Pattern or through the Shift Pattern but_shift_pattern button via the Planning/Update/Daily Shift Pattern window.

Shift Pattern general tab

 

The following information/options are available in this window:
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Type drop down

Select the type of pattern from the drop down menu. Users may select from the following:

Daily - Consists of any number of days between 1-31 and is not synchronized with the days of the week.

Weekly - Consists of a 7-day, Sunday through Saturday schedule.

Monthly (default setting) - Consists of a 31-day schedule that is not synchronized with the days of the week.

Recurrent - Consists of an unlimited amount of 7-day week periods that are merged to create a cycle. Recurrent patterns can start for any employee on either of the weeks of the pattern. When the last week of the pattern passes the first week will follow; the cycle will start from the beginning.

The view of this window will change depending on which of the above types are selected. For more information on these shift patterns refer to Planning/Shift Pattern/Applying Shift Patterns.

Pattern

The name of the shift pattern.

Days/Week drop down

Select the number of days to set the duration of the shift pattern. The Days drop down appears when the Daily Type is selected; the Week field appears when the Recurrent Type is selected.

Note: Users will be allowed to enter 1 to 31 days per schedule.

Hypertext

Allows users to view hypertext information regarding a shift pattern by hovering the cursor over the individual day patterns without having to return to the Daily Shift Pattern window.

Day # (1, 2, 3, etc.)

Enter the shift pattern for each day. To enter a shift select into the field and choose a shift that was previously created via the eMRO Daily Shift Pattern window. The same shift can be selected for every day or different shifts for different days.

Note: The fields will be listed Day 1 - Day 31 when a Daily or Monthly schedule is selected; the fields will be listed Sunday to Saturday (weekly range) when a Weekly or Recurrent schedule is selected.

Recurrent Pattern Recurrent Pattern button button

When selected the Recurrent Pattern pop-up appears:

Recurrent Pattern window

Repeat Every radio button - Select this radio button to have the shift repeat either daily or weekly depending on what the user has set up.

Note: When this radio button is selected, the Day and Week radio buttons appear.

Use Pattern radio button - Select this radio button to have the shift repeated based on a pattern set up by a user.

Note: When this radio button is selected, the following Pattern drop down menu becomes available.

Day radio button - Select this radio button to specify a daily pattern. Select the number of days the pattern will run from the drop down menu.

Week radio button - Select this radio button to specify a weekly pattern. Select the number of weeks this pattern will run from the drop down menu. Select desired Recurrent Pattern and select the Find but_find_small button. eMRO will find a pattern if it already exists in the system. If one does not exist the user may create one.

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The Export as Excel button can be selected to view the queried data (including all pages) in an Excel spreadsheet. This Excel file can be saved for later use. For more information refer to the Export as Excel Button via the eMRO System Standards manual.

Populate all mandatory and desired fields in the Shift Pattern window and select the Save button.

The shift pattern is saved as shown below:

Shift Pattern window

At the bottom of the window users can view and select previously created patterns. Notice the newly created pattern (VM-PATTERN1) is also displayed below once saved.

To select the pattern, click the Expand button then select the pattern. The credentials will appear in the top portion of the window. From there users can adjust the details of the patterns manually. In this manner patterns can also be deleted or edited and saved.

For more information on how to apply the Shift Patterns to Employee Schedules, refer to Planning/Shift Pattern/Applying Shift Patterns.

See Also

Shift Pattern

Shift Pattern, Informational Tab

Notes Button, via Shift Pattern

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