In this article, you will find an explanation for each of the "Scheduling" subcategories.
You can find the scheduling settings via Settings -- Scheduling
1) Rota display
Rota opening/closing hours
Your rotas’ first day of the week
Show week number
Show weather forecast
Hide empty positions
2) Seniority
Use hours worked instead of hire date to calculate seniority: by default, the date of hire will be used.
Offer open shifts by seniority
3) Shift settings
Default break value: The amount of break given by default when creating a break on a shift.
Grace period for completing tasks
Employees must mark new shifts as seen : Employees will have to confirm shifts once they've been published
End shift time will be hidden from employees
Automatically clock in/out planned training shifts. Shifts must be created as training shifts in the rota
4) Shift transfer requests
Employees can
Offer Shifts : Allows employees to give their shifts to others.
Exchange Shifts : Allows employees to exchange shifts.
Note : Employees can only offer and exchange shifts with employees that also have the position required as well as being available.
See this article to visualise their process
5) Approval
Rota manager's approval is required for: shift transfers and availability. If unchecked, transfer and availability requests will not need approval
Availability: number of days required for submitting an availability request
Open shifts must be approved by managers: You can also enable the option that allows employees to apply for an open shift even if there is a rota conflict.
6) Budget
Include on-call shifts in the total hour count : this option will add the shifts under open shifts to the total of hours in the rota
Include training shifts in the total hour count : this option will add the training shifts to the total of hours in the rota
Labour cost objective (%): The ratio of labour/profits you desire to respect. You can check out the labour cost calculator under the rota -> More -> Show projections.
Custom objective: Let's you add a quantity that is divided by the quantity of daily rota hours (ex: 80 estimated clients)
7) Compliance management
This setting allows you to define rest and break periods adapted to the wellbeing of employees, in accordance with current recommendations.
Minimum daily rest : daily rest of at least X consecutive hours between two shifts
Continuous weekly rest: weekly rest of at least X consecutive hours
8) Rota alerts
Minor employee alerts: manage rota labour laws alert for employees aged 16 or under
This will give you an alert if labour laws are not respected for minors. It is possible to disable the alert until a specific date (i.e. summertime)
9) Shift templates
10) Automated break rules
11) Public rotas
