Shifts are an important part of your Chronicle environment. You can create as many shifts as necessary to then assign to rosters or schedule on an ad-hoc basis. Shifts can be created in a way to appropriately reflect common or unique rules surrounding working types and overtime.
Creating Shifts
To create a shift, you'd first need to access 'Settings' in the bottom left, then, 'Shifts & Rosters' then 'Shifts'.
To create a new shift, simply select the orange 'Add Shifts' button, or to edit an existing one, simply double-click on it.
There are various options within the 'Details' page which can be used to customise your shift:
Code - This is the description seen in various other screens such as 'Time sheets', 'Attendance', 'Rosters'. This should be simple and easy to read such as '09:00-17:00'. The maximum characters for the code is 15.
Name - This can be a little more descriptive than the code as it allows more than the 15 character limit.
Start/End - This would be where you'd define the start and end time of the shift.
Core Start/End - Used in Flexitime to define an employees core hours.
Contracted - The total number of hours expected to be worked on this shift.
Holiday / Holiday (1st half) / Holiday (2nd half) - Optional. The number of hours that will be taken if a holiday is requested on this shift, if different from contracted hours.
Rest Day - This would be ticked if the shift is to be considered as a rest day/day off.
Omit from weekly overtime - Ticking this will mean this shift will not be included in within any weekly overtime rules applied to the roster.
Counts towards daily and weekly overtime - This would be ticked if overtime on this shift should raise daily, as well as be included to the weekly overtime rules.
Clawback - Ticking this will mean that if weekly overtime rules are in place and hours have not been worked, hours worked on this shift will make-up anything that was missed.
Lateness/Left Early Grace - This grace period is a defined amount of time that will prevent an exception from being raised for clocking in late, or clocking out early.
Must clock in between - This is the time that the employee much clock in between, any clocking's outside of these times will not create the work record.
Do not raise clocked out early exception
- If contracted hours are worked - The system will not raise an exception when the employee clocks out, providing the contracted hours have been worked.
- If absent - The system will not raise an exception when the employee clocks out if an absence is recorded on the work record.
Auto clock out after - This is the amount of time after the initial clock out that the system will automatically clock them out after. By default, this is set to 16 hours (even if it shows 00:00 in the box).
Hourly Rate - The hourly rate that applies to the shift.
Budget Tag - The budget tag is the tag that has an assigned budget plan against so that it'll be included within this plan.
Archived - Tick this to archive the shift so that it does not appear on any 'shift' drop-down menu.
Once the details are completed, we'd recommend click 'Save' and then going back into the shift to finish off the remaining settings.
When you are back in the shift, you can begin actioning additional settings of the shift such as:
- Breaks - {Placeholder Link}
- Point Rounding - {Placeholder Link}
- Zoned Rounding - {Placeholder Link}
- Fixed Overtime - {Placeholder Link}
- Zoned Overtime - {Placeholder Link}
- Auto Clockings - {Placeholder Link}
- Shift Premiums - {Placeholder Link}
Following the creation of your shift(s), they would then need to be applied to a roster if using a repeatable working pattern. To action this, please see this guide: {Placeholder Link}
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