Setting up Recurring Kelly Days
Purpose
- To explain how to set up recurring Kelly Days.
- This allows you to have individuals automatically moved off the schedule for Kelly days, instead of having to manually move them on those days.
Video
Directions
1. Click on Scheduling > Shift Board.
2. You can set up kelly days when first placing individuals on a rotation, or after they have been placed on the rotation. In this case we will set Dominic up to have recurring kelly days.
3. Click the pencil to the right of his name.
4. Toggle on Kelly Days, then fill in the:
- Recurring Time Off: This is where you can determine how often the time off occurs.
- This can be done by Shifts or by Rules.
- Shifts looks at the number of shifts an individual would work, for example every 2 shifts would have him off every other shift day.
- Rules are based off of Rotational Rules within the system.
- Starting on: When the cycle will start.
- Ending on: Not required. If not filled in, will fill in two years out from the creation date.
- Time Off Type: The type of time off the individual will be placed on.
5. When done, hover over save and select All Occurrences if setting up the kelly day cycle for new employees.
IMPORTANT: If setting up kelly day cycles for employees already on a rotation, select This Date and Followings.
Related Articles
Activities: Setting a Recurring Event
Purpose To explain how to set a Recurring Event within the Activities module from the Event List. Related Articles Methods of Create New Event within Activities Activities: Creating New Event / Event Tab Activities: Creating New Event / Attendee Tab ...Activities: Setting a Recurring Event
Purpose To explain how to set a Recurring Event within the Activities module from the Activities Log. Related Articles Methods of Create New Event within Activities Activities: Creating New Event / Event Tab Activities: Creating New Event / Attendee ...Setting up Accrual Profiles
Purpose To explain the process for setting up Accruals in the Personnel Module. Video Directions 1. Click on Scheduling > Setup. 2. Click on Accruals. 3. Click on the plus sign to add a new accrual profile. 4. Type in a profile name and click save. ...Setting up Rotations
Purpose To explain how to create Rotations in the Scheduling Module. Rotations set the repeating pattern of days on and days off for schedules/Assignments. Rotations are displayed on the Shift Board and My Shifts calendar. Video Directions 1. Click ...Setting up the ePCR - Stations
Purpose To explain how to add and manage Stations for use with the ePCR. Related Articles Setting up the ePCR - Demographics Setting up the ePCR - EMS Contacts Setting up the ePCR - Vendor Directory Setting up the ePCR - Protocols Setting up the ePCR ...