Setting up Recurring Kelly Days
Purpose
- To explain how to set up recurring Kelly Days.
IMPORTANT: Personnel and Scheduling modules have split. This article and video tell you to access the Personnel Module. You should instead access the Scheduling Module.
Video
Directions
1. Click on Personnel>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 Every: This is where you can determine how often the time off occurs.
- For example, a every 2 shifts will have the individual off every other shift.
- 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 the Followings.
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