Setting up Rotations

Setting up Rotations

Purpose

  1. To explain how to create Rotations in the Scheduling  Module.
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. 

Background

  1. Rotations set the repeating pattern of days on and days off for schedules/Assignments.
  2. Rotations are displayed on the Shift Board and My Shifts calendar.

Video 





Directions


1. Click on Personnel>Setup.






2. Click on Rotations.


Click on Rotations.



3. Click on Add Rotation.


Click on Add Rotation.



4. Type in a name for the rotation
  1. This will identify the rotation throughout the personnel module. 


Type in a name for the rotation



5. Select a recurrence rule from the drop down menu. 


Select a recurrence rule from the drop down menu.




6. Check Prevent Concurrent Rotations.


Check Prevent Concurrent Rotations.








IMPORTANT: This feature will prevent another rotation from being created with any of same dates as the rotation with this slider enabled. The user will be alerted with a red warning when attempting to create a concurrent rotation.



7. Check Show on Shift Board.
  • This will allow the rotation to appear on the shift board. 

Check Show on Shift Board.






8. Select a shift to associate the rotation with. 


Select a shift to associate the rotation with.



9. Select a color to associate to the rotation. 


Select a color to associate to the rotation.



10. Determine when you want the rotation to start.
  • You can put a end date in, however if it is a permanent rotation, leave blank. 



Determine when you want the rotation to start.



11. Type in the name of any users that you want to add to the rotation, select them, and click add. 
  • You can add as many users to the rotation as you want. 


Type in the name of any users that you want to add to the rotation, select them, and click add.



12. Determine when you want the users to start on the rotation. 
  • Each user can have a individual start date. Simply change the start date prior to clicking add between users.



Determine when you want the users to start on the rotation.



13. Click on Save when you are done. 


Click on Save when you are done.

IMPORTANT: Adding Users to a rotation from this section will place them in the unassigned portion of the shift board. You cannot place individuals on a rotational assignment from this section.
 

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