Shift Defaults

Shift Defaults can be setup Globally and within Companies, Company defaults will over-ride the Global settings.

Shift Defaults can be setup Globally and within Companies, Company defaults will over-ride the Global settings.

Company / Location default breaks

In the Company page / Temps window there is a new tab called ‘Company Shift Breaks’, where default placement / shift break settings can be configured for that company or its locations. These will override any settings configured globally.

Note: Company (”global for all locations”) breaks only apply if there are no values set for the placement’s location.

Placement page ‘Breaks’ field

There is a grid with toolbar to manage the default temp placement page ‘Breaks’ field for that company.

• Entries are added by the green ‘plus’ icon.
• A default can be set for all locations at the company (global for all locations) and per location if required.
• Values available are blank (unset), ‘Paid and Charged’ and ‘Unpaid and Uncharged’.
• The user is warned in the grid and prevented from entering duplicate values for the company / location.
• The user is prevented from closing the screen if duplicates exist, and they must correct the issue first.
• Entries can be deleted via the blue ‘bin’ icon.

When new temp placements are created, the defaults are checked in the following order and the value applied when the first match is found:

• Placement location
• Placement main contact location
• Placement company
• Global

Placement shift ‘Breaks’

There is a grid with toolbar to manage the default shift breaks to apply when shifts go over a certain amount time.

Note: if the ‘Shift length over’ field is set to 5 hours 59 minutes, the shift hours must be 6 hours or over for the break to apply.

• Entries are added by the green ‘plus’ icon.
• The ‘Shift length over’ can be between 1- 47 hours.
  • Format allows hours and minutes.
  • Default is 5 hours 59 minutes.
• The user can enter the length of the shift break to automatically apply in minutes.
  • values entered can be between 1 to 300 whole numbers.
  • default is 30 minutes.
• The user is prevented and warned on the grid from entering duplicate ‘Shift length is over’ entries, e.g. they can’t have two entries for ‘5 hours 59 minutes’.
• If the user tries to save with duplicate entries, a warning window is displayed and the changes cannot be saved. The duplicate entry must be removed before saving.
• The user can delete entries by the blue ‘bin’ icon.

The defaults are automatically applied when a new placement shift is created and this includes when extending shifts. Defaults are checked for in the following order and used from the first matched level:

• Placement location
• Placement main contact location
• Placement company
• Global

If there are no default shift breaks, the shift break field is blank.

If there are default shift breaks:

• The number of shift hours are calculated from shift start and end times.
• The shift hours are matched to the default entries for that level using the ‘Shift length is over’ values, starting with highest number of hours to the lowest.
• The first match found is used to apply the default shift break length.
• If no match found, the placement shift break field is set 0, e.g. if the shift is 5 hours, the shift break of 0 minutes is applied.

Setup shift patterns that can be copied into calendars, to quickly populate calendars for long term temp jobs and also shifts with frequently required shift patterns, for example 3 week rotations.

Shift Patterns can be setup Globally and within Companies, Company defaults will over-ride the Global settings.

Shift Pattern Toolbar (Global Temp Settings / Temp button in Company records)

Add New Shift Pattern - Opens a calendar

Name - enter a name for the pattern First Date - enter a start date for creating the example pattern, this does not affect start date when using the pattern in job shift calendars Length - set the pattern length in days, ensure days off are accounted for so if using the pattern for a longer period it will ensure a rotating pattern will know when to repeat   Calendar Use the shift painter and shift names dropdown to stipulate the shifts start and end times. You can also right click on shifts and make changes manually   Click OK on completion of pattern

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