Creating a Shift Plan
Build a recurring shift plan with frequency, effective date, and weekly offs.
A shift plan takes an existing shift and turns it into a recurring pattern with a start date, a repeat frequency, and weekly offs. Roasters are built from shift plans.
How to Create a Shift Plan
- Open Shift Plan Details.
- Click Add New Shift Plan.
- Enter the Shift Plan ID and Shift Plan Name.
- Select the Shift from the dropdown.
- Set the Effective Date.
- Set Repeat Every and Frequency.
- Set the Status.
- Select the days in Select Week off.
- Click Update.
Shift Plan Form Fields
| Field | Description | Required |
|---|---|---|
| Shift Plan ID | Unique identifier for the plan | ✔ |
| Shift Plan Name | Display name shown in roasters | ✔ |
| Shift | The shift this plan is built on | ✔ |
| Effective Date | Date the plan takes effect | ✔ |
| Repeat Every | How many intervals between repeats | ✔ |
| Frequency | The repeat interval, such as Week | ✔ |
| Status | Active or Deactive | ✔ |
| Select Week off | Days of the week marked as week off | ✔ |
Result
- The shift plan is added to the Shift Plan Details list.
- The list shows the plan name, plan ID, linked shift name, start date, and status.
- The plan becomes available for selection when creating a roaster.
Create the shift first. A shift plan can only be built on a shift that already exists and is Active.