At least one shift in the system is needed, even if you do not plan on using features available for Shifts.
This section only provides very basic setup of shifts and does not go into detailed usage of shifts in the system.
The Setup Wizard will import a rapidstart file that will automatically create an example shift ‘MF8’.
Shifts can be used:
- For attendance reporting.
- For configuring rounded payroll time.
- For calculating overtime.
- For automatic breaks.
- For tracking shift changes.
- For information.
Search for “Shop Floor Shift Pattern”
You will be presented with a list of available shifts in your system.
Click “New” to create a new shift.
Define a new Code, and a new Description in the top section.
If you plan on calculating overtime, then for each day of the week, put in the expected regular hours for each day of the shift in the “Expected Regular Time (Hours)” column. Note: this represents the paid time, so if a person is expected to be on-site for 9 hours, but only paid for 8, then put in 8.
After regular expected hours are defined, then expected attendance time for each day needs to be define.
Choose a day of the week and click “Manage” then “Details”.
The next screen provides a break-down of the day. If the attendance time matches the expected payroll time, then a single line entry with the start time for begin and end can be created.
If the attendance time does not match the paid regular time, which is common for scenarios that have unpaid breaks or unpaid lunch, or other unpaid attendance time, then you need to break down the day into each component. For the unpaid time, choose an activity code that has a default paycode that represents unpaid time.
This detail configuration needs to be done for each work day. The same steps above can be done, or, if all work days are common then ‘Copy Details’ can be used to copy from one Work Day to another. To copy details from one work day to another click “Navigate” then “Copy Details”.
In the next screen choose the shift code and day to copy from, and then the destination shift code and day to copy to. Do this for each work day.
When complete, the “Expected Regular Time (Hours)” in the top right should reflect the total expected regular hours for the week before overtime applies, and the expected Attendance time should total the expected overall attendance time for the week.
If a worker has unpaid break time, unpaid lunches, or other unpaid activities then it is common for the expected attendance time to exceed the expected regular paid time.