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Use this page to uniquely identify a rota plan.
Select the “ Edit Rota Plan” option from the left pane
The “Select Rota Plan” page appears
The system displays the following fields
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Date Format |
The date format applicable to the login user. More Details. |
Enter the following in the “Select Rota Plan” page, to indicate the organization group for which the Rota Plan will be applicable
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Scheduling Unit |
Select the organization unit in which you must create the rota plan. Tell me more. |
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Employment Unit |
The name of the organization unit for which the rota plan will be applicable. Tell me more. |
Select the “Create Rota Plan” link.
The “Create Rota Plan” page appears.
The system displays the “Date Format“, “ Scheduling Unit“ and “Employment Unit“ fields from the previous page.
Enter the following
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Rota Plan Code |
A unique code to identify the rota plan. |
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Rota Plan |
A description of the rota plan. |
Enter the following
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Holiday Master Code |
Enter the code of a holiday master, to include the holidays contained in this holiday master in the schedule of the employees who will be mapped to the rota plan. Help available |
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Schedule Shift on Holidays |
Indicate whether the shifts must be scheduled on the holidays contained in the Holiday Master, by choosing “Yes” or “No” from the drop-down list box. |
4 Enter the following in the “Rota Plan Details” multiline.
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Shift Code |
The code of each shift of which the rota plan must constitute. |
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The shift must have been defined already, through the “Create Shift Master” activity. Help available |
The following multiline fields are displayed, if you select the shift code through the Help icon.
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Shift |
The description of the shift. |
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Start Time |
The time at which the shift starts. |
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End Time |
The time at which shift ends. |
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Note that if the shift start time is greater than the shift end time, it is because the end time of the shift crosses over to the next day. For example, the shift could be from 9 p.m. to 4 a.m. |
From the multiline, select the shifts of which the rota plan must consist. To select a shift, check the “Select” box in the shift record
After selecting all the shifts you need, select the “Create Rota Plan” pushbutton.
Enter any comments about the Rota plan, in the “Comments” field.
To enter extensive comments, click on the zoom icon beside with the “Comments“ field.
Enter your comments in the zoom page
Select the “Save” pushbutton in the zoom page.
Select the “Set Attendance Parameter” link, to enter attendance and overtime details for the rota plan
To define the shifts under the rota plan