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Use this page to edit the details of the selected rota plan. Through this page, you can also deactivate the rota plan so that it cannot be used in future.
See page overview
Ensure that you have selected a rota plan, in the "Select Rota Plan" page
Select the “Edit Rota Plan” link, from the “Select Rota Plan” page
The “Edit Rota Plan” page appears
The following fields are displayed from the previous page
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Date & Time Format |
The date and time format applicable to the login user. More details. |
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Scheduling Unit |
The organization unit you selected in the “Select Rota plan” page. Tell me more. |
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Employment Unit |
The employment unit you selected in the “Select Rota plan” page. Tell me more. |
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Rota Plan Code |
The code of the rota plan that had been selected in the “Select Rota Plan” page. |
Edit the description of the rota plan, in the "Rota Plan" field.
Edit or enter the following
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Current Holiday Master |
The code of the holiday master containing the holidays to be incorporated in the schedule of the employees who will be mapped to the rota plan. |
Note: References to “employees who will be mapped to the rota plan” are to those employees who will be mapped to the rota schedules that will be created from the rota plan.
If you do not know the holiday master code, select the help icon to choose the code of the holiday master.
If you selected the holiday master using the help icon, the system displays the following
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Effective From |
The date from which the holiday master will be effective. This date is predefined in the “Create Holiday Master” activity, for the holiday. |
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Effective To |
The date until the holiday master will be effective. This date is predefined in the “Create Holiday Master” activity, for the holiday. |
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Next Holiday Master |
If you want to extend the rota plan beyond the “effective to” date of the current holiday master, enter the code of the next holiday master. |
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Note that although the rota plan has no start and end dates, meaningful scheduling of the employees will be possible only for the effective period of the holiday master attached to the rota plan. |
If you selected the this holiday master using the help icon, the system displays the following
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Effective From |
The date from which the holiday master will be effective. This date is predefined in the “Create Holiday Master” activity, for the holiday. |
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Effective To |
The date until the holiday master will be effective. This date is predefined in the “Create Holiday Master” activity, for the holiday. To edit attendance policies or rules for the rota plan. |
Edit the following
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Schedule Shift on Holidays |
Indicate whether the shifts must be scheduled on the holidays, by choosing “Yes” or “No” from the drop-down list box. |
Select the "Edit Rota Plan" pushbutton, to save the information.
To edit the existing shifts in the rota plan
Edit the shift codes in the multiline. Use the help icon to select a shift code to replace an existing one.
Insert new shift code records
Delete existing shift code records
Select the "Save" pushbutton, to save the information.
Hyperlinked topics below
Editing the rota plan - Overview
You can edit any of the details of the rota plan that you created in the “Create Rota Plan” page, except for the rota plan code. See Creating a rota plan
In addition, you can extend the effective period of the rota plan. Essentially, the effective period of the rota plan is derived from the start and end dates of the holiday master. Therefore, to extend the end date of the rota plan beyond the date of the current holiday master, you can specify the next holiday master that will be applicable to the rota plan.
The system checks that the start date of the new holiday master follows the end date of the previous holiday master, with no gap.
Eligibility for overtime
Note that the system differentiates between calculating overtime and considering the eligibility of employees for overtime.
For example, the overtime rule can specify that 1hour of overtime must calculated as 2 payable hours. However, the employee may be considered eligible for overtime after only 2 hours beyond the scheduled shift hours. If the shift timings are from 10 a.m. to 6 p.m., and the employee works until 7 p.m., he is not considered eligible for overtime although the system maintains the overtime rate. On the other hand, if the employee works until 8 p.m., he is paid overtime according to the overtime rule.
To edit holiday details, for the rota plan
To edit the existing shifts in the rota plan