Create a schedule pattern (2024)

Note: If the Schedule Pattern glance appears with a schedule pattern already defined, select Add New Pattern before you begin.

Note: When creating a schedule pattern for a single employee that has multiple assignments, select the assignment for the schedule pattern from the Assignment list. The employee's default assignment — which is the highest ranked assignment that you have access to through your organizational set in your Employee Group and based on the selected location — is pre-selected.

1. Specify a Start Date and (optionally) an End Date to indicate the effective period of the pattern.

Note: For employees that have a non-midnight day divide, the system allows you to select the day containing the partially open period as the Start Date. However, no schedule entities are rolled out to the employee when those entities are contained in, or span the day divide of, their signed-off period. However, any shifts or duration paycodes that have a start time that occurs after the signed-off period are rolled out to the employee. Non-duration paycodes are not rolled out to the employee on a partially signed-off day.

2. In the Define Pattern For field, specify the length of the cycle that repeats (in days or weeks).

By default, schedule patterns have a maximum length of 52 weeks (364 days). Depending on how your system is configured, this limit may be higher. If you enter a pattern length that is greater than the limit set on your system, a message displays with the valid range.

3. Select the Override Other Patterns check box if the pattern should overwrite any shifts and paycodes created by a previously applied pattern. Otherwise, shifts and paycodes in the current pattern are added to those previously created.

4. Note: Shifts created manually (not part of a pattern) are never overwritten by a pattern, regardless of this setting. However, you must ensure that any manually created shifts do not conflict with the pattern created shifts.

4. Create a shift for any cell using one of the following methods.
   • Right-clickTap the cell and select Insert Shift Template , then select a template.
   • You can also select multiple cells (using shift-click or control-click), right-click one of them, click Insert Shift Template , then select a template.
5. ClickTap Shift Template at the top of the glance, then select a template, then click the cell where you want to create the shift. You can add the same shift template simply by clicking additional cells. When you are finished creating that type of shift, clicktap Shift Template to deactivate the quick action.
6. Right-clickTap the cell and select Add Shift , then define the shift parameters.
7. You can also select multiple cells (using shift-click or control-click), right-click one of them, and click Add Shift to open the Add Shift panel. Define the shift parameters to insert the same kind of shift in each selected cell.
For full instructions on defining a shift, see Add a shift.
8. You can also use the quick action Copy-Paste to copy a shift and paste it in a different date cell. See Quick Actions for editing Schedule Patterns, below.

9. Note: Create shifts in the cell of the day they begin. For example, a shift that begins at 11:30 pm Monday is created in the Monday cell, even though most of the shift is on Tuesday.

5. Define the availability pattern for any cell. Right-clickTap the cell and select Edit Availability , then define the Availability parameters for that cell.
6. You can also select multiple cells (using shift-click or control-click), right-click one of them, and click Edit Availability to open the Edit Availability panel. Define the availability parameters to apply to all the selected cells.
. For full instructions on defining availability, see Availability.
6. Create a paycode for any cell. Right-clickTap a cell or a shift and select Add Paycode , then define a paycode, and select Apply. For full instructions on defining paycodes, see Add a paycode

7. Note: Leave any cell blank to represent a day that has no shift or paycode.

7. ClickTap Apply. The Schedule Pattern glance closes and the pattern is applied for the loaded period.
8. On the main schedule page, clicktap Save . The pattern is rolled out for its entire length.

You can also use the following Quick Actions to edit Schedule Patterns: