Ways to create and assign shifts

Factorial provides a range of efficient methods to create new shifts, which can help streamline your shift management process.

1. Rotating shifts

This method is ideal for managing traditional shifts that follow specific patterns, which can be weekly or bi-weekly, and once the entire pattern is covered, it repeats in a continuous loop. This type of shift management is particularly helpful for planning and scheduling purposes.

2. Shifts

With this option, you can save frequently used shifts with designated time slots, eliminating the need to manually enter shift hours each time.

This solution provides flexibility for creating shifts, making it particularly useful for shifts that don't have the same pattern each time, as well as for managing overtime.

How to create a shift from scratch

1. On your sidebar, go to Shifts
2. Click on +
3. Choose Add shifts 
4. Click on New shift from scratch
5. Select the employees
6. Define the shift name
7. Define the duration and period (Does not repeat, Daily, Custom Period)
8. Add breaks, workplace and work area (if needed)
9. Define:
   1. Start and end time
   2. Workplace and work area
   3. If needed, add comments
10. Select if you want to save shift
11. Click on Add Shifts

How to assign a saved shift

1. On your sidebar, go to Shifts
2. Click on +
3. Choose Add shifts
4. Select the employees
5. Define the duration and period (Does not repeat, Daily, Custom Period)
6. Select the Saved shift
7. Click on Add

Copy a specific period

This functionality allows you to copy all the published shifts from the previous week saving a lot of time select the days you want to copy and choose a future period to apply. You can copy published and unpublished shifts. 

1.  Click on “copy schedule period” in the top right corner
2. Select the period to copy

How to add more shifts on a day

1. Place the mouse on the shift of the day you want to add a new shift
2. A ‘+’ icon will appear, click on it
3. Select the shift you want to add or create a new shift from scratch

How to publish shifts

Before publishing the shift schedule, any conflicts must be resolved. Identifying conflicts in Factorial is easy, as they are highlighted in red.

To find conflicts more easily, follow these steps:

1. Click on the filter
2. Set the condition: where shift status is equal shift conflicts

 

 

1. Check the conflicts
2. Solve them by deleting the wrong shifts
3. Click on Publish schedule - in the upper right corner

Once the shifts are published:

• You can communicate the shifts to the employees with an email/push notification
• When the employee logs into Factorial, they will see those shifts
• If Time tracking is installed, these shifts will be considered as the estimated hours that will be compared with the worked hours.