Detail Form: Shift Detail Policy
A Shift Policy determines if an employee’s shift premium is decided by the shift defined in the employee's Shift Policy or Schedule. If the employee has no Shift Policy, the shift listed in the employee's Person Assignment applies. See Shift Definition for more information about creating, defining, and assigning a shift.
This policy can be assigned to a single Employee/Person via the Employee Setting form, to an Employee Group with type POLICY_GROUP or FACILITY via the Employee Group Setting form, or to all users via the System Settings form. An Employee setting overrides an Employee Group setting, which overrides a System Setting. See Settings Precedence for more details.
See Also:
Shift Policy Field Descriptions
Policy Name
Name of the Shift Policy that represents how the shift is referred to by the customer.
Shift From Schedule
When this box is checked, the shift that is listed in the employee's schedule applies. This shift can be defined on the Person Schedule or Schedule Cycle form.
If this box is checked and no shift is listed in the person's schedule, the system will use the shift that is listed in the person's Shift Policy, but only if the Shift via Policy is box is checked. If the Shift via Policy box is not checked, the shift that is listed in the person's Assignment is used.
Shift via Policy
When this box is checked, the Shift Detail Policy determines the shift. The earliest applicable shift is used. If both the Shift via Policy and the Shift From Schedule boxes are checked, the Shift From Schedule setting is used.
Start Date
Date when the Shift Policy goes into effect.
End Date
Date when the Shift Policy is no longer valid.
Update Date, Updated By
These fields display when the record was created or updated, and the person who created or updated the record.
Click Main Menu > Configuration > Policies > Shift Policy.
Click Add.
Enter a Policy Name.
If you want the policy to use the Shift defined in the employee's schedule, check the Shift From Schedule box.
If you want the policy to use a Shift from the Shift Detail Policy, check the Shift via Policy box.
Enter the effective dates for the policy in the Start Date and End Date fields.
If you want to add more than one record, click Save and Add to save your settings and keep the Add window open. Or click Save to save your record and return to the main form.
Click Main Menu > Configuration > Policies > Shift Policy.
Select the record you want to copy.
Click Copy.
Modify the settings as necessary and click Save.
If you want to duplicate more than one record, click Save and Add to save your settings and keep the Copy window open. Or click Save to save your record and return to the main form.
The duplicate record will have the same Shift Detail Policy as the original.
Click Main Menu > Configuration > Policies > Shift Policy.
Select the record you want to modify.
Click Modify.
You can modify all the necessary fields except the Policy Name.
Click Save.
Click Main Menu > Configuration > Policies > Shift Policy.
Select the record you want to delete.
Click Delete.
Click OK to confirm the action.