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Rotating Schedule Templates

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General

The General Button opens a screen to add, edit, or view basic information for a schedule rotation, including the effective/expiration dates and number of weeks. Once the information on the General screen has been configured, click on the Rotation button to display a calendar to add, edit or view the days allotted to the rotation.

Depending on the page displayed, the following fields may be available:

Begin Week Number

Code

Description

Effective Date

Expiration Date

Number of Weeks

Organization Unit

The following additional section options are available in the left pane:

Rotation

Assigned Employees

Creating a Rotating Schedule Template

Updating Assigned Employees' Rotating Schedules

Begin Week Number

The rotation week template that should be applied to the week aligning with the effective date.

Code

Short, alphanumeric value for identifying this rotating schedule record.

Description

The label describing this rotating schedule.

Effective Date

The date this rotating schedule is effective for this employee.

More About Date Value Fields

Expiration Date

The date this rotating schedule expires for this employee, if applicable. If there is no set date this rotation is to expire, leave this field blank.

More About Date Value Fields

Number of Weeks

The number of weeks needed to complete a rotation.

This number can be different from the number of schedule weeks. For example, if employees have a 2-week rotation but work a 4-week schedule, this only needs to be set up for 2 weeks.

Organization Unit

The organization unit where this rotating schedule template is available. The levels of the organization units available and the label names depend on the corporate definitions.