Scheduling concepts

Work patterns vs employee availability: what is the difference?

A repeating rota, a day off and a preferred shift are not the same thing. Keeping them separate helps managers understand why a person is or is not scheduled.

In short

A work pattern describes a repeating cycle of working and rest days. Leave blocks specific dates. Weekday and shift-template preferences guide choices, while weekly-hour settings limit workload. Use each for the information it represents.

Work patterns repeat

A pattern such as two days on followed by two days off can carry into future schedules. An employee's start date determines where they are in the cycle.

Preferences guide choices

A liked or disliked weekday or shift template tells the manager what an employee prefers. In ElShift, these settings have defined effects on Auto Assign; they are not a free-form calendar of hours within a day.

Leave applies to specific dates

Approved leave covers a date range. It should not be represented by permanently changing an employee's usual work pattern.

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