Managing shift types effectively is crucial for maintaining an organised workforce schedule. If you have unused or mistakenly created shift types in PeopleXD, you can delete them to keep your system clean and efficient. This article provides a step-by-step guide to deleting shift types, including prerequisites and troubleshooting tips.
Prerequisites for deleting shift types
Ensure the following conditions are met before you delete a shift type:
No Assignments: The shift type must not be assigned to any employees. You can only delete a shift where it has never been used. If a shift has ever been assigned to an employee or a work group the system stops you from deleting it.
Necessary Permissions: Ensure you have the required permissions to delete shift types. Specifically, your user profile must include the menu profile WFM_SHIFTS_TYPES in Security. If you do not have the necessary permissions, contact your system administrator for assistance.
Process to Delete Shift Types
Follow these steps to delete a shift type in PeopleXD:
Verify that the shift type is not assigned to any employees.
Ensure your user profile includes the menu profile WFM_SHIFTS_TYPES in Security. Without this profile, the Delete option may not appear.
Navigate to the list of shift types.
Click the three-dot menu (ellipsis) next to the shift type you want to delete.
Select Delete to remove the shift type completely.
Confirm the deletion when prompted.
đNote: The Delete option will only appear if the shift type has never been assigned to any employee.
Troubleshooting Common Issues
Delete Option Not Visible: If the Delete option does not appear, verify that the shift type is unassigned and that you have the necessary permissions. Assigning the appropriate menu profile or role to your user account may resolve this issue.
Permission Issues: If you lack the required permissions, contact your system administrator to update your user profile with the necessary access rights.
By following these steps and ensuring the prerequisites are met, you can efficiently delete unused or mistakenly created shift types in PeopleXD, keeping your workforce management system streamlined and accurate.