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Work Patterns

Guidance on Work Patterns and Shift Patterns

3 authors23 articles
Give permission to access work patterns in PortalProvide managers with additional shift patterns to allocate to their team in Portal
Configure standard hours for work patternlicking calculate does not change the hours for a particular employee on Maintain Hours.
Assigning/Uploading Shifts to Employees in Bulk
How to Change a Single Day Work Schedule for an EmployeeUpdate an employee’s schedule for a specific day without changing their standard working pattern.
Advance the system calendar without using advance periodAdvance the System Calendar without using Advance Period functionality.
Configure shift typesSet up and manage shift types in Access WFM to define working patterns for your employees.
Reporting on Employee Shifts and Work PatternsWe want to report on the shift assigned to an employee and the work pattern assigned for each day. Is this possible?
Set up new cycle shift typeSet up new cycle shift type
Extend a standard shift typeExtending a standard shift type.
How to restrict access to work patterns in the roster change screen in the Team SchedulerHow to control which work patterns are visible in the Roster Change screen in the Team Scheduler by restricting access using pattern types.
Create a work group in Back OfficeHow to create a work group in CoreTime
Configure work patternsSet up and manage Work Patterns using the WFM Admin Dashboard, including entering key details and standard hours.
Configure breaks for a work patternThis article explains how to check for and add breaks to a Work Pattern using both the Portal and Backoffice systems.
Hours not calculating for a single employee on maintain hoursGuidance on how to calculate hours
Add a new department to your organisation's structureCreate new reference data, such as departments, and add them to your organisation structure.
Set up menu profiles for team calendars and weekly work schedulesConfigure menu profiles to enable access to team calendars and weekly work schedules in PeopleXD, ensuring employees and managers can view and manage schedules effectively.
Manage work patterns, including deletion and inactivation?Learn how to manage work patterns, including how to set a work pattern to inactive and understand the limitations of deleting or hiding them.
Portal: Fix the work pattern drop-down list in Shift TypeUse this article when the Work Pattern drop-down list in Shift Type is blank in Portal, or when you cannot assign a personal override because no work patterns are available…
Back office: Fix the work pattern drop-down list in Shift TypeUse this article when the Work Pattern drop-down list in Shift Type is blank in Back office, or when you cannot assign a personal override because no work patterns are…
Portal: Add a personal override to work patterns from the People Management dashboardUse this article to allow HR admins and managers to add a personal override to an employee’s work pattern from the People Management dashboard in Portal.
Back office: Add a personal override to work patterns from the HR Administrator dashboardUse this article to allow HR admins and managers to add a personal override to an employee’s work pattern from the HR Administrator dashboard in Back office.
Error – you are not allowed to modify this personal shift overrideThis error appears when attempting to add or modify a personal shift override for an employee when the shift’s date effective is set before the current open period on the…
Delete unused or mistakenly created shift types?Find out how to delete a shift type in PeopleXD, including required permissions, assignment restrictions, and step-by-step instructions. This also covers common issues such as why the delete option may…