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Friday, May 23, 2014

Tech Tip: Scheduling with Repeats and Rotations

Aladtec’s Repeats and Rotations tool makes it easy to schedule members in complex patterns. The system comes preconfigured with rotations such as a typical 9 to 5, a 24-48, a California Swing and more. In this article, we will explore how to create, modify, and manage rotations as well as review common examples.

Creating a Rotation


To create a new rotation, hover over the Schedule Editor tab and click Repeats and Rotations. This view is broken down into two sections. The top half shows options for creating a new rotation, while the bottom half shows the past rotations created for a member. For now, let’s focus on the top half.
First, select the employee. Next, choose the Schedule and Position Slot this employee will work.

Use the second set of options to define the Schedule Repetition.

1. Repetition Type

The options for Repetition Type allow ultimate flexibility in how to schedule your members.


  • Weekly, 2-Week, etc: Scheduling on specific days of the week, up to a 12-Week rotation
  • Monthly: Schedule for the same day or date of the month
  • Custom Rotation: Schedule for any type of on-off rotation (ex. 12 on, 84 off)
  • Preconfigured Rotations: These are complex rotations that have preconfigured settings.






2. Start Time and End Time

Define the time frame the member will work.

3. Work Days (only shown on Weekly rotations)




Choose the days of the week the member will work.

4. Date Range

Set a Date Range for how long the member will be scheduled for this rotation.

Examples


Here are examples of rotations that are commonly used.

Administration

For employees working a typical 9 to 5, the weekly rotation allows scheduling for Monday through Friday. Set the appropriate Start Time and End Time and check all weekdays.










24-48
This basic three-shift rotation is preconfigured to schedule members 1 day on and 2 days off. Make sure the Start Time is set to the start of the shift and the Start Date is set to the first date the employee will work this rotation.







Custom Rotation

If you need a Repetition Type that is not in the list, Aladtec can create customized rotations to meet your specific needs.

Feel free to call us at 888-749-5550 to discuss.

Modifying a Rotation


After a member has been scheduled using Repeats and Rotations, the system allows administrators to modify the end date for the rotation.

To modify a rotation end date, first select the name of the employee in the Create New Rotation section. The bottom half of the screen will fill with the previous rotations for that employee.

Find the rotation to be modified, and click Modify on the right side.


The modify screen allows you to set a new end date and time for the rotation. This will unschedule or schedule time defined by the rotation.

For example, one of your employees moves to a different schedule. Since deleting the rotation will remove historical data, modify the end date of the rotation. This will unschedule the member in the future, allowing another member to be scheduled for that position.

Deleting a Rotation

Clicking Delete Rotation will remove any scheduled time that corresponds with this rotation, including past data.

In Conclusion...


The Repeats and Rotations tool offers a multitude of scheduling options to make rotational scheduling easier than ever. Please call us at 888-749-5550 if there are any questions.

Thanks, and have a great day!

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