General

The General button opens a screen to add, edit or view basic information for a schedule rotation, including the effective dates, the number of weeks, and the Rotating Schedule Template assigned, if applicable. 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.

To view edits made to this rotating schedule record, click on the Audits tab.

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

Begin Week Number

Description

Effective Date

Expiration Date

Number of Weeks

Rotating Schedule Template Code

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

Rotation

Creating an Employee Rotating Schedule

Steps for Creating a Selection Style to Enable Rotating Schedules

Begin Week Number

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

Description

The label describing this rotating schedule.

Effective Date

The date this rotating schedule is effective for this employee.

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.

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.

Rotating Schedule Template Code

The name of the Rotating Schedule Template assigned to this employee, if applicable. The templates are created and assigned to employees from Configuration > Scheduling > Rotating Schedule Template.