Create shift categories

Create shift categories to group your shifts. When creating shifts in the Shifts module, select which shift category you want the shifts to belong to. The shift categories help you get a high-level understanding of the schedule and can be used for several purposes.

EXAMPLE

Create a rotation to schedule shifts of a certain category, for example late shifts.
Balance the distribution of shifts of different categories among agents with the fairness optimization.
Set a limitation on the maximum number of shifts of a certain shift category an agent can have during a week or a schedule period.
As an agent, add preferences on which category of shifts you want for each day.

Prerequisites

You have the Options permission.

Page location

Client > Options > Scheduling > Shift category

Procedures

Create a shift category

Click Add shift category. A new row is added in the shift category table.
Enter a Name.
Enter a Short name for the shift category, with maximum two characters. The short name is displayed for this shift category where the space is limited.
Select a Color.
Click Apply to save.

Delete a shift category

Select the shift category you want to delete by clicking the row in the table.
Click Delete.
Click Yes to the confirmation question.
Click Apply to save.