Shift Management

This document provides information about the general operation and rules of Shift Management. Additionally, it offers an overview of Shift Management.

Summary of Shift Management

• The Personellerim PDKS application performs employee shift assignments using 3 different methods, ensuring the application of all shift scenarios:
  1. Mass Employee Shift Planning
  2. Smart Shift Plan
  3. Employee Shift Management
• In all shift assignment methods, the Shift List is used as a reference.
• Shift assignments made from different management screens are resolved in the event of conflict according to the following priority order:
  1. Mass Employee Shift Planning
  2. Smart Shift Plan
  3. Employee Shift Management
• The current shift plan is displayed on the Employee Shift List screen.

This shift management simplifies employee shift assignments, effectively manages all possible scenarios, and ensures the provision of a definitive shift plan.

Shift Assignment Methods

Mass Employee Shift Planning: Provides a table showing shifts defined in the "Shift List" as columns and dates as rows.

• This Shift Type is called Planned Shift and is displayed on management screens.
• It is the first priority shift type.
• In this table, you can add employees and easily plan shifts using the copy function.
• It only applies to the dates and employees for which actions are taken.

Smart Shift Plan: Automatically assigns employee shifts with weekly arrangements.

• This Shift Type is called Smart Shift Plan and is displayed on management screens.
• It is the second priority shift type.
• The defined shifts in the Shift List are used in preparing the plan matrix.
• It applies to employees in the Shift Group.
• It applies for the specified date range. If the end date is not specified, it continues indefinitely.

Employee Shift Management: Allows the assignment of a shift defined in the "Shift List" for a selected employee.

• This Shift Type is called Standard Shift and is displayed on management screens.
• It is the third priority shift type.
• It applies to a selected employee.
• It applies for the specified date range. If the end date is not specified, it continues indefinitely.

Viewing Current Shift Assignments

Different shift types may be assigned for specific employees and dates using different shift management screens. To view the final and current shift assignments of employees, you can use the "Reports > Employee Shift List" screen.

• This screen allows you to see all current shift plans collectively for all employees.
• By accessing detailed information on an employee basis, you can get an idea about the current status of assignments.
• This way, you gain the ability to quickly intervene in case of any conflicts or incorrect assignments.