Shift Management

This document provides information about the general operation and rules of Shift Management. It also offers an overview of Shift Management in general.

Summary of Shift Management

• Our PDKS application handles personnel shift assignments using 3 different methods and ensures the implementation of all shift scenarios:
  1. Bulk Personnel Shift Planning
  2. Smart Shift Plan
  3. Personnel Shift Management
• The Shift List serves as a reference for all shift assignment methods.
• In case of conflicts, shift assignments made from different management screens are resolved in the following priority order:
  1. Bulk Personnel Shift Planning
  2. Smart Shift Plan
  3. Personnel Shift Management
• The current shift plan is displayed in the Personnel Shift List screen.

This shift management ensures streamlined personnel shift assignments, efficient management of all possible scenarios, and provides a definitive current shift plan.

Shift Assignment Methods

Personnel Shift Planning: Presents a table in the "Shift List" showing defined shifts as columns and dates as rows.

• This Shift Type is referred to as Planned Shift and is displayed in management screens.
• It has highest priority among shift types.
• You can add personnel to this table and easily schedule shifts using the duplication function.
• Applies only to specified dates and personnel.

Smart Shift Plan: Automatically assigns personnel shifts based on weekly schedules.

• This Shift Type is referred to as Smart Shift Plan and is displayed in management screens.
• It has second priority among shift types.
• Uses defined shifts from the Shift List in preparing the plan matrix.
• Applies to Shift Group personnel.
• Applies for the specified date range. If end date is not specified, it continues indefinitely.

Personnel Shift Management: Allows assigning a defined shift from the "Shift List" to a selected personnel.

• This Shift Type is referred to as Standard Shift and is displayed in management screens.
• It has third priority among shift types.
• Applies to a selected individual.
• Applies for the specified date range. If end date is not specified, it continues indefinitely.

Viewing Current Shift Assignments

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

• This screen allows viewing all personnel's current shift assignments in bulk.
• By accessing detailed information per personnel, you can stay informed about the current status of assignments, enabling quick intervention in case of any conflicts or incorrect assignments.