Re-rollout logic

Updated 3 months ago by Oscar Combes

The base schedule rollout logic determines what happens when you roll out a base schedule over a time period multiple times.

Note that if you re-rollout your base schedule over the same period in Schedule but using another base schedule start week and weekday compared to the first time you rolled it out over that same period, the logic described in this article will not apply.
Edits in Base Schedule

If you roll out your base schedule multiple times over the same time period in Schedule but make edits in your base schedule between rollouts, the next rollout will only roll out the edits made in your base schedule.

The above logic does not apply to tasks - this is, however, being worked on at the time of writing.
For new hires joining your team in the middle of your scheduling period, we recommend you add that employee's shifts for said schedule period right in Schedule or for you to create a separate base schedule for that employee for that specific schedule period.
Edits in Schedule

Below follows a list of possible edits that can be made to shifts in Schedule:

  1. Deletion of shift
  2. Editing of shift duration (by editing start and/or end time of shift)
  3. Editing of shift type
  4. Addition, deletion or editing of break
  5. Moving of shift (to other date and/or other start and end time)
  6. Conversion of shift into absence
  7. Shift swap with other employee
  8. Un-assigning of shift
  9. Assigning of shift to an employee
    1. Previously un-assigned shifts
    2. Shifts previously assigned to another employee
  10. Moving of shift from one section to another
  11. Change of project to which a shift is assigned
  12. Change of cost centre to which shift is assigned
  13. Change of employee agreement (for the same assignee)
  14. Addition/removal of task to/from a shift
  15. Edit of task on a shift
    1. Change in duration of task
    2. Moving of task (to other date and/or other start and end time)

For point 1) above, the shifts deleted in Schedule originating from the first rollout of the base schedule are rolled out anew during a re-rollout. Shifts deleted in Schedule will be rolled out anew even if they've been updated in the base schedule. They will also be rolled out anew even if you've first moved them to another date or time in Schedule, then deleted them.

If you select to delete the underlying shifts as you add an absence over shifts originating from a base schedule, if you later delete that absence and reinstate the shifts, these shifts will have lost its connection to the base schedule. This means that if, after reinstating those shifts, you roll out across the same period, your base schedule will try to roll out those same shifts anew. Note that this only applies to when you've selected to delete the underlying shifts, not when you've selected to unassign or reassign them. This is something we'll improve with time.

For points 2) - 15) above, the shifts edited in Schedule originating from the first rollout of the base schedule are not rolled out anew during a re-rollout.


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