Base schedule basics

Updated 2 days ago by Daniel Sjögren

There are several ways to build a schedule in Quinyx. The most common way is to combine scheduling of longer periods with ad hoc shifts in the schedule. In Quinyx, it’s possible to schedule longer periods in a simple and quick way. We call the function Base schedule. A base schedule is used to create a rolling schedule that follows the same pattern over a longer period of time. To navigate to Base schedule, click Schedule in the top menu and select Base Schedule.

Base schedules are week-based, not month-based.

When we create a schedule, there are two steps that you must do:

  1. Create your base schedule.
  2. Roll it out in the actual schedule, in other words, activate it. This will make it visible to staff members.

One schedule period, one rotation pattern

Base schedules can contain multiple employees and have one rotation pattern. Place all employees of your group (be it a unit or section) that are to have the same schedule period and rotation pattern in the same base schedule.

Which employees can be scheduled in my base schedule?

Active employees with a role today, in the past, or in the future will always display so you can schedule them as per your needs. This is because in theory, the base schedule you're working on might be rolled out in the future, past, or present.

If an employee at a later point in time is set to inactive, they will still remain in the base schedule since you might want to make re-rollouts for periods in the past when the employee still was active and had an active role on the Quinyx group in question. However, once you reassign or unassign the employee from all their shifts in the base schedule, the employee will disappear from the base schedule in question.

Base schedule features

Filters

The filtering in base Schedule works in the same way as filtering in Schedule, but is limited to the following possible filter options:

  • Schedule items
  • Shift type
  • Shift status
  • Employee status
  • Home unit
  • Staff category
  • Employee section
  • Shift section
  • Employee
  • Skills

And / Or

This toggle selection determines how the filter works when you make use of more than one filter field. For example, Or will show all employees that match your selection in at least one of the filter fields you've used, whereas And will show only employees that match your selection in all of the filter fields you've used.

Loading indicator

The top bar in the Base schedule features the same loading indicator as in Schedule. It appears as a blue, spinning circle in the top bar:

The loading indicator will appear as long as Quinyx is working on fetching and displaying new schedule items and/or employees. It won't, however, appear when you remove or rearrange data, such as when you're filtering out data already present in your base schedule or when you're editing sorting mode.

Preliminary nominal hours

Read more about preliminary nominal hours here.

View selection

By default, you see your entire base schedule from the first day of Week 1 until the last day of Week X. To see one day at a time, click the name of the weekday in question in the view or click the All icon in the menu. You can also select the Day or Week icon:

You can browse the days or weeks depending on which selection you made, using the arrows in the menu:

Employee count

You can view the number of employees currently displayed in the base schedule.

This count is useful any time you want to quickly get an idea of the number of employees you’re currently looking at in your schedule or base schedule.

Example 1

You just want to see how many people in total are working at your location today, so you navigate to the day view and make sure that the only filter groupings ticked are shifts, tasks, and punches and that Items in current view is selected in the Employee has field.

Example 2

You want to see how many people are currently absent from your location in the currently viewed period, so you select Items in current view and untick all filter groupings except for absences.

The number of employees displays regardless of view mode - day, week, month, or custom - and considers any filters applied. It is visible at all times but will not display if you’re using a very small screen, such as that of a mobile device.

View hour count on shifts

You can see how many hours a shift is in the base schedule on the actual shift:

Note that the advanced settings on the shift Count as scheduled hours is taken into consideration
View information per employee

You can see in the base schedule per employee when:

  • A role has expired
  • The main agreement has expired
  • Employment has ended

You can see which date any of the above has occurred, and it's indicated with an exclamation mark on top of the employee's profile picture. On hover, you will be able to see additional details:

Quinyx doesn't remove employees with ended employments, they will be visible in the view. You can decide if you want to delete or reassign the shifts.

Note that it's not possible to roll out the base schedule on a date where the employee has not agreement, role or employment. However, you can still plan the employees schedule in the base schedule view and roll out on a date where there has an active employment, role and agreement.

Re-using a base schedule

A base schedule can be used over and over. The only thing you need to do is to select which dates to apply the Base schedule to and roll it out. You can read about how changes in Base Schedule and Schedule between rollouts work here.

Read more about using APIs related to Schedules here.


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