Base schedule basics

Updated 2 months ago by Leigh Hutchens

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 Neo, it’s possible to schedule longer periods in a simple and quick way. We call the function base schedule. 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. To best mimic Classic's monthly fixed schedules, we recommend you set up a five-week base schedule which you roll out one time per calendar month and always use the "Set start week" for each month.

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.

Who can I add?

You can add any members of the group currently selected in the group selector to your base schedule. This includes cases where at least one of the following applies:

  1. The employee has a future start date
  2. The employee has been assigned a role with a future start date on the group that the base schedule belongs to
  3. The employee has an agreement with a future start date

The purpose of this is for you to be able to plan for employees that you know will join your organization in the future. 

Base schedule features

Filters

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

  • Schedule items
  • Shift type
  • Shift status
  • Employee status
  • Home unit
  • 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 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 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.

In this first version of the loading indicator, it is likely to lag to some extent in the monthly and custom views. This is something we intend to address at a later stage.
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 "All" in the menu and select "Day". To see one week at a time, click "All" in the menu and select "Week". From there you can browse the days, or weeks depending on which selection you made, using the arrows in the menu.

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

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.


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