Working with shift types

Updated 2 weeks ago by Leigh Hutchens

Read more about how to create and use shift types here.

What is a shift type?

Shift types are in Quinyx used to define what hours the employee is working, and they can also carry more information. Shifts are created from shift types and shifts are what the employees are punching against. Shifts will inherit settings and properties from the shift types. 

There are two different ways of creating shift types in Quinyx:

  • Shared: Created under account settings and visible under account settings and group settings for all units. Can only be added/edited/inactivated by Level 1 managers but visible and can be used by all units for scheduling.
  • Local: Created under group settings, which is on unit level. These are only visible under group settings for the group (unit) where they were created and can only be used in scheduling by that specific unit. 

All shared shift types are marked with a blue label that indicates the shift is shared.

Shared (Global) shift types

To add the Global and shared shift types, navigate to Account settings > Shift types. Shift type categories are NOT mandatory to be able to create shift types. 

You can choose some settings for the shift type and on the next slide we are going to go through the different settings on a high level. 

The local shift types have the same settings but they are created on a local level which will be explained later.

All settings will be inherited to the shifts you create from your shift types!

Click Add to create a shift type. The settings you do on the shift type will be inherited to the shifts you create from them in the schedule. 

General

Name

This name will be shown in the schedule view and for the employee.

Color

The color you choose for a shift type will be visible for the scheduler in the schedule views.

Description

You can add a description to the shift type. This is optional.

Start and end time

This can be used if the shifts based on this shift type always have the same start and end times. If they don’t, leave as is 00:00-00:00 and then you define the working times when you create the shift in the base schedule or schedule.

It’s common to name a shift type per location or by task. This is something you should discuss with the Quinyx Application Specialist as it can be used as a level of structure in some ways. 

Breaks

Breaks

Click on the plus sign to add break(s) to the shift. Any breaks that should be deducted needs to be added, but can also be added when creating the shift in the base schedule or schedule.

Shift information

Category

- add the shift to a category if you have any. not mandatory and mostly for integration purposes.

Cost center

if you add a cost center, that means any time anyone is working on this particular shift the cost will be associated with that cost center. Read more about cost centers and the way Quinyx works with cost center inheritance here.

Project

- same as cost center, but another level to follow up on.

Salary type rules

Salary type rules

You can create rules that will generate certain salary types when using the specific shift type. This is used in complex cases. You should consult with Quinyx Customer Support or, if in project, your Application Specialist if the rules are needed. You can also read more about shift type rules here.

Costs

Costs

You can configure cost calculations in Quinyx. The cost is pulled from the employee's agreement, but it's also possible to calculate costs for unassigned shifts by setting a default hourly rate on the shift types.

Skills

Skills

Associate skills with the shift, to match an employees skills to make sure you have the right people in the right place. Read more about skills here.

Tasks

Tasks

Add tasks to the shift for the employee to see if he/she is planned to perform different tasks during the shift. Read more about tasks here.

Advanced settings

Productive hours

Use productive hours if the shift should count as productive hours. Unproductive time will not be included in the statistics.

On call shift

Use this if the salary type for on call shifts should be generated while working this shift. This generates the salary types called "ordinary on call compensation (1070)", "qualified on call compensation (1071" and "extra on call compensation (1072)" that is already defined in the list of salary types.

Stand by shift

Use this if the salary type for stand by shifts should be generated while working this shift. This generates the salary types called "ordinary standby compensation (1080)", "qualified standby compensation (1081)" and "extra standby compensation (1082)" that is already defined in the list of salary types.

Overtime shift

Check if the shift should be flagged in the database.

Count as scheduled hours

Check if the shift times should count as scheduled hours.

Count as worked hours

Check if the punched time should count as worked hours.

Free day

Check if the shift only should be used to block free days. This will create a shift that you are not able to punch on. Should uncheck "Count as scheduled hours".

Available in Webpunch

Check if the shift should be available in Webpunch.

Use cases

  • As a manager with access to account settings, I can see a list of all shift types created on account level.
  • As a manager with access to account settings viewing the list of shift types on account level, I can see basic information about the shift types, such as: Name, skills required, color sample and any predefined tasks.
  • As a manager with access to account settings viewing the list of shift types on account level, I can decide if I want to see inactive shift types in the list or not - default state should be to NOT show them.
  • As a manager with access to account settings viewing the list of shift types on account level, I can search the list to find a specific shift type.
  • As a manager with access to group settings, I can see a list of all shift types created on group (unit) level and/or on account level, where the ones created on account level have the label SHARED.
  • As a manager with access to group settings viewing the list of shift types on group level, I can see basic information about the shift types, such as: Name, global/local, skills required, color sample and any predefined task(s).
  • As a manager with access to group settings viewing the list of shift types on group level, I can clearly see if a shift type is global (account level) and understand that I can't edit that shift type.
  • As a manager with access to group settings viewing the list of shift types on group level, I can decide if I want to see inactive shift types in the list or not and if I choose to see inactive shift types it should be clear to me what shift types that are inactive and what shift types that are active - default state should be to NOT show them.
  • As a manager with access to group settings viewing the list of shift types on group level, I can search the list to find a specific shift type.


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