Set up shift types and rotations

A shift type is a shift your organization runs, such as Early or Night, with the minimum cover it needs. A rotation is a repeating pattern of who works which shift, which fills the weeks ahead by itself.

Prerequisites#

• The Manager or Admin role.
• The Professional edition of Reserve ONE. See Plans and features.

Add a shift type#

1. In the menu, under Workspace, select Shifts, and choose the location.

2. Select Add shift type.

3. Enter the following information:

   Field	Description
   Name	For example "Early".
   Starts, Ends	A shift that ends before it starts runs past midnight.
   Color	Its color on the pages.
   Minimum cover	For each Role: the number of People, and optionally With skills. Select Add a role for more.
   In use	Turn off to stop using it.

4. Select Save.

To change one, select Edit on the shift type.

Set up a rotation#

1. On Shifts, select Rotations.

2. In Rotation, choose New rotation, and enter its Name and how often it Repeats every (weeks): 1 to 8.

3. Under Pattern, add a line for each shift: the Week, Day, Shift and Who.

4. Select Save rotation.

   

Its shifts are created automatically, four weeks ahead. Someone on approved time off is left off, and the shift shows as short. To delete a rotation, select Delete rotation; shifts already created stay.

Next steps#

• Work with shifts