This information is directed at e-days administrators, as the functionalities mentioned are available within the admin panel.
Days-based rota patterns provide an excellent solution for users who work full or half days with predetermined start and end times. This format is especially beneficial in sectors like retail, hospitality, and healthcare, where organised shifts are common.
With a days-based rota, managing time off becomes easy. When a user requests a full day off, the system automatically subtracts an entire day from their allowance. If they request a half day, only half a day is deducted, allowing for flexibility and ease in handling leave.
To assist you in establishing a days-based pattern, we have developed a detailed guide that leads you through the setup process step-by-step. Please consult the guide below for complete instructions.
Rota Setup - Adding a new days rota pattern
Rota patterns based on hours are ideal for individuals who have flexible working schedules with varying start and finish times. This kind of rota is particularly advantageous in sectors such as manufacturing, construction, and transportation, where work hours can fluctuate significantly from one day to another.
With an hours-based rota, the system effectively monitors and subtracts the precise number of hours a user takes off from their entitlement. This meticulous method ensures that all leave is accurately recorded, accommodating various scheduling requirements.
To help you design an hours-based pattern, we have put together a comprehensive guide. Kindly refer to the guide below for detailed instructions.
Rota Setup - Adding a new hours rota pattern
Understanding the distinction between days-based and hours-based rota patterns is crucial for accurate time tracking and entitlement deductions. Assigning the correct rota pattern based on each user's unique work schedule and specific booking preferences ensures precise management of leave and entitlements. This distinction not only aids in smooth administrative processes but also helps employees clearly understand their leave balances, enhancing overall workplace satisfaction.
For users who typically book time off in full or half days and prefer to view their entitlements expressed in days, a days-based pattern is highly recommended. This pattern aligns seamlessly with their booking habits, allowing for straightforward planning and management of their leave. Conversely, users who book and meticulously track their leave in hours should be assigned an hours-based pattern, which accommodates their tracking methodology and supports accurate calculations of their time off.
If you need to assign a pattern based on hours to users who book in days, please consult the guide on the variable hours rota pattern. This comprehensive guide will provide clarity on the various outcomes that may arise from different configurations and help you effectively configure the setup to meet organizational needs and user expectations.