How to configure Shift Plan rule?

Learn how to set Shift plan rule in the system

Marko Klopčič avatar
Written by Marko Klopčič
Updated over a week ago

The Shift plan rule defines an employee's work quota. The plan is also used by some other system rules, such as Running Balance, Running Overtime, Daily Overtime, Holiday Bonus, etc.  The plan is shown in the Calculation details section on Employee Day view.

  1. Go to Settings/Global Time Rules/System Rules view and select Shift plan

Note: If you do not see the view, contact your account administrator to give you appropriate permissions.

2. Select the Edit button to set duration values for each day in a week or disable the rule.

3. Additional, you can set different parameter for days which are marked as holidays.

4. Finish the process by selecting the Save button. The Period selection dialogue will appear where you select from what point in time the rule will be valid. Select the appropriate time point and select the Save button.

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