Understand shift pattern effective dates

What shift pattern is in effect

The precedence of what active shift pattern is in effect is determined by the following rules:

1. A holiday shift will override that portion of any active regular or overtime shifts that overlaps with the time period of the holiday shift.

2. An overtime shift will override that portion of any active regular shift that overlaps with the time period of the overtime shift. The overtime shift will be used for any job activity on the entity during that overlap time.

3. If none of the above conditions exist, then the current shift of the active regular shift pattern for the entity will be in effect.

Regarding an entity that has more than one enabled shift pattern of the same type whose time periods overlap:

• The shift pattern with the most recent start time will be in effect.

• If any of these shift patterns have the same start time, then the pattern whose name is first in alphabetical order will be in effect.

When the first shift for a new effective shift pattern starts

On the exact day a new shift pattern becomes enabled and in effect, there won’t be a new shift generated from midnight until the next defined shift. In this scenario the system will continue to use the last determined shift from the previous shift pattern (if one existed). For example, if there are shifts defined for each day of the week starting at 06:00 and 18:00, on the effective date the 06:00 shift will be the first shift recorded. There will not be a shift recorded at midnight of the effective date from the 18:00 shift.

Multiple shift patterns example

The shift pattern Start Date and End Date properties allows you to make calendar-based shift pattern assignments to entities.

For example, say additional shifts are required annually during a location’s higher production schedule from June 1 through August 31 and the current year is 2022.

• Initially, the Standard Production shift pattern’s effective date range would be from September 1 2022 to May 31 2023. It would be in effect until the High Production shift pattern’s effective date.

• The High Production shift pattern’s effective date range would be set from June 1 2023 to August 31 2023.

• To have the Standard Production shift pattern start again on September 1 2023, sometime during the High Production period you would set the Standard Production shift pattern’s effective start date to that date.

• To have the High Production shift pattern start again on June 1 2024, sometime during the Standard Production period that started on September 1 2023 you would set the Standard Production end date to May 31 2024 and the High Production start date to June 1 2024.

You can also make unplanned shift schedule changes as needed by setting the effective date range for a new or existing shift pattern to the schedule change date range. Once the temporary shift pattern is over (the date passes the end effective date of the temporary shift pattern), the normal shift schedule will resume.