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Shift Activity Wizard

An important part of the configuration of the Self Scheduling component of QHRnet is associating Shift Activities such as vacation to Shift Types. Shift Activities are considered to be any events that occur on a schedule. Examples of Shift Activities include regular hours, overtime hours, employee absence, shift relief, or unpaid meal breaks. Shift Activities ensure that timecard expansion is valid and employees get paid correctly by associating premium activities and earning codes with Shift Types. The key to defining Shift Activities is to predict every possible scenario that might occur during a shift.

The same Shift Activities that are associated with Shift Types are associated with Leave Types. When an employee is on leave, the Shift Activity associated with the Leave Type overrides the Shift Types on the schedule, ensuring that the employee is paid correctly while they are away and not working their regularly scheduled shifts. Some shift activities, for example Vacation, may need to be associated with virtually every shift type used by an organization. In some cases there could be hundreds of shift types.

To speed up the process of associating Shift Activities with Shift Types, a Wizard button is available in the Shift Setup window on the Shift Types tab. The Shift Type tab allows you to select a Shift Type, and then associate as many shift activities as required.

In This Section

To use the Shift Activity Wizard to assign shift types

See Also

Configuration Steps

Creating a Scheduling Org Level

Adding Org Details to a Scheduling Org Level

Designating a Default Scheduling Org Level

Associating Positions with Scheduling Org Details

Creating Shift Types for Self Scheduling

Associating Shifts with Self Scheduling Shift Groups and Units

Designating Self Scheduling Units

Associating Self Scheduling Shifts with Units

Configuring Scheduling Teams

Adding Positions to Schedule Teams

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To use the Shift Activity Wizard to assign shift types
  1. From the Configuration menu, select Shift Setup.
  2. Click the Shift Type tab.
  3. Click the Wizard button .
    The Activity – Shift Types dialog opens.
  4. Select an activity that you want to assign to Shift Types from the Shift Activity list box.
  5. In the Available Shift Types pane, select the shift types that you want to assign the Shift Activity to. To select more than one shift type at a time, press and hold down the Ctrl key while selecting shift types.

    activity shift types dialog

  6. Use the arrow buttons to move the selected shift types to the Selected Shift Types pane.
  7. Click Apply.
  8. Continue to associate Shift Activities to other Shift Types by making another selection from the Shift Activity drop-down list, and repeating the process to assign it to the required shift types.
  9. Click Apply.
  10. Click Close.

See Also

Shift Activity Wizard