What you'll learn in this article:
What are personal favourite working hours?
How to create personal favourite working hours
What are personal favourite hours?
Do you have employees that repeatedly work with the same shift details? For example, mostly night shifts, mostly morning shifts, or perhaps mostly in a specific zone? The method explained in this article allows you to create personal favourite working hours, meaning they will only appear for the employee you created it for - and no one else.
Why do I need this, you might ask. You will benefit from using personal favourite working hours if this situation sounds familiar to you:
You have the option to choose between the first 20 favorite hours from your favourite working hour list when creating a shift. However, one single employee will typically not work with over 20 different working hours in their regular routine, so you might end up having to scroll through a lot of favourite working hours that aren't really applicable to the employee you're planning for. This might not sound that problematic, however, when planning an entire schedule for multiple employees, those extra seconds of scrolling can quickly turn into several unnecessary minutes. Long term, creating personal favourite working hours can truly save you hours in planning!
Not entirely sure what 'favourite working hours' are? Learn about the basics here 🙌
How to create personal favourite working hours
1. Start by navigating to your schedule, and click on an empty shift. Note that the shift you select must belong to the employee you want to create the favourite working hour for.
Tip: You can create favorite hours while working in template mode as well.
2. Plan the shift as you typically would, by setting a start and end time, and adding a break (if applicable). You can also add a Zone to the shift, but remember that this will apply to the favourite working hour setting as well.
3. To save these shift details as a new favourite working hour, press the button Add favourite:
That's it! You have now created a new favourite working hour, specifically for this employee🎉
The next time you want to plan a shift for this employee, their personal favourite working hours will be easily accessible at the top of the suggested favourite working hours. In our example, we have selected various shifts as favourite working hours for our employee, Mick:
Another example could be to arrange specific morning favourite working hours to be available for Mick, if that would ease up your schedule planning for him.
Want to view or make changes to the favourite working hour?
Head into your favorite hour list by navigating to Planning - More - Favorite working hours. Hover over the valid users field to view which users this favourite working hour is valid for:
Clicking Edit will allow you to view and/or edit the settings whereas the field Users let you know which employee this favourite working hour is for.
Tip: You can add several employees to the Valid Users field if you'd like to use the favourite working hour on more than one employee. If you want the shift to be valid for all current and future users and Open shift, leave the field blank and the tags All and Open shift will appear.
Quick access: Clicking the link called Edit favourites while planning a shift will also direct you to the favourite working hour page.
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