Create a rotation

To assign employees a specific repeating sequence of work patterns, use rotations. Rotations override work patterns. When rotations are assigned, work patterns that were previously assigned are ignored.

Example: Create a rotation Specific repeating sequence of work patterns in WFM assigned to employees. Rotations override work patterns.

Assign a group of employees three work patterns - A, B, and C - in a three-week rotation. Employees are assigned work pattern Set of shifts in WFM (usually a weekly set of shifts) that are assigned to employees. A work pattern typically includes one or more shifts and possible days off for one week. A for the first week, work pattern B for the second week, and work pattern C for the third week. For the fourth week, employees are assigned work pattern A again, and the cycle continues.

Before you begin

Create a work pattern - Create the work patterns that you want to include in a rotation.

Procedure

Go to Work Administration. Under Work Rules, select Rotations.
From the left pane, select the organization for which you want to create a rotation, and select Create.
On the Rotations screen, complete the fields.
To add work patterns to the rotation:
1. Under Work Patterns, select Add.
2. From the Work Patterns screen, select the work patterns you want to add to the rotation and select Add Selected Work Patterns.
  
  The selected work patterns are added to the rotation.
Select Save.

The new rotation appears on the Rotations page.

After you create a rotation, assign it to employees. Assign multiple work patterns to an employee, or assign a single rotation to an employee.

What to do next

Create an assignment rule or Workflow: Assign work rules to employees