There are two stages to adding a working pattern to the platform. The template creation is covered in steps one to five, however in order for working patterns to become functional you will need to add cycles which is covered from step six onwards.
Step One
Navigate to the HOLIDAY & ABSENCES area of the platform in ADMINISTRATION mode and then select the WORKING PATTERNS tab at the top of the page.
🚀 If you are using our new menu feature, hover over the Holiday & Absences section of the side-bar, then navigate to:
Configuration ➡️ Working Patterns
Select the ➕ next to Working Patterns and proceed to step three of this guide.
Step Two
Click on the ADD button to the right-hand side of the screen to open the ADD WORKING PATTERN pull-out drawer.
Step Three
Provide a Title and Description for the working pattern. We would recommend naming this to the summarise the working days/hours i.e Monday to Thursday.
If this is the working pattern you wish to use for all new users in the platform, then toggle on the Default Working Pattern switch.
Step Four
Choose a date to start the working pattern.
Ensure that the start date falls on a Monday, regardless as to whether the employee works on a Monday.
If the working pattern is to be calculated in hours (as opposed to days), then toggle on the Use Hours switch.
Step Five
Click the SAVE button in the bottom right-hand corner. This will take you to the working pattern's Details page.
You will now need to add the cycles to determine when the employee is working.
Step Six - Adding Cycles
Click the ADD button within the CYCLES WITHIN WORKING PATTERN box. This will open the ADD WORKING PATTERN CYCLE pull-out drawer to the right hand side.
Step Seven
Give the cycle a title. For example, you may wish to call this something which illustrates the working days i.e Monday - Thursday.
Step Eight
In the number of days field, enter the number of days covered in that cycle (including any non-working days).
In the number of working days field, enter how many days in that cycle are working days (this may well be zero working days).
The number of working days will always be the first part of the period followed by any remaining days in the cycle which will be marked as 'non working days'. For examples of working patterns, please refer to this guide.
Step Nine
Click the SAVE button in the bottom right-hand corner to add the cycle to the working pattern.
It is more than likely that the working pattern will contain at least two cycles to accommodate for the employee's non-working days.
Repeat steps six to eight to add additional cycles.
Step Ten
After the cycles have been added, check the calendar in the lower half of the page to ensure that this is reflective of the employee's working pattern.
