Shifts determine the start and stop boundaries, in which the employees will be working. ETP will allocate pay according to the shift assigned to the employee. You will assign these shifts to each employee either though the Employee profile or through the use of ETP's powerful Scheduling module.
Go to the Setup menu and choose Shifts. Click on the Add or Edit buttons and the following screen will appear:
Enter a relevant Shift Code. i.e. DaysR for Days Regular.
Enter the Name for the shift. i.e. Day Shift - Regular.
Enter the Shift Start Time and the Shift Stop Time. You can either use the standard clock times with am and pm attached to them or use the 24 hour clock without the am/pm extension (standard clock time is shown above).
Note: if you enter a shift time that overlaps 2 calendar days (i.e. 11:30pm to 8:00am) the following message box will appear:
Click on the white box marked 'Prior to'. It will toggle back and forth between 'Prior to' and 'After'. This is to set the calculated time either to the day the shift started (Prior to) or to the day the shift ended (After). Which one you chose is entirely up to you. Prior to is the most common choice.
Determine whether the shift is an 'Open' or 'Closed' shift by clicking the appropriate radio button. A description of each of these types of shifts is located at the bottom of this page.
Choose the Time Calculation Rule that is to apply to this particular shift by clicking on the drop-down arrow. If you do not choose a TCR here, the default TCR will be applied.
Next, select from the 'Available Premium Codes' box all of the premiums that are to be applied to this shift. To do this, click on the desired premium to highlight it, then either double click the selected premium or single click on the double arrow to move it over to the 'Selected Premium Codes' box.
Note: Remember to click the Save button before the Exit button or your shift information will not be saved!
Closed Shifts are the most common type of shifts. They are set shifts that have a specific start and stop time on which all time calculations are based.
An open shift is usually assigned to employees who do not have a regular or closed shift. Open shifts do not have a specific start and stop time, they are based on the 24hr clock. Employees may be called in to work, but are not assigned a regular shift.
An example of this would be a part-time or casual employee who is called in only when needed or an employee who has a 'float' position and works when and where he/she is needed.
Note: Open shifts are to be used only if necessary, as they can create confusion when editing scheduling, etc.
If you have a shift that spans over two days, you will have had to set the shifts Calculated time to either the day the shift started or the day the shift ended (see Procedure for Adding/Editing a shift above). If you wish to change this setting, double click on the shift you want to change, click the Save button and make the change by clicking in the white box. The box will either have 'Prior to' or 'After' in it.
Shift lunch rules allow the user to enter specific Start/Stop times, Rounding, Grace periods, Minimum lunch Duration etc. This function must be enabled in Utilities->Customize Software->General tab before it can be used.
When Adding/Editing a shift, the shift lunch rules window will come up when you click the SAVE button.
Enter the Lunch Start Time and Lunch Stop Time.
Select the rounding (mins) to be used for the Lunch Start and Lunch Stop.
Enter the Grace periods (mins).
Enter the minimum Lunch duration (usually 30mins).
If an employee does not swipe for lunch, and the minimum lunch duration is to be deducted anyway, put a check in the box labeled as such.
Click OK to save the Lunch Rule.