In this article, I will show you how to create a Working Pattern so that you can support full-time, part-time and condensed-hour employees. A Working Pattern allows you to capture an employee's expected working days and the number of hours they work each morning and/or afternoon.
The name of every working pattern must be unique along with the Working Pattern itself.
If you attempt to create a Working Pattern with a name that already exists, you will receive an alert “The following fields need your attention: Pattern name.”
If you attempt to create a Working Pattern that already exists, you will receive an alert “A working pattern with these details already exists.”
Steps to Create a Working Pattern:
- Go to the Administration Tools menu
- Select "Working Patterns"
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Click on “Add new pattern”
- You'll see a list of any existing working patterns already set up.
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Set up your new working pattern:
- Name the working pattern (each name must be unique).
- Choose whether holidays should be counted as working days.
- Select the days the employee works, and enter the AM and/or PM hours for each day.
- The total hours for each day will automatically appear in the right-hand column.
- Repeat this for all relevant days to complete the weekly pattern.
- If the schedule spans more than one week, you can add additional weeks.
- Save the working pattern
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- Once saved, it will be enabled by default and listed on the Working Patterns page.
Before setting a Working Pattern, please ensure you have set the Full-time equivalent hours - Sapling - Setting the Full-time equivalent
Turning off a Working Pattern
If you do not want the working pattern to be available to assign to employees, you can toggle the working pattern status to off. If a Working pattern has been toggled off and already assigned to an employee, the working pattern will still be assigned, and all time-off calculations will be based on the assigned working pattern. Learn more about Turning Off a Working Pattern.
To edit an existing working pattern and learn about the impact - Editing a Working Pattern