Automate your employee shift scheduling process though Zoho People Shift Patterns

Shift Patterns

Automate the shift scheduling process for your employees using the shift pattern feature. This feature allows you to create shift patterns with a custom shift schedule for a week, month, or custom days based on your organization's operational requirements. The created pattern can be mapped to employee groups, locations, departments, designations, roles, or specific employees. Once mapped, the shifts will be automatically scheduled and repeated according to the pattern until the effective date.

Advantages

  1. Easy to create and assign custom shift schedules for your employees.
  2. Automatically assigns shifts to employees based on the assigned pattern.
  3. Transparency and consistency in scheduling shifts across teams and departments, which helps to ensure your workforce is aligned with your operational needs.
  4. Improves employee satisfaction by providing fair and predictable shift timings.
  5. Reduces scheduling errors and prevents conflicts in shift assignations.
  6. Employee shifts can be modified according to your business needs with minimal adjustments.

Create Shift Pattern

To create a shift pattern:

  1. Navigate to Settings > Shifts > Configuration > Shift Patterns, and click Add Shift Pattern.
    Idea
    To create a Shift Pattern using Gallery, refer to Shift Pattern Gallery.


  2. Enter a name for the Shift Pattern.
  3. Select the pattern type as either Weekly, Monthly, or Custom.
    IdeaTo add a new shift and assign it to a pattern, refer to Add New Shift.
For weekly selection:
The shift pattern changes weekly based on the selected pattern change week and the set shift pattern.
  1. Select the pattern change week for your shift pattern as either:
  1. Every 1, 2, 3, 4 or 5
  2. Based on 1-6 calendar weeks in a month
  1. In Define Shift Pattern, click on the (+) icon and select the required shifts for the weekly pattern.
    Idea
    If your selection is based on 1-6 calendar weeks, you can set the same pattern for all six weeks, for selected weeks (e.g., 1-3 with the same pattern and 4-6 with the same pattern), or a different pattern for each week.
  2. To add a new weekly pattern, click Add New Pattern.
  3. Click Preview Pattern to view the preview of the defined weekly shift pattern and its repetition sequence. You can only view the pattern preview for the next five months.

For monthly selection:
The shift pattern changes monthly based on the selected pattern change month and the set shift pattern.
  1. Select the pattern change month for the shift pattern.
  2. In Define Shift Pattern, select the From and To days, then click the (+) icon to choose the shift for those days. Repeat to define shifts for the entire month.
    Idea
    You must define the shift pattern for all days in a month.
  3. To add a new monthly pattern, click Add New Pattern.
  4. Click Preview Pattern to view the preview of the defined monthly shift pattern and its repetition sequence. You can only view the pattern preview for the next five months.

For Custom selection:
The shift pattern changes based on the pattern set for the custom days.
  1. In Define Shift Pattern, select the From and To days, then click the (+) icon to choose the shift for those days. Repeat to define shifts for the custom days as required.
    Idea
    For example:
    - 1-90 days (9 AM-6 PM Shift)
    - 91-180 days (10 PM-6 AM PM Shift)
    - 181- 270 days (8 AM-5 PM Shift)
       and so on
  2. Click Preview Pattern to view the preview of the defined custom shift pattern and its repetition sequence. You can only view the pattern preview for the next five months.

  1. Once you defined the shift pattern, click Save.
    The shift pattern is ready to be mapped to your employees.
The Shift Pattern Gallery contains templates for creating shift patterns. The most commonly used shift pattern types are listed here.

Available pattern types:
  1. Alternate Week Shift Pattern
    Employee works alternate weeks on shifts defined for week A and B.
  1. 4 on 4 off Shift Pattern
    Employee works 4 days on shift (typically 12-hour shifts), followed by 4 days off.
  1. Monthly Shift Pattern
    Employee works in Shift A from 1-15 of a month, and shift B for the rest of the month.
To create Shift Pattern Using Shift Pattern Gallery:
  1. Navigate to Settings > Shifts > Configuration > Shift Patterns, click the dropdown and select Shift Pattern Gallery.
  2. Select the required pattern from the gallery and click Use Shift Pattern Template.
  3. Enter a name for the Shift Pattern.
  4. In the Define Shift Pattern, click on the (+) icon and select the required shift and click Save.
    Idea
    You can customize the Shift Pattern to your preference.

Map Shift Pattern

To map a Shift Pattern to your employees, refer to Map Shift Pattern.

Edit Shift Pattern

You can modify the existing shift patterns based on your operational needs.

To edit a shift pattern:
  1. Navigate to Settings > Shifts > Configuration > Shift Patterns.
    A list of shift patterns that have been created is displayed.
  2. Click on the shift pattern to edit.

  3. Make the required changes to the pattern.
    Idea
    In the above image, we have changed the shift of 14th to last day of the month from US Shift to General Shift.
  4. Click Save.
    The shift pattern is updated.
    Info
    If the shift pattern is already mapped to the employees, the upcoming shift schedule will be automatically updated based on the revised pattern. The existing shift schedules will remain unchanged for those employees. 

Delete Shift Pattern

To delete a Shift Pattern:
  1. Navigate to Settings > Shifts > Configuration > Shift Patterns.
    You can view the list of Shift Patterns that are created.




  2. Hover over the Shift Pattern, click on the Delete icon and click Confirm.
Notes
This action will permanently delete the shift pattern. The shift schedule for employees already assigned to this pattern will remain unchanged until the end of the effective period.
Idea
If you need to update the shift schedule for employees assigned to this pattern, go to Operations > Map Shift Pattern and assign a new pattern.


    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION









                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Shift Operations

                                                                                                                What is Shift Operations? Shift Operations includes access to shift management, shift mapping, and performing user-specific operations. It is an exclusive space intended for authorized managers or administrators to manage and perform frequent shift ...
                                                                                                              • Shift Settings

                                                                                                                What is Shifts Settings? Shift settings allow administrators to manage all shift related preferences, add and manage shifts, setup approvals, shift rotations and more. What can you do in Shifts Settings? Select default work shift Configure shift ...
                                                                                                              • Shift Rotation

                                                                                                                What is Shift Rotation? The Shift Rotation feature allows for automatically changing employee shifts based on a specified frequency. The purpose of this feature is the distribution of work hours among employees, improve operational efficiency, reduce ...
                                                                                                              • Zoho People 5.0 Administrator Guide

                                                                                                                What is Zoho People 5.0? Zoho People is a comprehensive cloud-based HR software that aims to streamline HR processes, enhance employee engagement, and improve workforce productivity. With this refreshing new version, Zoho People further aims to ...
                                                                                                              • Employee Attendance

                                                                                                                The attendance feature in Zoho People gives an employee real-time information about their check-in and check-out details. An employee can check in to work conveniently via web check-in and mobile check-in (based on permissions), doing away with the ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources