Shift Planning With flair

A shift, or work shift, defines the time period in which employees dedicate themselves to doing their job. There can be many different shift configurations or work patterns within an organization.

flair provides a seamless way to coordinate multiple work patterns and keep everybody on the same page.

With an easy-to-use interface, employees and managers can quickly and efficiently organize schedules, request shifts, and more with flair.

Viewing Shifts as an Employee

Link have been copied!

The Employee Hub is where staff and workers can manage their shift schedules. Here it is possible to toggle through past and future shift plans.

Employees can also keep up to date on the work patterns of their colleagues and request vacant shifts. Let’s see how it works:

• Click the Shifts page on the main menu bar in the Employee Hub
• Here you can view your personal work schedule through My Shifts. The work calendar of your colleagues is viewable via the All Shifts tab.
• By clicking on the All Shifts tab, you can also view the schedule of colleagues in different offices or regions

• Shifts can be seen By Week or in a more detailed By Day viewing option
• Employees also have the opportunity to use the Shifts planner to request open or vacant work shifts. To do this, simply click on an Open shift in the calendar and select Request Shift.

Shift Planning in Salesforce

Link have been copied!

To help companies utilize their staff resources effectively, the flair HR app on Salesforce enables employers and managers to efficiently organize work shifts.

The goal of shift planning should be to successfully rotate staff, maintain workforce well-being, control labor costs, and enhance employee productivity.

Let’s take a look at the basics of the flair shift planning features on Salesforce:

• Open the flair HR app on Salesforce and navigate to the Attendance tab
• Click on the Shifts section. Here you can see a handy summary of all company shifts.

• Clicking on Manage Shifts will bring you into the Shift Planner for all locations
• The Shift Planner allows users to draft work schedules to fulfill their company’s needs

• To view and manage in a single location mode, select a specific location using the Add Filter tab
• The Add Filter tab also allows you to select employees based on skills and departments

• By exploring the taskbar located at the top of the Shift Planner, you will see that it is possible to scroll through your Calendar, add employees from different locations, and also copy shifts from one week to another
• Simply click Publish Shifts to complete the planning process and then select Print View if you require a paper copy

Synched Workloads

Link have been copied!

You can automatically synchronize the flair Shift Planner with Employee Workloads. This is particularly useful if your shift schedules vary from week to week. By enabling synchronization, you can plan shifts and define working and non-working days directly in the Shift Planner, without needing to adjust the workload.

To use synched workloads, check the Use Shift Planner checkbox when creating a new employee workload. This option is only available for flexible workloads.

You also need to define the Full Day Duration to use this feature. Full Day Duration refers to the length of time that constitutes a full working day for an employee. This is required to correctly calculate absences.

For employees with synched workloads, you will now see a new checkbox in the top-right corner of each shift day. This allows you to change whether a day is a working day or a non-working day. If you add a working day in the Shift Planner, the length of the day will use the value defined in the Full Day Duration field.

The changes you make in the Shift Planner will be reflected in the Employee Workload. Shifts must first be published before they are reflected in the synched workload.

Recurring Shifts

Link have been copied!

In just a couple of clicks, you can make any shift recurring. Simply click on an existing shift in the Shift Planner to open the Edit Shift popup. Select the Recurrence tab and choose the Repeat This Shift option. You can then define how often this shift will be repeated on the same day and until when this shift should be repeated. Leaving the Repeat Until field empty means that the shift will be repeated for a unlimited amount of time.

In the Shift Planner, recurring shifts are indicated by a cycle icon 🔄.

If you edit or delete a recurring shift, you can choose whether to your change should apply to only the shift you selected or all future shifts. Recurring shifts in the past will not be affected.