Add Shift Types for Workforce Scheduling

Ensure workforce schedule accuracy by defining and managing shift types for your workloads and shifts, such as PRECEPTOR, TRAINEE, MEETING, and LIGHT_DUTY. This extended lookup is delivered with the On-call and Work codes. The extended name for Work is Regular.

Shift types can be on-call or work, and work shift types also have productivity percentages.

  • HCM integration specialists can import workload with shift types.
  • Schedulers can generate schedules based on shift type, for example, generating on-call schedules that have only shifts with the On-Call shift type. Schedulers can also see and edit the shift type.

Coverage variances on various workforce scheduling pages account for the scheduled productivity set with the work shift types.

  1. In the Setup and Maintenance work area, search for and click the Manage Extended Lookup Codes task.
  2. On the Extended Lookup Codes page, scroll to and select the Workforce Schedule Shift Types lookup type.
  3. Add your codes. You can also edit the extended names for the delivered codes. People see the extended names on the various shift and scheduling pages, so make sure the names make sense for your schedulers and workers.
  4. Review the additional information for the delivered shift types, and add it for any shift types you added.
    • The context value for all workforce schedule shift types needs to be Workforce Schedule Shift Type Properties.
    • By default, the Percentage of productivity value is 100. Here are example changes that you might make:

      • Preceptor: 80
      • Trainee: 20
      • Light duty: 50
  5. Save your changes.