Managing Team Schedule Time Slot Types

Note:

You must have defined team schedule slot types to use Team Schedule Planner.

Team schedule time slot types define the types of shifts your team uses for daily work schedules. Time slot types are broken down into:

  • Weekday shifts
  • Weekend shifts
  • Holiday shifts

For each of those types of shifts, you can specify whether a shift is considered blocking or non-blocking. Blocking shifts indicate a time schedule exclusive to other commitments. Blocking shifts show visual indications in Team Schedule Planner if another shift overlaps. Non-blocking shifts have no visual indications of schedule conflicts.

To create a new team schedule slot type:

  1. Select the Team Schedule Slot Type tab.
  2. Click New.
  3. Enter the fields as described in Team Schedule Slot Type Fields.
  4. Save your changes.

To edit an existing team schedule slot type:

  1. Select the Team Schedule Slot Type tab.
  2. Click Edit.
  3. Modify the appropriate fields as described in Team Schedule Slot Type Fields.
  4. Save your changes.

Examples

Creating a weekday shift where potential schedule conflicts display in the Fill Schedule tab

  1. Select the Team Schedule Slot Type tab.
  2. Click New.
  3. Enter a description in the Description field.
  4. Select the Is Blocking field.
  5. Select Weekday, Blocking in the Type drop-down list.
  6. Save.

Hours scheduled in this time slot appear in the Hours Scheduled and Weekday Total columns on the Fill Schedule tab in Team Schedule Planner. If there is a potential scheduling conflict, spots on a time slot are shaded. For more information, see Team Schedule Planner Buttons and Indicators.

Creating a weekday shift where potential schedule conflicts do not display in the Fill Schedule tab

  1. Select the Team Schedule Slot Type tab.
  2. Click New.
  3. Enter a description in the Description field.
  4. Select Weekday, Non-blocking in the Type drop-down list.
  5. Save.

Hours scheduled in this time slot appear in the Hours Scheduled and Weekday Total columns on the Fill Schedule tab in Team Schedule Planner.There are no visual indicators of scheduling conflicts.

Creating a weekend shift where potential schedule conflicts display in the Fill Schedule tab

  1. Select the Team Schedule Slot Type tab.
  2. Click New.
  3. Enter a description in the Description field.
  4. Select the Is Blocking field.
  5. Select the Is Weekend field.
  6. Select Weekend, Blocking in the Type drop-down list.
  7. Save.

Hours scheduled in this time slot appear in the Hours Scheduled and Weekend Total columns on the Fill Schedule tab in Team Schedule Planner. If there is a potential scheduling conflict, spots on a time slot are shaded. For more information, see Team Schedule Planner Buttons and Indicators.