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Rotations & Provision

Rotations & Provision

Owned by XCALLY Knowledge (Unlicensed)
Last updated: Jan 14, 2025 by Product Knowledge
4 min read

 

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Rotations

XPLANY supports a rotation pattern for shifts and employees. The rotation system is very useful in cases where, for example, a call center, by company policy, stipulates that, for example, an employee who works on Monday, must have Monday off the following week.

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  1. So you can choose spot you intend to work on and click on “Add rotation”, entering a name for the rotation and the time slot in which rotation is to be organised.

 

2. Now you can see slots you have created (7 if the draft has 7 days) and go on to assign them to the various employees, clicking on each “Unassigned”

3. From ”Select employee”, you can see the list of employees you can choose from (filter for required skills by the selected spot)

 

  1. It’s possible to select one or more employees or a team. In this way more people can be assigned to the same rotation. If, for example, you create a rotation with 3 people, the provision function will create 3 shifts assigned to the selected employees

 

  1. Saving the choice, you will see green blocks for slots that have been assigned to employees/teams

 

If you want to indicate that a day it is not operative (because for example it is Sunday and office is closed) you can click on Unassigned shift and switch off “Shift” option

In this way you will see no operative days as No shift

 

 

 

Provision

From scheduling dashboard you can also do a Provision clicking on relative button, to use rotations created before.

In fact this feature allows you to create shifts based on the rotation pattern created and it is useful if a company has particular constraints to respect, so that for example an employee cannot work two consecutive weeks on the same day, and using this provision system and rotations it’s possible to easily create shifts respecting employee rotation.

By clicking on Provision, you can define dates to consider, select spot(s) to work on and insert rotation offset: if this is 0, the week will be create with the rotation structure (the employee assigned on the first slot, will be on the first day of the selected week).
If offset is e.g. 1 it will move the provision from first slot to the second one, so the employee placed on the second slot will be inserted on the first day of the selected week.

Here an example to better understand:

With rotation offset 0 Alberto Verdi will be on 30/12 workshift, with rotation offset 1, Francesco Corvi will be on 30/12 workshift and so on.

By clicking on OK, the system will create automatically shifts with the employees assigned in the rotation pattern.

By clicking on a created shift and selecting edit option, you can see information about Rotation detail