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How to set up Working time rules
How to set up Working time rules

Learn how to set up a Working time rule for your organisation

Saad Saeed avatar
Written by Saad Saeed
Updated over a week ago

🎯 For Admins. If you want to enforce limitations or contractual obligations in your schedule, you should consider the Contract rules feature instead.

What is a Working time rule?

Working time rules are used to set up guidelines for how to schedule your employees. You can for instance create a rule that says employees are not supposed to work more than 9 hours in a row. If you create a shift longer than 9 hours, a warning will pop up in the schedule, notifying you that you’ve broken the rule at which point you’ll be able to make the appropriate changes.

This way, you can monitor if your schedule fits within the guidelines you have set up. A working time rule cannot block you from creating or assigning a shift, even if it breaks its guidelines.

How to set up a Working time rule?

To set up a working time rule, you'll first need to create one starting from a structure that fits your needs best.

Go to Settings > Schedule > Working time rules > Create Working time rule.

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This will open a new window for you to choose which type of rule you want to start setting up. Click on Working time rules - Use cases to see all the Working time rules you can create and some examples.

Setting up any of the rule types will require that you:

  • Set a name for the rule. With this name, you will be able to distinguish between all the rules set up for your organisation, in the overview list.

  • Choose who and what it applies to within your organisation. You can define this through:

    • Shift types - By default, a rule will apply to all Shift types. The setup form allows you to select which Shift types to exclude. You cannot exclude all the shift types because the working time rule needs at least one parameter to know which Shifts to take into account, from your schedule.

  • Click Create when you're happy with the setup

⬆️ Above is an example of the setup form for a working time rule that can be used to monitor shift length.

See the Working time rule warning in the Schedule

⬆️ Once the rule is active, it will automatically trigger a warning on the next conflicting shift you create or modify in the schedule.

The working time rule cannot block you from creating or editing a shift, which is why you can choose to:

  • Edit shift to align it with the working time rule guidelines.

  • Cancel creating the shift (or dismissing the changes that triggered the warning).

  • Ignore the rule conflict warning and create the shift.

Export a Working time rule report

To export a record of working time rule infractions, you can download a Working time rule report under Schedule > Tools > Working time rule report (Excel format). ⬇️


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