🎯 For Admins. Find here How to set up Working time rules.
If you want to see Working time rules that are used to ensure time off is considered, click on Working time rules - Time off use cases.
How to choose the right Working time rule?
How to choose the right Working time rule?
When choosing a working time rule to fit your scheduling needs, you should first narrow down what the rule needs to monitor. Currently, you can choose between the following rule structures that are based on tracking working hours:
tracking of working hours such as:
Duration of the shift
Working hours for a period of time
tracking working days (days with at least one shift) such as:
Number of working days in a calendar week
Number of consecutive working days
Working days in a period of time
Repeating a shift type in a period of time
Group of days off in a period of time
Hours off between shifts
Continuous hours off in a period of time
Time off after consecutive shifts
If you need to use one of the rule structures above and can't find it listed under Settings > Schedule > Working time rules, please contact our support team for assistance.
See the available types of Working time rules
Under Settings > Schedule > Working time rules > Create, you can find a list of the Working time rules you can choose from and apply to your Planday set-up. ⬇️
Common Working time rules and examples
Shift duration per day
Shift duration per day
Here you can set a maximum number of hours that a shift can be scheduled. You can choose which employee groups and employee types this rule should apply in case you need to create multiple rules.
In the following example, no employee should work more than 11 hours excluding any shifts marked as Annual leave.
Working days in a calendar week
Working days in a calendar week
Here you can define the maximum number of days an employee can work in a given week.
In the following example, no employee should work more than 6 days a week excluding the shifts marked as Annual Leave.
Consecutive working days
Consecutive working days
If you want to set how many days in a row an employee can work after which they should be forced to have an off, you can apply a Consecutive working days rule.
In the following example, employees can have 6 successive shifts without an off day, after which they should have a gap between their scheduled shifts.
Maximum hours per week/day
Maximum hours per week/day
If you have a requirement that certain employees work a limited number of hours per week or day, you can use the Working hours in a period of time rule and set a maximum value to it.
In the following example, all FOH staff, regardless of their department, should not work more than 48 hours a week.
When you specify a week period in the Within a period of field, the hours are calculated starting from the date the shift is created and continuing for one week ahead, rather than from Monday to Sunday.
Minimum hours per week/day
Minimum hours per week/day
If you want to set a minimum number of scheduled hours for an employee group, you can apply the Working hours in a period of time rule. You can set the period by weeks or days.
In the following example, Receptionists are guaranteed a minimum of 28 regular working hours per week.
When you specify a week period in the Within a period of field, the hours are calculated starting from the date the shift is created and continuing for one week ahead, rather than from Monday to Sunday.
See related articles:
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